We offer comprehensive financial advisory services to our clients and provide them with market-beating returns for their investments while keeping their time frame and financial goal in mind. Proudly, we have a client retention ratio of 95%. We use our complete knowledge of insurance, tax laws, and investment opportunities in order to suggest investment options to clients, as per their long-term and short-term goals.
Create sustainable wealth for clients to fulfill all future goals at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Create awareness of Financial Planning Literacy to make a simplified financial plan which helps clients to fulfill their Financial Targets.
Our core purpose is to provide fast-track financial solutions & thereby make people enjoy secured retirement life.
Our Core Products
If you are looking for the right financial product,you are at the right place.Starting form mutaul funds to insurance and from real estate to other financial products,we have them all.You can select your financial investment products as per your requirements.
Leaders
The Management Team
Mukesh Jethwani is the Founder Partner of Shrimukh Associates, with over 26 years of experience in the financial services and wealth distribution industry.
He holds certifications across Mutual Fund Distribution, Portfolio Management Services (PMS) and Specialized Investment Funds (SIF), reflecting his continued focus on evolving investment products and industry practices.
With an academic background in Engineering and Marketing Management, he has built an extensive understanding across equity markets, mutual funds, portfolio management services, alternative investments, and wealth structuring solutions.
Over the years, he has worked closely with HNI families, entrepreneurs, professionals and global Indian clients across India and international regions including the USA, Europe, Canada, Australia, UAE, Oman, Kuwait and Qatar.
His approach is centered around long-term investing discipline, risk-conscious portfolio structuring, transparency, and relationship-driven service.
Under his leadership, Shrimukh Associates has evolved into a diversified wealth distribution practice focused on long-term relationships, investor awareness, and process-driven service standards.
Mrs. Sujata Jethwani, the Head of Administration at Shrimukh Associates, is a paragon of administrative excellence with a venerable 25-year tenure in the realm of client relations. Her extensive experience encompasses Client Desk Management, Client Back End Management, and Client Acquisition, making her an invaluable asset to the organization.
Renowned for her effective communication skills, Mrs. Jethwani has established a robust framework for managing a high volume of customer inquiries, ensuring each is met with a structured and thoughtful response. This orderly architecture is a testament to her strategic foresight and her commitment to operational efficiency.
In the dynamic landscape of financial services, Mrs. Jethwani's data analysis acumen stands out. Her skillful evaluation of data related to customer needs and market trends is a critical component of the firm's success. Through initiatives like Customer Focus Groups and Field Testing, she captures the pulse of the market, translating insights into actionable strategies that benefit both the firm and its esteemed clientele
Rakhi Thakkar is part of the client relationship and service support team at Shrimukh Associates, where she plays an important role in managing day-to-day client coordination and servicing activities.
She works closely with clients in assisting with transaction support, operational queries, account-related assistance and ongoing communication requirements.
Her responsibilities involve ensuring timely coordination, smooth execution support, and consistent client servicing across various operational processes.
With a client-focused approach, effective communication skills, and strong process orientation, she contributes towards maintaining a responsive and relationship-driven service experience.
Ankita Pacharne is part of the Research Desk at Shrimukh Associates, supporting the team with market tracking, investment research and product-level analysis across various financial segments.
The role involves monitoring market developments, studying investment products, reviewing portfolio-related data and assisting with research inputs across mutual funds, PMS, alternative investments and broader market trends.
The research process is supported through analytical platforms and market intelligence tools including Morningstar and Bloomberg, helping the team track market developments, portfolio data, and investment-related insights more efficiently.
Responsibilities also include preparing analytical summaries, tracking economic and sector developments, and supporting internal discussions focused on investor awareness and portfolio understanding.
With a research-oriented and detail-focused approach, [Name] contributes towards strengthening the firm’s knowledge-driven and process-based investment support framework.
Ananya Ail is part of the client relationship and servicing team at Shrimukh Associates, supporting day-to-day client coordination and operational assistance.
The role involves assisting clients with service requests, transaction support, documentation coordination, and account-related communication to help ensure a smooth servicing experience.
Responsibilities also include supporting backend processes, maintaining timely coordination and assisting in efficient execution across various client servicing activities.
With a process-oriented and client-focused approach, [Name] contributes towards maintaining responsive service standards and long-term client relationships.
Our Back Office Operations team is the backbone of efficiency, ensuring seamless processes and meticulous attention to detail. With a focus on precision, accuracy, and streamlined workflows, we handle critical functions that empower our organization to thrive.
Back Office Operations team ensures that the gears of our organization turn smoothly, allowing our clients to focus on their financial goals. With dedication, expertise, and a commitment to excellence, we contribute to the success story of Shrimukh Associates.
