MOHIT BERIWALA
Managing Funds
3
AUM (₹ Cr)
73.81
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)
28.36
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Inception Date |
|---|---|---|---|---|---|
|
-11.76% |
-8.20% |
-2.23% |
NA |
NA |
April 2022 |
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Shree dynamic plan
Multi Asset
AUMs (₹ Cr)
11.17
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Inception Date |
|---|---|---|---|---|---|
|
-8.54% |
-7.16% |
-4.12% |
NA |
NA |
April 2023 |
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SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Multi Asset
AUMs (₹ Cr)
34.28
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Inception Date |
|---|---|---|---|---|---|
|
-10.35% |
-7.63% |
-0.16% |
13.50% |
NA |
April 2022 |
No Funds Found.
