About
A financial services firm being built thoughtfully.
We are preparing to launch as an AMFI-registered mutual fund distributor. Here is what we are building, and why.
Our story
ShiriInvest is a financial services firm being built around a simple idea: that disciplined, goal-based investing — done with clarity and the right guidance — is how Indian families build lasting wealth.
We are currently in the process of obtaining AMFI registration as a mutual fund distributor. Once registered, we will work with clients across mutual funds, insurance, fixed-income products, and retirement planning — combining regulatory compliance, a disciplined process, and personalised guidance.
Our philosophy
We believe wealth is built intentionally, not accidentally. Every plan we recommend will start with understanding your goals, risk profile, and life stage, and continue through periodic reviews that keep your plan aligned as life changes.
What we are building toward
- Goal-based mutual fund distribution. Every recommendation tied to a written goal.
- Disciplined process, not product-pushing. Reviews scheduled, not improvised.
- Transparent commission disclosures. Published per AMFI norms once registered.
- Regular portfolio reviews. Twice a year, in writing.
- Access to a curated set of top AMCs. Diligent short-listing, not the whole universe.
Where we are today
Registration is in progress. Site, content and operational processes are being built so that on day one of being live, we can serve clients properly. Join our notify list and we will let you know the moment we are ready.
The team
[Founder name, founder bio, founder photo to be added before go-live.]
Be first in line
Join the notify list and we will email you the moment we go live.
- We email you the day we go live — and nothing in between unless you opt in.
- We never sell or share your contact details.
- Tell us what to launch first — we'll prioritise accordingly.