SHRIYOG Securities

PROVIDES FINANCIAL ADVISORY SERVICES

WE PROVIDE FINANCIAL PLANNING

Helping You To

GROW YOUR BUSINESS

Make Business Easy with us

Comprehensive Financial Advice And Financial Services That Are Tailored To Meet Your Individual Needs.

About Our Company

I, Yogesh Gujarathi, am an AMFI certified Mutual Fund Distributor. I am also a qualified Insurance Advisor. Serving more than 350 clients for insurance and 850 clients for mutual fund…

I am a diploma in industrial electronics engineering and entered in stock market may 2004, Actively started mutual fund advisory from 2013 at Shri Yog securities, We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from 2004

Wealth Management

Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.

Financial Planning

It is the process of meeting your financial goals through the proper management of your finances. Along with planning, implementation and review of the same is equally important.

Tax Planning

Tax planning is the analysis of one's financial situation from a tax efficiency point of view so as to plan one's finances in the most optimized manner. Tax planning allows a taxpayer to make the best use of the various tax exemptions.

Mutual Fund

This single category of product can fulfill your needs for liquidity, safety and growth. We help you to select right mutual fund schemes from the choices available.

Insurance

Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. We also help you to buy right insurance products - be it life, health or general.

Retirement-Plan

Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby and maybe even working part-time.

SIP Wealth Creation

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Child Education

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Child Marriage

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Retirement Plan

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Dream Vacation

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Dream House

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What our Clients Say

I was looking for something Technology - a user-friendly platform, simple sign-up process, expert fund recommendations, good service... Shri Yog Securities has it all.

Rahul Poorey

It was really great experience to be a part of financial planning. The master advisor Mr Yogesh Gujarathi has a good knowledge and his advisory services based on financial planning and asset allocation with goal oriented. “I walk away with many ideas on my mind, how I can make an impact in my financial muscle."

Dr Hitesh Mujlde

I met Mr Yogesh Gujarathi during his Investor Awareness Programmeconduct by Shri Yog Securities in Sep 2015 for first time.

My investments unorganized in my financial part. After this I got services from him and move physical to digital with e-investing and having extremely useful guidance from him which helped me to well organize at all in financial goal planning.

Rahul Padhye

PROVIDES FINANCIAL ADVISORY SERVICES

Helping You To

Make Business Easy with us

About Our Company

Our Services

Wealth Management

Financial Planning

Tax Planning

Mutual Fund

Insurance

Retirement-Plan

Financial Calculators

SIP Wealth Creation

Child Education

Child Marriage

Retirement Plan

Dream Vacation

Dream House

What our Clients Say