Shri Finance offers personalised investment planning, retirement solutions and comprehensive insurance — helping you build lasting wealth and lasting security for your family.
Shri Finance completely transformed how I think about my retirement. The advisor was patient, clear and incredibly thorough. I now have a solid pension plan in place and real peace of mind.
I started a children's investment plan for my daughter and couldn't be happier. The process was simple, the advice was honest, and I feel confident her future is being looked after from day one.
As a self-employed professional, finding the right insurance plan was overwhelming. Shri Finance guided me through every step with genuine care. I finally feel financially secure.
The free consultation was eye-opening. Within 30 minutes I had a clear picture of my financial situation and a tailored plan. The transparency and professionalism here are second to none.
We were new to Germany and had no idea how the financial system worked. Shri Finance explained everything in plain language, helped us set up life insurance and a savings plan. Brilliant service.
I've been a client for two years and the ongoing support is outstanding. Annual reviews, proactive advice, and a team that genuinely cares. My portfolio has grown consistently — highly recommend.
Welcome to Shri Finance — your dedicated partner for individual financial planning. We believe financial security is not a privilege; it is a right every family deserves.
Our senior advisor brings over a decade of hands-on expertise as a registered financial and insurance intermediary, providing consultations in a personal, transparent, client-first manner. We accompany you through retirement planning, wealth building and comprehensive financial protection.
Every recommendation is tailored to your goals, risk appetite and timeline — because your journey is uniquely yours.
Every service is crafted around your individual goals — because no two financial journeys are the same.
Bespoke long-term strategies to grow your capital sustainably — balancing risk and return with precision tailored to you.
Professional portfolio oversight with regular reviews, smart rebalancing and optimisation to keep your money working harder.
Secure, flexible pension solutions planned carefully today so you enjoy exactly the lifestyle you deserve tomorrow.
Learn More →Comprehensive risk management protecting your wealth, family and livelihood against life's unexpected events.
Tailored health and life insurance plans ensuring your family's wellbeing with coverage that suits every budget.
Purpose-built plans for your children's education, future milestones and long-term financial independence.
Clients Served
Years Experience
Client Satisfaction
Secure your child's financial future today with a modern, flexible investment plan that combines smart wealth-building with long-term protection, tax advantages and access to global funds — the power of compounding working for your child from day one.
This plan is ideal for parents, grandparents or guardians who want to:
Join 200+ families who trust Shri Finance to protect and grow their children's financial future. Every journey begins with a single step — take yours today.
Launch a rewarding career in financial advisory with ERGO Pro. Whether you're starting out or looking for a change, we offer full training, flexible hours and unlimited earning potential — no prior experience required.
ERGO Pro is our exclusive financial advisory programme — a platform that empowers you to build a career as a certified advisor, guiding families towards financial security and independence. Whether part-time or full-time, we give you everything you need to succeed: training, support and a proven system.
As a Shri Finance advisor, you will help clients secure their financial future with:
You will advise families, close financial planning gaps and grow personally through ongoing mentoring and structured development.
Begin at your own pace, grow in your own time. Every achievement moves you closer to the financial freedom you deserve.
Join our growing team and shape your financial future with ERGO Pro. Take the first step — a free, no-obligation conversation is all it takes to get started.
A clear, structured progression from beginner to high-income advisor at your own pace
Zero experience required — structured training and professional certification from day one
Minimal entry cost — just a background verification — no investment, no risk
Total schedule flexibility — work part-time alongside another role or full-time
Uncapped earnings — commission-based income and passive residuals with no ceiling
Team-building opportunity — grow into a leadership role with dedicated mentoring
State-backed financial products — government-promoted, IHK-regulated, credible with every client
Official IHK registration — fully recognised financial advisor credentials in Germany
Valid work permit in Germany — basic documentation required for IHK registration
Motivation and people skills — a genuine interest in helping others achieve financial security
Commitment to learning — willingness to complete the full certification and ongoing training
Independent, entrepreneurial mindset — you take ownership of your growth and your results