MOHIT BERIWALA
Managing Funds
3
AUM (₹ Cr)
61.1
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
Just Links
SHREE SMART MARKET PLAN
Equity: Multi Cap
AUMs (₹ Cr)
11.4
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Inception Date |
|---|---|---|---|---|---|
|
1.70% |
6.50% |
NA | NA | NA | April 2022 |
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Shree dynamic plan
Multi Asset
AUMs (₹ Cr)
14.27
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Inception Date |
|---|---|---|---|---|---|
|
1.44% |
3.27% |
-4.42% |
NA | NA | April 2023 |
Just Links
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Multi Asset
AUMs (₹ Cr)
35.43
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Inception Date |
|---|---|---|---|---|---|
|
1.76% |
8.09% |
1.06% |
17.60% |
NA | April 2022 |
No Funds Found.
