Shree Rama Managers LLP, founded in June 2021, is a SEBI-registered Portfolio Management Services (PMS) company (Reg. No. INP300007341) dedicated to transforming the way people invest and achieve financial independence. Guided by the principles of ethical advice and fiduciary responsibility, the firm designs customized financial solutions tailored to each client’s risk profile, investment horizon, and goals.\r\n\r\nLed by founder Mohit Beriwala and a team of seasoned financial advisors, Shree Rama Managers offers a diverse range of plans across equities, debt, real estate, gold, and international assets. Its offerings include passive strategies such as Shree Wealth Builder and Shree Dynamic, as well as active equity funds like Shree Lakshmi and Shree Vriddhi, benchmarked against the S&P BSE 500 TRI Index. With a minimum investment of ₹50 lakhs and Kotak Mahindra Bank as custodian, the firm emphasizes transparency, efficiency, and performance-driven wealth creation.\r\n\r\nShree Rama Managers LLP stands out for its innovative financial products, low-cost structures, and ability to adapt across asset classes, all while ensuring long-term trust and superior outcomes for its investors.
| Investment Approach | Category | 1 M | 3 M | 6 M | 1 Y | 2 Y | 3 Y | 5 Y | Inception | AUM (Cr.) | Inception Date |
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Mohit Beriwala, Founder of Shree Rama Managers LLP, is a finance professional with over 19 years of experience in financ... Mohit Beriwala, Founder of Shree Rama Managers LLP, is a finance professional with over 19 years of experience in financial planning, wealth management, and investments. A Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM®), he is committed to transforming the way people invest by creating innovative financial products that help investors achieve their goals faster.\r\n\r\nBefore establishing Shree Rama Managers LLP in June 2021, Mohit served as CEO of Shree Rama International, where he guided professionals and entrepreneurs in building smarter investment strategies and multi-generational wealth. At Shree Rama Managers, he leads a team of like-minded professionals who share his vision of ethical, transparent, and client-centric investing. Read More
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