About Shreeya Investment

Shreeya Investment was founded in 2014 with a vision to provide transparent investment guidance, wealth creation support, Demat and Trading account assistance, and financial planning solutions for individuals and businesses.

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Who We Are

Shreeya Investment is a trusted investment support and client assistance firm serving investors since 2014. With over a decade of experience, we are committed to helping individuals and families make informed financial decisions through transparent guidance, responsible support, and a client-first approach.

We provide assistance across a wide range of financial services, including:

  • Demat & Trading Account Opening
  • Stock Market Awareness & Investor Education
  • Stock Recommendations & Market Insights
  • Upcoming IPO Information & Guidance
  • Loan Against Mutual Funds Assistance
  • Term Insurance Plan Guidance
  • Wealth Building Support
  • Financial Planning Assistance
  • Other Financial Support Services

Our mission is to empower investors with the knowledge and confidence needed to participate in the financial markets responsibly. We believe every investor should understand the risks, charges, processes, and suitability of financial products before making any investment or trading decision.

At Shreeya Investment, we focus on building long-term relationships through dedicated service, continuous support, investor awareness initiatives, and honest communication. Our goal is to help clients build a strong foundation for long-term financial growth and security.

Our Journey

2014

Founded

12+

Years of Service

Angel One

Account Support

Client First

Service Approach

Leadership Team

Meet the people behind Shreeya Investment, guiding the firm with experience, integrity, and a client-first approach.

Founder

Vimal Patel

Founder & Executive Director

Founded Shreeya Investment in 2014 with a vision to simplify investing and help clients build long-term wealth through transparent guidance and investor education.

Co-Founder

Manoj Patel

Co-Founder & Strategic Advisor

Leads strategic growth, financial planning support, loan against mutual funds guidance, and client-focused financial solutions.

Priti Patel

Priti Patel

Vice President – Investments

Brings over 5 years of experience across business development, category management, management consulting, and digital commerce.

Hetal Patel

Hetal Patel

Vice President – Investments

Has over 10 years of experience in credit rating, corporate finance, and investment banking, helping clients make informed financial decisions.

What We Do

We provide investment support, wealth creation solutions, Demat and Trading account assistance, stock recommendations, IPO guidance, financial planning, and investor education.

Demat & Trading Account Assistance

We assist clients in opening Demat and Trading accounts through the official Angel One account opening process.

  • Individual account support
  • HUF physical form assistance
  • Minor account guidance
  • Partnership account support

Stock Recommendation Support

We provide research-based stock recommendation support with proper risk disclosure and market awareness.

  • Stock recommended list
  • Market view discussion
  • Risk and reward explanation
  • Entry, target and stop-loss awareness

Upcoming IPO Information

We share upcoming IPO information and help clients understand IPO process, risk factors, and application basics.

  • Mainboard IPO updates
  • SME IPO information
  • Price band and lot size awareness
  • IPO risk disclosure

Our Service Approach

Since 2014, Shreeya Investment has focused on client support, transparent communication, and responsible market participation. We aim to make the investment journey easier for clients by explaining processes, risks, and available options in simple language.

Whether a client wants to open a Demat account, explore stock market opportunities, invest in IPOs, plan for long-term wealth creation, or receive financial guidance, we provide timely and professional assistance.

Our Core Values

  • Transparency in communication
  • Client-first support approach
  • Risk awareness before investment decisions
  • Responsible market participation
  • Long-term relationship building
  • Continuous service and support

Our Mission

To empower investors through transparent guidance, investor education and responsible wealth creation.

Our Vision

To become one of India's most trusted investment support firms through ethical service and long-term client relationships.

Why Choose Shreeya Investment?

10+

Years Experience

Client

First Approach

100%

Transparent Guidance

Support

Dedicated Assistance

Important Risk Disclosure

Investments in securities market are subject to market risks. Stock recommendations, IPO information, market views, or research support are not guaranteed to generate profit.

We do not provide assured income, guaranteed returns, fixed profit, or sure-shot calls. Clients should make investment decisions after understanding their own risk profile, financial goals, and suitability.

Read Risk Disclosure

Start With Shreeya Investment

Contact us for Demat account assistance, stock recommendations, IPO guidance, wealth creation strategies, and professional investment support.

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