OUR MAINSTAY - FOUNDER

Mr. Rohit Chandak

CERTIFIED FINANCIAL PLANNER
MBA ( I & FP ), TOT ( USA )

I am Mr. Rohit Chandak, Founder and Principal Advisor at SRI Wealth (Shree Consultants), dedicated to comprehensive wealth management, sovereign security, and fiduciary financial planning.

With over two decades of dedicated advisory practice across Satara and Pune, Maharashtra, we manage wealth for 1,100+ families across India and overseas. Our practice encompasses Sovereign Guaranteed LIC Life Insurance, Mutual Fund portfolios, Retirement Annuities, and Generational Estate Planning.

Supported by established advisory offices and an experienced support team, we deliver end-to-end fiduciary care—from strategic asset allocation to ongoing policy servicing, prompt claim settlements, and dynamic portfolio rebalancing.

Founder
DegreeMBA Finance
Emailsriwealthindia@gmail.com
Customer Care+91 99227 27114
Phone+91 98220 12255
Pune Office201, Saideep, 132/1, Deepa co-op Society,
Near Crystal Towers, Baner-Pashan Link Road,
Pune - 411021
Satara OfficeRathi Complex, Powai Naka,
Opp. Shikshak Bank,
Satara - 415001
OUR CORE STRENGTH

Our Strength in LIC Life Insurance

With over 20 years of dedication since 2004, we stand proudly among the Top 50 Advisors in India for LIC — securing over ₹200+ Crores for 1,100+ families with 100% sovereign guarantee.

All India Rank
Top 50

Advisors Across India in LIC

Recognized in the highest national advisor circle of Life Insurance Corporation of India.

Global Pinnacle
TOT & MDRT

Youngest TOT - Top of Table (USA)

Honored with the world’s highest international recognition, representing the top 0.01% globally.

Highest Tier
Corporate Club

Elite Corporate Club Member

Member of LIC's most prestigious club, catering to high-net-worth portfolios and wealth preservation.

Client Trust
₹200+ Cr

1,100+ Families Protected

Providing reliable insurance coverage, retirement pension, and child future planning with total peace of mind.

100% Government Guarantee

100% Safe & Guaranteed Protection with LIC of India

Every LIC policy comes with a sovereign guarantee from the Government of India. We help you choose the right life insurance plans to protect your family, secure your retirement, and achieve your financial goals with complete peace of mind.

✓ Term Insurance & Family Financial Security
✓ Guaranteed Monthly Pension for Retirement
✓ Child Higher Education & Marriage Planning
✓ Business Insurance & Keyman Protection
OUR ACHIEVEMENTS

Awards & Recognition

“From achieving ₹1 Crore in business in our foundational year to attaining Master’s academic distinction (MBA), LIC Corporate Club, and the prestigious Top of the Table (TOT, USA) — an uncompromised journey of client commitment and fiduciary excellence.”

2004
2004

₹1 Crore Debut Milestone

Distinguished Advisory Inception

2008
2008

Youngest MDRT Qualifier

First & Youngest MDRT in Satara Division

2018
2018

Life Member MDRT (USA)

10 Consecutive Years of Global Benchmark Performance

2019
2019

LIC Galaxy Club Inductee

Premier Advisory Distinction for High-Volume Client Protection

2022
2022

LIC Corporate Club Member

The Highest Domestic Tier for Elite Financial Advisors

2022
2022

Youngest TOT - Top of the Table

World’s Highest International Recognition (Top 0.01% Global Advisors)