In a unique initiative that blends financial wisdom with social purpose, Shriram Wealth Limited and Round Table India (RTI), a renowned non-profit organisation focused on community development, have signed a Memorandum of Understanding (MoU) to promote financial awareness among RTI members, and contribute to Philanthropic initiatives across India.

The partnership is built on a shared belief that nation-building requires strong personal foundations. Shriram Wealth through this partnership is also enabling its clients to participate in various Philanthropic and CSR initiatives undertaken by RTI across the country. The collaboration reflects Shriram Wealth’s commitment to meaningful engagement by sharing its financial expertise not only with members of Round Table India, but also with communities at large—empowering them to make informed financial decisions for a more secure future.

“At Shriram Wealth, we’ve always believed that financial empowerment is not a privilege — it’s a responsibility,” said Vikas Satija, MD & CEO of Shriram Wealth. “Through this collaboration with Round Table India, we aim to strengthen the personal financial journeys of those who are already driving change in society. It’s about offering ‘Wealth, Your Way’ — solutions that respect individual goals, values, and aspirations."

"Round Table India has been at the forefront of community upliftment through its extensive work in education, healthcare, and infrastructure support. With thousands of active members across the country, it has consistently championed causes that touch lives across society. “Round Table India has always focused on building the nation through service and fellowship,” said Tr. Rachit Bansal, National President of Round Table India. “This collaboration with Shriram Wealth brings in a new dimension to that journey — by encouraging our members to invest in themselves while continuing their work in society. We are glad to have found a like-minded partner who understands that creating impact begins with financial stability.”

Shriram Wealth through this joint effort will engage with broad spectrum of stakeholders through facilitated interactions and offer personalised financial solutions tailored to their individual needs. It reflects a deep alignment of values between the two organisations — both rooted in trust, integrity, and long-term vision.

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About Shriram Wealth Limited

Shriram Wealth is a forward-thinking wealth management firm built on the trusted foundation of Shriram Group and the global expertise of Sanlam Group. Established as an equal partnership, the company is dedicated to providing bespoke financial solutions tailored to India’s rising affluent and high-net-worth individuals.

Guided by a relationship-first approach and powered by cutting-edge technology, Shriram Wealth offers customised financial solutions – wealth management, lending solutions, protection solutions, global investment opportunities, and inheritance and legacy planning to individuals, families and corporate clients nationwide. Through in-depth research, digital intelligence, and personalized engagement, the firm helps clients grow, safeguard, and sustain their wealth—ensuring every interaction is rooted in trust, transparency, and long-term value.