Shree Sidvin: Ensuring Sustained Wealth Creation across Market Cycles through Diversified Asset Allocation

We’re currently witnessing a tremen­dous shift in people’s mindset towards financial planning and wealth man­agement. With an increase in financial awareness and disposable incomes across house­holds, people are now more ambitious about their financial aspirations and on the constant look-out for investment options that provide steady growth even in the long-term.

But given the highly volatile nature of financial markets, this is easier said than done and requires intricate understanding of various market dynamics.

Handholding individuals with a clear understanding of their behavior, to successfully traverse through diverse nitty-gritty of investment realm are consulting firms such as Shree Sidvin. Based in Bengaluru, Shree Sidvin was incepted in 1994 with a vision to help individuals and families realize their financial aspirations by providing reliable, insight-driven investment solutions.

From managing only a handful of clients initially, the company has grown exponentially since then and today boasts of managing ₹1800 crore for over 400 families and 1700+ individuals, firmly positioning itself among the most sought-after investment consultants in India.

Steering Clear of Market Volatilities

As a full-scale financial consulting firm, Shree Sidvin offers services across five broad areas – Financial Planning, Investment Advisory, Estate Planning, Succession Strategies, and Insurance. Among these, financial planning and investment advisory have been the flagship verticals for the company wherein it first gets a clear understanding of the client’s financial objectives, assesses their current financial condition along with risk profiling, and accordingly formulates a custom investment strategy that aligns with the client’s lifestyle as well as financial aspirations.

Diversification has always been the cornerstone of Shree Sidvin’s investment strategy where it focuses primarily on allocating clients’ assets across diverse markets and commodities to ensure that their overall portfolio continues to perform even during volatile market conditions.

At Shree Sidvin, we act as long-term wealth partners who provide the reassurance and clarity needed to navigate through market volatility

B. Srinivasan & Raman Gupta, Director

“At Shree Sidvin, we act as long-term wealth partners who provide the reassurance and clarity needed to navigate through volatility, including in times where there is no growth or a bearish view on the market. Our investment philosophy is anchored around diversified asset allocation to ensure that our client portfolios beat the market consistently while minimizing risk.

What makes us different is our ability to blend data-driven discipline with human-centered engagement, ensuring that clients not only invest wisely but also remain confident during uncertain times”, says B. Srinivasan, Director, Shree Sidvin.

Expertise-driven & Client-centricity – The USP

Following a strict ‘No Compromise’ attitude towards quality, Shree Sidvin leaves no stone unturned to ensure that its clients get nothing short of the best quality service. While its team of six Certified Financial Planners offer technically sound advice pertaining financial planning & wealth management at par with global standards, the operations team is NISM certified to ensure utmost diligence to clients’ service.

Additionally, the company follows a collaborative service delivery model wherein clients are provided with the collective wisdom of the entire team instead of a single advisor’s perspective. Going a step further, the firm also provides dedicated client support to all customers and regularly interacts with them through periodic review meetings, annual financial health checkups, and proactive communication during significant market events.

Also striving to educate its clients, Shree Sidvin conducts numerous webinars and financial awareness sessions to empower them with the right knowledge to make informed investment decisions. However, the primary differentiators for the company is its ability to manage wealth for up to four generations within the same family of clients, ensuring continuity and consistency across decades.

As a standing testimony to Shree Sidvin’s top-notch service quality, trust and reliability, over 85 percent of its new client on boarding happens through referrals from existing clients, with the average client relationship spanning 16+ years and its first client continuing their association even today.

“Unlike transactional advisors, we build enduring partnerships rooted in integrity, transparency and personalization. Our guiding philosophy is summed-up in our tagline ‘Reliable Rewarding Relationships’, where Reliability corresponds to standing by our clients through every market cycle; Rewarding refers to the financial returns as well as the peace of mind and confidence that’s a result of having a trusted partner; and Relationships highlight the long-term trust we cultivate that often spans across multiple generations of families”, adds Raman Gupta, Director, Shree Sidvin.

The Path Ahead

Going forward, Shree Sidvin plans to further strengthen its tech capabilities to facilitate seamless client experience and will also be expanding its estate & succession planning vertical with new frameworks to better serve next-generation investors.

Additionally, it is also looking forward to enhance financial literacy among its clients so that they’re able to make smart investment decisions with a clear understanding of the reasoning behind it as well.

Overall, in the long run, the company aspires safeguarding its legacy as a trusted partner even for the decades to come.