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Founded in June 2021, Shree Rama Managers LLP is a SEBI-Registered Portfolio Management Services Company (SEBI Reg. Number: INP300007341) that aims to change the way people invest, create revolutionary financial products, and help investors achieve their financial goals faster. The firm provides ethical advice and abides by fiduciary standards to guide investors toward financial independence. Led by Founder Mohit Beriwala, the firm offers customized financial solutions based on risk profile, investment horizon, and individual financial goals. The minimum investment amount for each PMS plan is Rs. 50 lakhs and Kotak Mahindra Bank acts as the custodian. The firm offers passive plans (Shree Wealth Builder & Shree Dynamic) with exposure across Indian and international equities, real estate, debt and gold, as well as active equity funds (Shree Lakshmi & Shree Vriddhi) benchmarked to the S&P BSE 500 TRI Index. Clients may invest directly without distribution intermediation.
MISSION: The firm is passionate about helping entrepreneurs and professionals diversify portfolios, manage assets, analyze market trends, and reduce financial risk. It aims to safeguard client aspirations and accumulated assets while enabling smarter investment decisions and multi-generational wealth creation. VISION: To preserve and build assets with care and diligence, grow capital across generations, abide by fiduciary standards, and guide investors toward financial independence.
Abhishek Basumallick
FMFund Manager
Abhishek Basumallick leads investments in the active equity funds. Founder of Intelsense.in, he is a well-known investor featured in The Economic Times, CNBC TV18, ET NOW, Money9, Fortune Global and Nikkei Asia. He was featured by The Economic Times as a 'Don of Dalal Street' and advises public equity portfolios for large family offices and UHNIs.
Mohit Beriwala
Principal Officer
Mohit Beriwala is the Founder of SRM. He is an FRM, CFA and IIM-B alumnus. Active in financial markets since the age of 19, he has been running a prominent wealth advisory business since 2006, helping entrepreneurs and professionals safeguard their assets and achieve their financial goals.
Gaurav Rampuria
Compliance Officer
Gaurav Rampuria is the Compliance Officer of SRM. He oversees compliance and legal functions and has domain expertise in operations of mutual funds, PMS and NPS. He believes in sustainable growth.
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