About Our Company - Shrivas Wealth
At Shrivas Wealth, we’re more than just financial advisors—we’re a second-generation, family-driven financial planning practice built on trust, simplicity, and relationships.
Our journey began with Mr. Ajay Shrivas, who dedicated himself to helping people in Bhusawal understand money, make better investment choices, and secure their families' futures. Today, that vision is carried forward with fresh energy and professional expertise by his son, Yash Ajay Shrivas.
We’re proud to bring our legacy of service to a wider audience—now expanding our footprint to Pune, offering digital-first, yet deeply personal financial advisory services.
Our Legacy
Mr. Ajay Shrivas has been a trusted name in mutual fund distribution in Bhusawal for over a decade. With a humble beginning and a strong sense of responsibility, he has helped hundreds of families and individuals take informed steps toward their financial goals.
Known for his honesty, simplicity, and lifelong client relationships, he built Shrivas Wealth on the values of trust, education, and service—long before financial planning became a trend.
Today, his legacy is carried forward by his son, Yash Ajay Shrivas, a Certified Financial Planner (CFP®), who brings fresh energy, professional training, and digital expansion to the practice.
Meet Our Co-founder
CFP Yash Shrivas
Yash Shrivas discovered his passion for personal finance and money management through real-life experiences and a strong family legacy in financial services. Inspired by his father, a respected mutual fund distributor in Bhusawal, Yash recognized early on that true wealth is not about income—but about how one manages, saves, and invests over time.
At the age of 28, Yash began actively working in the financial services industry and has since built a strong foundation in goal-based planning, mutual fund distribution, and insurance advisory.
His belief is simple yet powerful: financial planning is not just about numbers—it’s about helping people live better, more secure lives.
Yash started by assisting his father in managing client portfolios in Bhusawal and soon began guiding young earners, families, and professionals with financial clarity. Today, he serves clients across Bhusawal and Pune, and is expanding his footprint into the digital space to reach NRIs and clients across India.
Having personally worked with clients from diverse financial backgrounds, he emphasizes that discipline, time, and the right financial habits can turn modest savings into substantial wealth.
He holds a Bachelor's degree in Computer Applications and has earned his Certified Financial Planner (CFP®) certification, along with the NISM 5A license. His continuous learning mindset and practical approach make him a trusted financial coach for families and individuals alike.
Our Brand Story
Our logo is more than just a symbol — it’s a reflection of our philosophy, heritage, and promise.
At first glance, you see a sharp upward arrow, boldly rising — this represents growth, direction, and progress, the very essence of what we aim to deliver in our clients' financial journeys.
But look closer, and you’ll notice two interlocking shapes, forming a stylized "S" and "W" — a subtle tribute to Shrivas Wealth. The interconnection signifies the bond between generations, as our practice is built on a legacy started by Mr. Ajay Shrivas, and now carried forward by the next generation with modern expertise and a client-first mindset..
Shrivas Wealth transformed my financial planning with their expertise and personalized approach. Highly recommend their services!
Amit Sharma
The team at Shrivas Wealth provided exceptional guidance and support throughout my investment journey. Truly grateful!
Priya Mehta
