Smart Investment Solutions

Invest Smart. Grow Secure

Investment Advisor & Financial Planning.

20+ Years of Experience as a Financial Advisor with ICICI Prudential.

Build your financial future with thoughtful investment solutions designed around your goals, priorities and long-term plans.

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Brijesh Pathak

Shriyam Investments

Your Goals.
Your Future.

About Us

Helping You Make Smarter Financial Decisions

At Shriyam Investments, we focus on helping individuals and families understand their investment options and plan for their financial future.

Whether you are starting your investment journey, looking for secure investment options or planning for long-term goals, we aim to provide simple and practical financial guidance.

  • Goal-oriented investment approach
  • Multiple investment solutions
  • Personalized financial guidance
  • Long-term financial planning
Our Services

Investment Solutions

Explore a range of investment and financial solutions designed to support different financial goals and requirements.

Mutual Funds

Smart investment solutions designed for long-term wealth creation and financial growth.

Tax Saver Investments

Investment options that can help you plan eligible tax-saving investments while working toward your financial goals.

RBI Bonds

Explore government-backed bond investment options for investors looking for secure opportunities.

Fixed Deposits

Fixed deposit solutions for investors seeking predictable returns and relatively stable investment options.

Life & Health Insurance

Protection solutions designed to support you and your family's financial security.

Financial Planning

Plan your finances with a structured approach based on your goals, priorities and future requirements.

Why Choose Us

Your Goals. Our Guidance.

We believe financial planning should be understandable, transparent and focused on your individual goals.

Personal Guidance

Understand your options and make informed financial decisions.

Goal Focused

Investment planning centered around your financial objectives.

Secure Planning

Explore suitable solutions based on your requirements and risk profile.

Ongoing Support

Get support throughout your investment planning journey.

How It Works

Start Your Investment Journey

A simple approach to understand your requirements and explore suitable financial solutions.

01

Understand

Discuss your financial goals, requirements and priorities.

02

Plan

Review available investment and financial planning options.

03

Invest

Select suitable solutions based on your financial requirements.

04

Review

Continue reviewing your financial plan as your goals evolve.

Ready to Plan Your Financial Future?

Speak with Shriyam Investments to discuss your investment requirements.

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Let's Connect

Have questions about investment or financial planning? Get in touch with us.

Shriyam Investments

Office AddressShop No. 30, Bachraj Landmark, Rustomjee Global City, Virar West, Maharashtra
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Frequently Asked Questions

Common Questions

Here are some common questions about our investment and financial planning services.

SIP (Systematic Investment Plan) lets you invest a fixed amount regularly in mutual funds to build wealth over time. At Shriyam Investments, you can get guidance on choosing SIP options suited to your financial goals. Visit www.shriyaminvestments.in.

Shriyam Investments provides a range of financial and investment solutions including Mutual Funds, Fixed Deposits, Tax Saver Investments, RBI Bonds, Life & Health Insurance and Financial Planning.

You can start by contacting us and discussing your financial goals, investment requirements and priorities. We can then help you understand the available investment options.

The amount required depends on the investment product and your financial objectives. Some investment options may allow you to start with a relatively small amount. We can help you explore options based on your requirements.

Yes. We first understand your financial goals, investment horizon, requirements and risk profile. Based on this discussion, we can help you understand suitable investment options.

Financial planning is the process of organizing your finances around your short-term and long-term goals. It can include investments, savings, insurance, tax planning and future financial needs.

Yes. We help clients explore Life and Health Insurance solutions based on their protection requirements and financial priorities.

You can contact Brijesh Pathak on +91 9820101971 or email us at brijesh.p@shriyaminvestments.in . You can also contact us through WhatsApp.

Shriyam Investments focuses on personalized financial guidance, goal-oriented planning and helping clients understand different investment options. Our financial advisory experience helps us provide practical guidance based on individual requirements.