DILIP AGRAWAL (DIRECTOR OF SHREE SIDDHIVINAYAK INVESTMENT AND REALTY)
- AUM as of now: 66 crores (as of 07th July 2023)
- Client base: 750+ families
- Employees: Dedicated team of 4 employees
- Office Location: Borivali West, Mumbai, India
In today’s fast-paced world, financial planning has become more important than ever before. From securing one’s future to managing assets, the demand for reliable wealth management firms has increased dramatically. One such firm that has been making waves in the industry is Shree Siddhivinayak Investment & Realty (SSIR).
Shree Siddhivinayak Investment & Realty (SSIR), founded by Mr. Dilip Agrawal, has been managing the wealth of over 750 families. The company’s mission is to help families create wealth for the long term. Located at Moksh Plaza in Borivali West, SSIR has become a popular choice for individuals seeking expert financial advice.
Mr. Agrawal’s leadership style is focused on building long-term relationships with clients. He understands that trust is the foundation of any relationship, especially when it comes to managing wealth. His team’s approach to financial planning involves analyzing each client’s unique financial situation, taking into account their risk tolerance and investment goals, and tailoring a customized solution that will help them achieve their objectives.
SSIR’s team is known for its dedication to client servicing. The Relationship Managers (RMs) Mr. Pawan and Mrs. Aditi focus on giving the best service to their clients. They also maintain proper data of their clients so that in their upcoming meetings, it would be easier for both parties to review their portfolios.
What sets Shree Siddhivinayak Investment & Realty (SSIR) apart is its positive office culture. Clients feel comfortable discussing their queries with the Relationship Managers or the Business Head, thanks to the welcoming environment that SSIR has created. Mr. Dilip Agrawal believes that it is necessary to provide appropriate solutions for financial needs. Clients expect distributors to guide and help them achieve their goals, and SSIR does just that. One of the reasons behind SSIR’s success is the team’s commitment to staying up-to-date with the latest industry trends and best practices.
Agrani Agrawal Hurgat
Dilip Agrawal’s daughter, Agrani Agrawal Hurgat, has recently joined the family business at SSIR, and her presence has been a great asset to the company. Being a second-generation entrepreneur, Aggrani brings with her a fresh perspective and new ideas to the table. Her addition to the team has brought renewed energy and enthusiasm, helping SSIR to grow and expand even further.
Agrani has a background is a certified financial planner and family financial expert. Her experience and expertise have been invaluable to the company, and she has quickly become an integral part of the team.
Dilip Agrawal and Agrani Agrawal Hurgat share a common vision for SSIR, which is to provide their clients with the best possible financial solutions and help them achieve their goals. With Aggrani’s addition to the team, SSIR is now even better equipped to serve their clients and meet their needs.
Shree Siddhivinayak Investment & Realty (SSIR)’s dedication to excellence, personalized attention, and continuous learning have helped them establish themselves as a leading financial advisory firm. Their commitment to giving back to society has also helped them earn the respect and trust of their clients.
In conclusion, Shree Siddhivinayak Investment & Realty (SSIR) is a shining example of how a financial advisory firm should operate. Mr. Agrawal’s leadership style, coupled with the dedication and commitment of the entire SSIR team, has helped them achieve remarkable success in a highly competitive industry. If you are ready to take control of your financial future, visit Shree Siddhivinayak Investment & Realty (SSIR) and join the hundreds of families who have already unlocked the secrets to long-term wealth with Dilip Agrawal and his dedicated team.
