Happy Clients
500+ Investors
Flexible Investments
No. of years
10+
years of experience
Welcome to shriyogsecurities
Invest to Achieve Your Financial Goals
We’ve been in the mutual fund industry since 1987, offering top-tier investment solutions.
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
Our Offerings
Services
Our Strength
Why Invest with Us
Our mutual funds are designed to offer diversified portfolios, low fees, and expert management to help you achieve your financial goals.
Competitive Returns
Easy Investment Process
Investment Process
Investment Consulting
Portfolio Performance
How It Works
Our Investment Process
step
Collect data
Your risk profile, past investments, your preferences and concerns - all are considered here.
step
Portfolio building
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
step
Portfolio review
Review frequency and timing are defined according to the portfolio’s structure and objectives.
K
Satisfied Investors
K
Daily Returns
%
Fund Success Rate
Expert Advisors
Ask anything
Our Financial Calculators
our testimonials
peoples talk about
our service
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
our Partners
our Trusted Partners
Copyright © 2026 shriyogsecurities
Design and Developed by
