MOHIT BERIWALA

MOHIT BERIWALA

Managing Funds
3
AUM (₹ Cr)
78.83

Overview

Mohit is the Founder of SRM. He is an FRM, CFA & IIM-B alumnus. Since 2006, he has been helping Entrepreneurs & Professionals safeguard their assets and reach the goal they desire. Mohit is an FRM, CFA & IIMB Alumnus He has been active in the financial market since he was merely 19 years of age. Since 2006, Mohit has been running a prominent wealth advisory business and has been helping Entrepreneurs and Professionals safeguard their assets and reach the goal they desire.

Funds

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SHREE SMART MARKET PLAN

Equity: Multi Cap

AUMs (₹ Cr)
27.02
1 Month 6 Months 1 Year 3 Years 5 Years Inception Date

1.51%

5.81%

17.82%

NA NA April 2022
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Shree dynamic plan

Multi Asset

AUMs (₹ Cr)
13.85
1 Month 6 Months 1 Year 3 Years 5 Years Inception Date

1.51%

2.97%

7.28%

NA NA April 2023
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SHREE RAMA MANAGERS - Shree Wealth Builder Plan

Multi Asset

AUMs (₹ Cr)
37.96
1 Month 6 Months 1 Year 3 Years 5 Years Inception Date

1.39%

4.85%

15.07%

18.56%

NA April 2022
No Funds Found.