Shreshtha Secure

"Where Vision Meets Value"

Financial Planning & Advisory Services

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Investment Planning

Goal-Based Return Optimization

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Insurance Planning

Health Insurance
Life Insurance

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Distribution Services

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Investment Solutions

Mutual Funds
Gold portfolio mgmt services

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Insurance

Life Insurance
Health Insurance

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Our Services

Mutual Funds

Mutual Funds

Invest across equity, debt, and hybrid funds tailored to your financial goals and risk profile.

Insurance

Insurance

Protect what matters most with our wide range of life, health, and general insurance plans.

Broking

Broking

Trade confidently with real-time access to markets, insights, and expert support.

Fixed Deposits

Fixed Deposits

Secure returns from institutions like Bajaj Finance and HDFC with attractive interest rates.

Bonds

Bonds

Explore government and corporate bonds, including 54EC tax-saving options.

PMS & AIF

PMS & AIF

Advanced investment solutions for HNIs through PMS and AIFs for wealth growth.

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About Us

I remain deeply committed to delivering value, building trust, and fostering long-term financial well-being for my clients.

About Vishal Prakash Kawle

With over 14 years of distinguished experience in the financial services industry, I have built a strong track record of delivering tailored wealth solutions to a diverse and discerning clientele. My most significant tenure was with SBI Mutual Fund, where I played a pivotal role in managing and curating bespoke portfolios for Ultra High Net-Worth Individuals (UHNI), consistently driving client satisfaction and portfolio growth.

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WHY US

🤝 Proven Track Record
Trusted by Hundreds of Clients Across Multiple Sectors
Delivering Consistent Results and Long-Term Value
🔍 Transparent, Real-Time Insights
Track your portfolio with crystal-clear reports. No hidden fees, no guesswork.
⚙ Tailored to You
Build personalized strategies based on your goals and risk appetite.
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