At CAGRwealth, we are passionate about adding value to our client families through personalised solutions which meet their investment objective.
We are a fee based service and client interest first is the core of everything we do.
Shruti has over 10 years of experience in investing, markets and wealth management. A CFA Charterholder and a graduate from MDI herself, Shruti works with a team of IIT & IIM/MDI Graduates, CFA Charterholders and CAs.
She has also co-founded CAGRfunds, a boutique Personal Finance company, helping individuals primarily manage their mutual fund portfolios.
Shruti has so far managed wealth for over 200 families and believes in the concept of value addition for her clients. The core value of her investment advisory practice is to enable her clients to compound wealth and achieve financial independence early.
Being one of the very few women SEBI RIA in India, she is extremely passionate about helping women embark on the journey of financial empowerment.