About Us

About Shree Trust Capital

At Shree Trust Capital, we offer a comprehensive range of financial services designed to meet all your investment and insurance needs. Our expertise spans mutual funds, SIPs, portfolio management, general insurance, working capital management, loans, will writing, retirement planning, and fixed deposits.

We believe in delivering tailored solutions that align with your unique financial goals and aspirations. Our approach combines deep industry knowledge with a commitment to transparency and client-centric service. We prioritize your financial security and success, striving to provide exceptional value and peace of mind in every aspect of our work.

Our team is dedicated to understanding your individual needs, offering personalized advice, and building lasting relationships based on trust and integrity. At Shree Trust Capital, your financial well-being is our top priority.

  • Commitment to Integrity and Transparency

    We pride ourselves on providing honest, transparent advice and maintaining open communication with our clients. Your trust is paramount, and we are dedicated to upholding the highest standards of integrity in all our interactions.

  • Extensive Industry Experience

    With over two decades of expertise in financial consultancy and investment management, our team has the knowledge and skills to navigate complex financial landscapes and deliver proven results.

  • Consistent Returns

    Our proven strategies are designed to provide steady and reliable returns, helping you achieve long-term financial growth and stability.

Our Amazing Team

Mr. Vimal Fofaria

Mr. Vimal Fofaria

Co-Founder
With over two decades in investments and banking, including roles at Nippon India Mutual Fund and Centurion Bank, Mr. Vimal Fofaria founded Shree Trust Capital. His expertise covers asset and portfolio management, offering tailored solutions for optimal returns, wealth preservation, and long-term financial security.
Mr. Sujal Patani

Mr. Sujal Patani

Co-Founder
With over 15 years of experience, Mr. Sujal Patani excels in helping corporate, high-net-worth, and retail investors optimize their financial strategies. He is dedicated to building strong relationships, understanding client needs, and offering personalized solutions that drive success.

What we do?

Explore our comprehensive services.

Mutual Funds

Diversify your investments with our expertly managed mutual funds to maximize returns and minimize risk.

Systematic Investment Plan (SIP)

Invest regularly and systematically to grow your wealth over time with our tailored SIP plans.

General Insurance

Protect your assets and secure your future with our extensive range of general insurance options.

Loans

Access the right loan solutions for your personal or business needs, tailored to your financial situation.

Portfolio Management Services​

Receive customized portfolio strategies designed to meet your unique financial goals and optimize your investments.

Fixed Deposit

Enjoy safe and guaranteed returns with our fixed deposit options, tailored to meet your investment needs.

Will Writing

Ensure your legacy is preserved with our professional will writing services, providing peace of mind for you and your family.

Working Capital Management

Optimize your business finances and improve cash flow with our expert working capital management solutions.

Retirement Planning

Plan for a secure and comfortable retirement with our comprehensive retirement planning services.

Our Client Network

50+ Clients

35+ Clients

10+ Clients

5+ Clients

Get in Touch!

Secure Your Financial Future. Contact Us Today!

Our team at Shree Trust Capital is dedicated to helping you achieve your financial goals. Whether you have questions about our services or are ready to start investing, we’re here to provide expert guidance and personalized solutions. Reach out to us today and take the first step towards a secure financial future.

Contact Us