Shree Rama Managers PMS

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.