Shriram Fortune

Wealth-building through intelligent investments is a long-term process. As a discerning investor, it is essential to grow and preserve their wealth against market changes or other factors. Previously, in our series, Wealthy Habits, our expert insights on wealth building as a lifelong habit spoke about setting the right goals and developing the right systems. While these are key best practices, however, to keep it going and ensure that you are motivated enough to sustain your investment journey, periodic rewards go a long way. Here is our expert’s take on how rewards are an essential part of wealth creation - Reinforce Positive Habits: Rewards acknowledge progress and encourage continued adherence to your investment plan. - Maintain Long-Term Focus: Celebrating milestones, even small ones, helps you stay committed to your financial goals despite short-term market volatility. - Create a Positive Feedback Loop: By associating positive feelings with your investment activities, you create a sustainable and engaging experience. Stay tuned for our next installment of Wealthy Habits, where we'll discuss another best practice that will help you grow your wealth Shantanu Bharadwaj Rakesh K

Honoured to accept this recognition from Shriram Asset Management Company Limited for our efforts in taking our latest fund, Shriram Multi Sector Rotation Fund, to investors. This reaffirms our synergies and a long-term commitment to ensure we build a community of discerning investors. We look forward to further collaborations to foster a culture of sustained investment among our current and potential customers. We would also like to extend our appreciation to the team for their efforts in this NFO. Rakesh K #shrirammultisectorrotationfund #shriramfortune #shriramamc #JaisaSectorwaisatrend

Wealthy Habits: Build Systems, Secure Success The right goals map out your wealth growth journey, but the right systems ensure a consistent route to achieve it. While the right goals give direction, the right systems provide the structure to achieve them, even in dynamic market conditions. Next in the Wealthy Habits series, our experts focus on how setting systems can make a difference. Here's their take: Automated Investment Plans: Maintain discipline with consistent investments. Periodic Reviews: Keep your portfolio aligned with evolving goals and market trends. Risk Mitigation Strategies: Safeguard against uncertainties with proactive diversification and planning. True financial growth is built on systems that foster resilience, consistency, and long-term security—especially when the stakes are high. These systems don’t just support your goals; they ensure you reach them. #wealthyhabits #systemsandprocesses #growthandwealth Shantanu Bharadwaj Rakesh K

As an investor who is looking to grow and preserve their wealth, your journey demands precision, strategy, and vision. This begins with the right goals. Setting the right financial goals is not just about numbers—it’s about creating a roadmap that reflects your ambitions and values. In the first month of 2025, as we embrace new habits and enhance our current ones, we present to you Wealthy Habits, a series through which we hope to discuss wealth management as a habit that pays off. The first post in the series talks about setting the right goals. Here is a take from the experts in our team on why the right goals are essential and how to set them.  Define What Wealth Means to You  Is it about financial independence, creating a legacy, or making an impact through philanthropy? Your goals should mirror the narrative of your success.  Structure Your Goals Intelligently Immediate Priorities: Optimizing cash flow, creating liquidity, or funding personal or family milestones.  Mid-Term Milestones: diversifying investments, managing debt, or preparing for significant asset acquisitions.  Long-Term Vision: Planning for succession, building legacy funds, or supporting causes close to your heart.  Stay Agile, Stay Ahead The market evolves, and so do your priorities. Periodically review your goals and strategies to ensure they remain relevant and aligned with your aspirations. #WealthHabits #HNIWealthManagement #ShriramFortune

At Shriram Fortune, we’re committed to being your trusted partner in achieving financial clarity and legacy building. As 2025 unfolds, we look forward to helping you seize opportunities, preserve and grow wealth, and plan for a brighter future. Wishing you a successful and rewarding New Year!  #shriramfortune #wealthbuilding Shantanu Bharadwaj Rakesh K

At a recent symposium hosted by Saveetha College of Physiotherapy,  Rakesh K, our Business Head, and Anil Doshi, a senior leader, addressed students on the principles of wealth building and financial management. Their session emphasized the value of starting early, helping young minds lay the groundwork for a secure financial future. The event also included a sponsorship for the prize money at Dream Bright India, an intra-college event, supporting the college’s efforts to inspire and encourage student growth. We’re excited about more opportunities to connect with students and encourage them to take early steps toward financial independence. #ShriramFortune #FinancialManagement #WealthBuilding #YouthEngagement

The RBI’s recent updates to the monetary policy have sparked significant discussions on their potential economic impact. Our CEO, Shantanu Bharadwaj, shares his insights on the policy changes and its impact on inflation control, economic stability and growth #RBI #MonetaryPolicy #ShriramFortune #RepoRate #Inflation

Our CEO, Shantanu Bharadwaj, recently addressed a gathering at the 12th national conference at Qapita. He shared valuable insights on ESOP financing in public companies. He highlighted: The importance of fairness and transparency for listed clients. Practical solutions to navigate insider trading regulations. How companies can effectively leverage equity compensation programs to drive employee ownership and motivation. With his guidance, Shantanu reinforced Shriram Fortune's commitment to fostering financial literacy and empowering businesses to make informed decisions. #ESOPFinancing #EmployeeOwnership #ShriramFortune

Following the success of our event in Chennai, we have brought the Shriram Multi Sector Rotation Fund to investors of Coimbatore! This latest event aimed to educate and engage our customers about this new offering from Shriram Asset Management Company Limited. Our colleagues Kartik L Jain, Deepak Ramaraju, from Shriram Asset Management shared key insights and addressed investor queries. A special thanks to Rakesh K., Ramapriyan M, Deepak Nambiar, Krishnadas and Suresh, and the entire team for making this event a grand success. #ShriramFortune #ShriramAssetManagement #FinancialPlanning #InvestmentAdvice #MutualFunds #NFO #BeWithTheTrend

We're happy to share the success of our recent event in Chennai, which was organised to educate and inform our valued customers about Shriram Multi Sector Rotation Fund, a new offering from Shriram Asset Management Company Limited. It was a pleasure to have our colleagues from Shriram Asset Management - Kartik L Jain & Deepak Ramaraju, partner with us in sharing insights and addressing queries with our discerning investors. A special thanks to our leaders, Rakesh K and Ramapriyan M and the team for their contributions in organizing and executing this event. Together, we're committed to empowering our partners with the knowledge and tools they need to make informed investment decisions. #ShriramFortune #ShriramAssetManagement #FinancialPlanning #InvestmentAdvice #MutualFunds #NFO #BeWithTheTrend