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. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits. In one roof capability of analyzing various products on various parameters before suggesting them to clients. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do.

We at Shri Yog Endeavour to provide the best in class service and solutions to all our clients… Our various financial services provide more information on some of the products and technology solutions that we have created for you growth is based on unwavering principles and philosophies. Open communication with clients helps us stay ahead of competition while ensuring that we keep the faith bestowed upon us safe.

Responsibility for your future is at the core of values, influencing actions that help us retain client belief. Investment and growth go hand in hand which is why i will continue to innovate, to create a healthier financial muscle.

We have established ourselves as a dependable and expert group as far as insurance and investments are concerned. We offer personalized financial planning and wealth management services as we strongly believe that like you, your financial needs and aspirations are also unique and that needs to be addressed correctly. Designing, implementation and review are fundamental to all the services that we offer. To us all our relationships with clients are long term – forever. We consider our clients as an extended family

Majorly working in Term and Health insurance along with equity/debt mutual fund…

As time went by we have emphasized our focus on technology and ease of access of services at fingertip. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. We are present in web as well in mobile devices. We handhold you to understand reports and analysis of your investments and insurance and at the same time guide you for further actions that needs to be taken. We keep transparency throughout our services. Our most valuable asset is you and your faith on us. We value that above everything.