Empowering Every Financial Journey with Trust, Expertise and Opportunity

Discover investment solutions for every financial journey with Shriram Financial Services. Invest across equities, IPOs, mutual funds, and wealth management to build long-term wealth.

Company Overview

Shriram Financial Services is a trusted investment services company offering personalised solutions across Equities, Derivatives, Commodities, IPOs, mutual funds, fixed income and more. Backed by the Shriram Group's 50+ years legacy, we help individuals, families, businesses and institutions build wealth at every stage of their journey.

What sets us apart is a customer-first philosophy - understanding each investor's goals, offering transparent guidance and building long-term trust. By combining industry expertise, personalised service, and digital capabilities, we empower investors across India to make confident decisions and build lasting wealth.

Our Mission, Vision & Value

The principles that guide every client interaction and business decision at Shriram Financial Services.

MISSION

To be the destination for personalised financial solutions that help individuals plan, protect and grow their finances.

VISION

To make investing an inclusive, trustworthy and rewarding experience, bringing every Indian household closer to financial security and long-term prosperity.

VALUE

We believe our knowledge, combined with our investors' trust and involvement, is what turns financial planning into an exciting, empowering experience.

Our Group

The Shriram Group

The Shriram Group, established in 1974, is one of India's most respected and enduring financial services conglomerates. What began as a humble chit fund business, rooted in the spirit of the finance community, over the past 52 years has now grown into a diversified powerhouse serving millions of customers across the country.

Founded by Mr. R. Thyagarajan with the vision of empowering the common man through financial inclusion, the group aims to uphold his guiding mantra of "People First". As of December 2025, the group is backed by the strength of 1,18,000+ employees across all group entities, a robust network of 4,700+ branches, nationwide service centres, ₹3.65 lakh crores in assets under management (AUM) and the trust of 30.91 million active customers.

Shriram Group's unwavering focus has always been financial security by providing loan services, insurance solutions, asset management, broking services, investments, and more. Be it enabling a truck driver seeking his first vehicle loan, a small entrepreneur building his business from scratch or someone looking for car insurance for a brand-new car, this founding principle of financial inclusion remains the group's most powerful differentiator.

  • 1,18,000+ Employees
  • 4,700+ Branches & Service Centres
  • 50+ Year Legacy

The Sanlam Group

Sanlam is a leading client-focused, integrated financial services group in Africa and is expanding its presence in India. A trusted brand built over more than 100 years, Sanlam combines deep industry expertise, strong client relationships and a robust financial foundation to drive sustainable growth and create long-term value. It offers a diverse range of financial solutions, spanning life and health insurance, general insurance, credit structuring, investment management, and more.

The company's journey began in December 1917, when a small group of Afrikaners and a Scotsman met at the Royal Hotel in Cape Town to discuss forming a company that would later have a major impact on South Africa's economic history.

Sanlam has a history of empowering South Africans and is a trusted adviser to retail and institutional clients across the continent and beyond. Sanlam is committed to protecting its clients' wealth and peace of mind and empowering them to live with confidence.

  • 107+ Years of Service to Clients
  • AAA MSCI ESG Index Rating
  • Present in 29 African & Asian Markets
  • Africa's Leading Insurer

What We Do

Shriram Financial Services provides a wide range of personalised investment, trading and wealth management services to its retail and HNI clients. These include Equities, Derivatives, Commodities, LAMF, LAS, Mutual Funds, IPOs, Portfolio Management Services, Fixed Income offerings and more.

Broking

From stocks to derivatives to commodities, our broking desk covers the full spectrum of the markets. Fast execution, transparent pricing, and research-backed insights help you trade smarter, not just faster.

Investment

Not all goals need the same investment. That's why we bring mutual funds, IPOs, NPS, and fixed deposits into a single ecosystem. So short-term savings and long-term retirement planning can sit side by side, backed by expert guidance.

Loans

Your investments can do more than grow, they can fund your short-term requirement or emergency need. With loan against shares and loan against mutual fund, turn your existing investments into quick funds - facilitate for quick approvals, competitive rates, and your portfolio stays intact.

Our Management Team

The leadership steering Shriram Financial Services across Strategy, Business, Technology and Compliance.

Amit Golia

Managing Director & Chief Executive Officer

Amit brings over 26 years of leadership experience across India's financial services and capital markets industry. Throughout his career, he has played a pivotal role in building and scaling investment businesses, driving business transformation, and delivering customer-centric innovation at leading institutions including Motilal Oswal, Axis Securities, SBICAP Securities and Tata Digital. At Shriram Financial Services, he is leading the vision of building India's most trusted investment platform, combining the strength of the Shriram legacy with modern digital capabilities and personalised advice to help millions of Indians achieve their long-term financial goals.

Amit Shah

Chief Business Officer

Amit Shah brings over 22 years of experience in Retail Broking, Digital Transformation, Business Growth and Product Strategy. A Chartered Accountant by qualification, he has a proven track record of building high-performing digital investment platforms, driving customer-centric innovation, and delivering sustainable business growth.

Throughout his career, Amit has successfully led strategic initiatives spanning digital business transformation, product innovation, customer experience enhancement, and revenue growth. He has held senior leadership positions at Religare Broking, Axis Securities, SBICAP Securities, Sharekhan, ICICI Bank, and Kotak Securities, where he played a pivotal role in shaping digital capabilities and strengthening market competitiveness.

Bhavik Gandhi

Chief Operating Officer

Bhavik brings over 20 years of experience in Operations, Risk Management, Process Transformation, Finance, Compliance, and Business Operations, with an impressive track record of driving operational excellence and building scalable processes at leading organisations in the financial services and capital markets sector.

A Chartered Accountant by qualification, Bhavik has held senior leadership positions with reputed organisations, including Mirae Asset Capital Markets, Angel Broking, ICICI Securities, IDBI Capital, Choice Equity Broking, CD Equisearch, Prabhudas Lilladher, and Religare Securities.

Sundeep Bhatia

Head - Alternate Channel

Sundeep brings over 32 years of extensive and diverse experience in the financial services industry to his role as Head - Alternate Channel. Throughout his career, he has played a pivotal role in driving business growth, with a strong focus on building and scaling partner-led distribution channels.

A Commerce graduate, he has held leadership positions with organisations, including Techno Shares & Stocks Pvt. Ltd, and Alliance Finstock Limited, where he contributed significantly to business development and channel expansion.

Rima Srivastava

Head Technology

Rima brings 25 years of experience in India's capital markets to Shriram Financial Services. She has built her career at the intersection of technology and finance, and her expertise spans product development, project management, and digital marketing. A Chartered Financial Analyst and PGDBA (Finance) with a Chemical Engineering background, she led Technology at BRICS Securities and held key roles at NSE, TAIB Securities, Intiqua, and Exide Industries.

Sandhya Vadiraj

Compliance Officer

Sandhya brings over 30 years of extensive expertise, with particular depth in depository participation and broking operations. She is a veteran of capital market operations and previously led DP Operations at Shriram Indus Stock Limited and held a senior role at Action Financial Services. At Shriram Financial Services, she applies this operational rigour to compliance, upholding the standards to retain every investor's trust.

Our Board of Directors

Amit Golia

Managing Director & CEO (Designated Director)

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Amit brings over 26 years of leadership experience across India's financial services and capital markets industry. Throughout his career, he has played a pivotal role in building and scaling investment businesses, driving business transformation, and delivering customer-centric innovation at leading institutions including Motilal Oswal, Axis Securities, SBICAP Securities and Tata Digital. At Shriram Financial Services, he is leading the vision of building India's most trusted investment platform, combining the strength of the Shriram legacy with modern digital capabilities and personalised advice to help millions of Indians achieve their long-term financial goals.

Mohit Surana

Designated Director

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Mohit brings over 15 years of diverse experience in the financial services industry to Shriram Financial Services. He is a Commerce graduate from the University of Madras and a qualified Chartered Accountant from the Institute of Chartered Accountants of India (ICAI). He is also a qualified Company Secretary from the Institute of Company Secretaries of India (ICSI) and a Cost and Management Accountant from ICMAI.

Further strengthening his leadership and management credentials, Mohit completed the Executive Management Programme from the Indian Institute of Management, Ahmedabad and is a proud alumnus of IIM-A.

He started his professional career in 2011 with PricewaterhouseCoopers and subsequently moved to Deloitte Haskins & Sells. He specialises in Statutory Audit and SOX Compliance, with work experience of around 4 years with the Big 4 accounting firms.

He started his corporate career with Shriram Group in 2015 and was part of the strategic decision-making & digital initiative team in their NBFC arm, Shriram City Union Finance Limited. In June 2023, he moved to the holding company, Shriram Capital Private Limited, and is working closely with the Group Leadership team.

Dr. Saleem Ali

Independent Director

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Dr. Ali brings over 35 years of multifaceted experience spanning law enforcement, governance, academia, and corporate advisory. A retired IPS officer and a distinguished leader, he holds a PhD, an MBA in Finance, and a Master's in Chemistry. He served as Director General of Police, Tripura, and as Special Director at the CBI, and founded Fourth Force, a leading risk management and background verification firm.

Jayashree Mahesh

Independent Director

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Jayashree brings over 30 years of diverse and extensive experience in the finance industry. A retired banker and risk management consultant, she holds a degree in Electronics and Communication Engineering from the College of Engineering, Guindy, Anna University, Chennai, and a PGDM from IIM Bangalore, where she was a gold medallist (1986-88).

She began her career as a Management Consultant with A.F. Ferguson & Company, working on market research, feasibility studies and government projects. She then spent 15 years with ICICI Limited and ICICI Bank in corporate and government banking, handling project finance, working capital lending and asset reconstruction across multiple sectors. From 2007 to 2015, she worked as a consultant with Pro-active Solutech Limited, focusing on feasibility studies, equity valuation and risk management in the NBFC sector. Her last role was Director - Projects at Shriram Foundation (2015-2018), where she managed CSR initiatives in education and skill development.

Jayashree has also served on the boards of several companies, including during her tenure with ICICI Bank and Shriram Asset Management Company Limited (2014-2024). She brings deep expertise in banking, financial services, risk management, corporate governance, and strategic advisory, making her a valuable contributor to board oversight and organisational growth.

Our Offices

Our registered and corporate offices anchoring operations across India.

Registered Office

Bengaluru, Karnataka

#24, Pavanaja Arcade, 1st Floor, 4th Block, Kumara Park West, Sheshadripuram, Bangalore-560020
Corporate Office

Mumbai, Maharashtra

Dynasty Business Park, A Wing, 1st Floor, Office No. 101-104, J. B Nagar, Andheri-Kurla Road, Andheri East, Mumbai-400059

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