Sresta Wealth Management
Comprehensive Financial Solutions for Secure Growth – Tailored Insurance, Investments, and Loans for Your Peace of Mind
Get StartedThe journey from investment banking to comprehensive wealth management firm
Investment exposure to mutual funds
(2003)
Financial express founded; began mutual fund distribution; started Life, Health and Motor insurance servies
(2007)
Bonanza and Motilal Oswal Brokerage branches opened in
(2010/12)
Automated MF business on NSE MF Platform and also promoted Sovering Gold Bonds(SGB) of RBI
(2016)
Focus on SME Insurance Prodocts like Group mediclaim/Marine/Workmen Compensation, Fixed Deposits or leading Banks/Corporates
(2020 onwards)
Merged with Sresta Group; became Sresta Wealth Management
(2023)
Key Features
Personalized Advice
Tailored financial planning for your goals.
Secure Transactions
Banking-grade security for peace of mind.
Digital Tools
Calculators and apps for easy management.
24/7 Support
Dedicated customer service anytime.
Strong Customer Base
Customers Enabled by Technology and Digitization
Experienced Management
Seasoned leadership driving strategic growth and excellence
MEET OUR LEADER