Have Any Questions?
+91-22-35923920 / 35900697
Send Us Email
mutualfunds@shreejikosh.com
About Us
about company
Shreeji Kosh Services
Founded in 1995, Shreeji Kosh Services has grown into a multi-asset financial services organisation trusted by families, business owners, HNIs and corporates across India. With more than three decades of experience, a technology-led ecosystem, and a commitment to transparency, we offer a diversified suite of services spanning equity markets, fixed-income avenues, mutual fund ,PMS and AIF distribution, life and general insurance, commodities, and estate documentation.
Our client-first approach, 95% digital operations, and research-backed insights enable individuals and institutions to navigate financial decisions with clarity and confidence. Today, we serve more than 2000 clients across retail, HNI and corporate segments with structured, disciplined and transparent solutions.
+
Trusted
Clients
+
Years of
Experience
%
Digital-First
Operations
our purpose is guided by clear principles
Building Trust. Enabling Progress. Creating Long-Term Confidence
Our Vision
To be a trusted financial services organisation that enables individuals, families, and businesses to make confident financial decisions through transparency, discipline, and long-term thinking.
Our Mission
To deliver reliable, technology-driven financial services across multiple asset categories, helping clients build stability, protect interests, and achieve consistent outcomes through informed participation in financial markets.
Our Values
We believe trust is built through honesty, clear communication, and ethical practices in every interaction.
Every recommendation, process, and outcome is communicated clearly, ensuring clients always know where they stand.
A Vision Built on Integrity, Experience & Long-Term Trust
Mr. Anand Ved
The founder of Shreeji Kosh Services and a seasoned professional with more than three decades of experience in the financial services industry. His expertise in the industry enables him to guide clients with a strong balance of market insight and practical decision-making.
Under his leadership, the firm has strengthened its reputation for values, transperancy , and client-centric operations. Known for his structured approach and commitment to transparent practices, Mr. Ved ensures that every client engagement is aligned with long-term objectives and sound financial principles.
A strong advocate of organisational integrity, he has played a pivotal role in building a team anchored in ethics, accountability, and professionalism.
He has also driven the organisation’s strategic direction by enhancing operational efficiency and fostering technology-led processes that support seamless investment management. His steady leadership and deep product knowledge continue to serve as key pillars in the company’s growth and ongoing commitment to delivering comprehensive financial solutions.
Experienced Professionals Driving Purposeful Growth
Leadership Team
The leadership team at Shreeji Kosh Services brings together seasoned professionals with diverse expertise
Monica Black
chief communication officer
Peter Perish
chief business project
Olivia Woodson
international consultant
Peter Adams
co-founder of company
Experienced Professionals Driving Purposeful Growth
Leadership Team
The leadership team at Shreeji Kosh Services brings together seasoned professionals with diverse expertise
Hiren Gala
27 Years at Shreejikosh Services
Hiren is our resident market specialist with nearly three decades of experience. He excels at "reading" the stock market using technical analysis and chart patterns. By understanding market timing and momentum, Hiren helps clients navigate ups and downs with clarity.
Sachin Pandya
20 Years at Shreejikosh Services
With over two decades of experience in the financial and investment sector, Sachin is the go-to expert for investment options like Mutual Funds, Alternative Investment Funds (AIF) and Portfolio Management Services (PMS). Sachin's dedication to excellence aligns seamlessly with our commitment to delivering outstanding value to our clients.
Tejas Gajaria
20 Years at Shreejikosh Services
Tejas helps clients look beyond just stocks to build truly diverse portfolios. He is an expert in Commodities everything from gold and silver to energy and agricultural commodities. Tejas plays a pivotal role in steering our organization towards new heights of achievement, offering clients the benefit of his extensive experience and insights
Smita Mhatre
20 Years at Shreejikosh Services
Smita takes a "big picture" approach to your money. She balances the excitement of the Stock Market with the safety of Insurance. Her goal is to make sure your wealth grows through smart equity investments while remaining protected against life’s uncertainties, giving you a balanced path to financial freedom
Sachin Gurav
Head - Mutual Fund Operations
Trupti Rawale
Head - Equity Operations