1407/03, Markandeyan Chetty street, Nagapttinam 611001.
Email: invest@sriwealth.in | support@sriwealth.in
Call Us For Inquiry: +91 7530024689
About Us

About Us - Sri Wealth Investments

At Sri Wealth Investments, we are a trusted name in financial planning in Nagapattinam with over 20 years of experience in financial services, helping individuals, families, and NRIs build, protect, and grow their wealth with clarity and confidence. As a leading mutual fund distributor in Nagapattinam,...

About More

1500+

LIC Policy Holders

500+

Mutual Fund Clients

100+

Health Insurance client

150+

General Insurance client
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How We Works In Your Best Interest

After 25 years, it would have accumulated to

5,000 /- Per Month
25.79L

Savings Bank | @4% Return

40.74L

Fixed Deposit | @7% Return

56.48L

Gold | @9% Return

94.88L

Sensex | @13% Return

Last 10 years return as on 15-5-2023

94.88L

Mutual Funds | @15% Return

Goals

It's Always A Good Time To Invest And Plan - Your Goal!

By starting with a small SIP amount, you can benefit by power of compounding to meet this goal

image Child's Education

imageKid's Marriage

image Retirement

imageBuying A Car

imageVacation

imageProperty

image Other

Testimonials

What Our Clients Say

Dr Barat Jeeva

Excellent Financial Advisor - Highly Recommended

I am extremely satisfied with the guidance and support provided by my financial advisor. Their explanations are clear, practical, and tailored to my financial goals. They take the time to understand my need... Read More

U Yousuff Farhan

I had a wonderful experience with SRI Wealth Investments. Their team provided clear and personalized financial planning advice tailored to my goals. They took the time to explain every step and made investing feel easy and transparent. I highly recommend them to anyone looking for expert financial guidance.

Parthipan D

Great service! Clear explanations, timely support, and helpful future planning suggestions. Very satisfied.

Nisa Nadhima

Our company Staff Kindly approachs I like it. Then our company send many investment ideas it's very useful.our company help to future savings.Thank you so much.

Aruna Elangovan

Sri wealth investment has good service and best investment plans. Keep it up and go moving on.

Nivetha Arch

"Excellent service and quick response from customer support. Found the perfect policy for my needs in no time!"

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