About Me
I, Yogesh Gujarathi, am an AMFI certified Mutual Fund Distributor. I am also a qualified Insurance Advisor. Serving more than 350 clients for insurance and 850 clients for mutual fund…
I am a diploma in industrial electronics engineering and entered in stock market may 2004, Actively started mutual fund advisory from 2013 at Shri Yog securities, We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from 2004
Read MoreOur Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
It was really great experience to be a part of financial planning.
The master advisor Mr Yogesh Gujarathi has a good knowledge and his advisory services based on financial planning and asset allocation with goal oriented. “I walk away with many ideas on my mind, how I can make an impact in my financial muscle.
Dr Hitesh Mujlde
I met Mr Yogesh Gujarathi during his Investor Awareness Programmeconduct by
Shri Yog Securities in Sep 2015 for first time.
My investments unorganized in my financial part. After this I got services from him and move physical to digital with e-investing and having extremely useful guidance from him which helped me to well organize at all in financial goal planning.
Rahul Padhye
I was looking for something Technology - a user-friendly platform, simple sign-up process, expert fund recommendations, good service... Shri Yog Securities has it all.
Rahul Poorey
It was really great experience to be a part of financial planning.
The master advisor Mr Yogesh Gujarathi has a good knowledge and his advisory services based on financial planning and asset allocation with goal oriented. “I walk away with many ideas on my mind, how I can make an impact in my financial muscle.
Dr Hitesh Mujlde
I met Mr Yogesh Gujarathi during his Investor Awareness Programmeconduct by
Shri Yog Securities in Sep 2015 for first time.
My investments unorganized in my financial part. After this I got services from him and move physical to digital with e-investing and having extremely useful guidance from him which helped me to well organize at all in financial goal planning.
Rahul Padhye
I was looking for something Technology - a user-friendly platform, simple sign-up process, expert fund recommendations, good service... Shri Yog Securities has it all.
Rahul Poorey
It was really great experience to be a part of financial planning.
The master advisor Mr Yogesh Gujarathi has a good knowledge and his advisory services based on financial planning and asset allocation with goal oriented. “I walk away with many ideas on my mind, how I can make an impact in my financial muscle.
Dr Hitesh Mujlde