We offer comprehensive financial advisory services to our clients and provide them with market-beating returns for their investments while keeping their time frame and financial goal in mind. Proudly, we have a client retention ratio of 95%. We use our complete knowledge of insurance, tax laws, and investment opportunities in order to suggest investment options to clients, as per their long-term and short-term goals.
Create sustainable wealth for clients to fulfill all future goals at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Create awareness of Financial Planning Literacy to make a simplified financial plan which helps clients to fulfill their Financial Targets.
Our core purpose is to provide fast-track financial solutions & thereby make people enjoy secured retirement life.
Our Core Products
If you are looking for the right financial product,you are at the right place.Starting form mutaul funds to insurance and from real estate to other financial products,we have them all.You can select your financial investment products as per your requirements.
Leaders
The Management Team
Mr. Mukesh Jethwani, the esteemed Founder & Managing Partner of Shrimukh Associates, stands as a beacon of knowledge and experience within the financial services sector. With a venerable tenure exceeding two decades, Mr. Jethwani's 24 years of dedicated service have not only shaped the firm's legacy but also enriched the industry at large.
An alumnus with a Bachelor of Engineering (BE) and a Postgraduate Diploma in Marketing Management (PGDMM), Mr. Jethwani's educational background is as impressive as it is diverse. His profound insights into the intricate economies of global markets and their multifaceted challenges have distinguished him as a thought leader among his peers.
At the helm of client relations, Mr. Jethwani personally oversees the financial aspirations of over 340 High Net Worth individuals, delivering tailored strategies that resonate across diverse backgrounds. His unwavering commitment and zest for the field are matched only by his keen financial acumen, which has been pivotal in navigating the complexities of wealth creation.
Under Mr. Jethwani's visionary leadership, Shrimukh Associates has broadened its horizons, extending its bespoke services to an international clientele hailing from the USA, UK, Europe, China, Canada, Singapore, UAE, Oman, Kuwait, and Qatar. His passion for finance and dedication to client success have been instrumental in the firm's ongoing expansion and the enduring trust it garners across continents.
Mrs. Sujata Jethwani, the Head of Administration at Shrimukh Associates, is a paragon of administrative excellence with a venerable 25-year tenure in the realm of client relations. Her extensive experience encompasses Client Desk Management, Client Back End Management, and Client Acquisition, making her an invaluable asset to the organization.
Renowned for her effective communication skills, Mrs. Jethwani has established a robust framework for managing a high volume of customer inquiries, ensuring each is met with a structured and thoughtful response. This orderly architecture is a testament to her strategic foresight and her commitment to operational efficiency.
In the dynamic landscape of financial services, Mrs. Jethwani's data analysis acumen stands out. Her skillful evaluation of data related to customer needs and market trends is a critical component of the firm's success. Through initiatives like Customer Focus Groups and Field Testing, she captures the pulse of the market, translating insights into actionable strategies that benefit both the firm and its esteemed clientele
At the heart of our client engagement, the Client Relationship Associate is the linchpin that connects our clients with our comprehensive suite of financial services. With a steadfast commitment to fostering long-term relationships, our Client Relationship Manager embodies the ethos of trust, transparency, and tailored solutions.
Key Responsibilities:
- Cultivating Relationships: Building and maintaining strong, enduring client relationships through personalized interaction and understanding of client needs.
- Strategic Investing: Providing strategic Investing that aligns with clients' financial goals, ensuring a clear path to achieving their objectives.
- Market Insight: Keeping abreast of market trends and regulatory changes to proactively address clients' queries and concerns.
- Feedback Analysis: Regularly gathering and analyzing client feedback to enhance service delivery and client satisfaction.
At the heart of our client engagement, the Client Relationship Associate is the linchpin that connects our clients with our comprehensive suite of financial services. With a steadfast commitment to fostering long-term relationships, our Client Relationship Manager embodies the ethos of trust, transparency, and tailored solutions.
Key Responsibilities:
- Cultivating Relationships: Building and maintaining strong, enduring client relationships through personalized interaction and understanding of client needs.
- Strategic Investing: Providing strategic Investing that aligns with clients' financial goals, ensuring a clear path to achieving their objectives.
- Market Insight: Keeping abreast of market trends and regulatory changes to proactively address clients' queries and concerns.
- Feedback Analysis: Regularly gathering and analyzing client feedback to enhance service delivery and client satisfaction.
Our Back Office Operations team is the backbone of efficiency, ensuring seamless processes and meticulous attention to detail. With a focus on precision, accuracy, and streamlined workflows, we handle critical functions that empower our organization to thrive.
Back Office Operations team ensures that the gears of our organization turn smoothly, allowing our clients to focus on their financial goals. With dedication, expertise, and a commitment to excellence, we contribute to the success story of Shrimukh Associates.
