For nearly two decades, Mohit Beriwala has been helping individuals navigate one of life's most important challenges - managing money wisely. Long before launching his own portfolio management company, he was already working closely with entrepreneurs, professionals, and business families, helping them make informed investment decisions and build long-term wealth. 

Today, Mohit is the Founder of Shree Rama Managers LLP, a SEBI-registered Portfolio Management Services (PMS) firm headquartered in India. A CFA Charter holder, FRM, LIFA, MS in Finance graduate, and IIM Bangalore alumnus, he has spent over 19 years in the financial services industry and has personally guided more than 2,200 families on their wealth creation journey.

His path into finance started early. Fascinated by markets from a young age, Mohit began actively participating in the financial world at just 18 years old. What began as a passion gradually evolved into a career dedicated to investor education, financial planning, and responsible wealth management.

Throughout his professional journey, one observation repeatedly stood out. Many investors were making important financial decisions based on market sentiment, hearsay, or recommendations that prioritized product sales over genuine advice. The deeper he worked with clients, the more convinced he became that there was a need for a different approach—one built on transparency, accountability, and long-term thinking. 

This realization eventually led to the launch of Shree Rama Managers LLP in 2021.

Rather than creating another investment firm focused solely on returns, Mohit envisioned a platform where investors could receive objective guidance and gain a clear understanding of how their money was being managed. The firm's foundation was built around disciplined investing, detailed research, risk management, and investor-first advisory practices.

According to Mohit, one of the biggest mistakes investors make is becoming overly focused on shorter market movements. Market volatility often triggers emotional decisions driven by fear or greed, leading investors away from their long-term financial goals. He also noticed that many individuals tend to concentrate a large portion of their wealth in a single asset class, increasing risk and limiting long term growth opportunities. 

At Shree Rama Managers, these challenges are addressed through a structured investment process that emphasizes diversification, asset allocation, and disciplined portfolio management. The objective is not to chase trends but to help investors stay committed to a well-defined financial roadmap. 

The company currently offers a range of portfolio management solutions designed for different investor profiles. Among its flagship offerings is the Shree Lakshmi Plan, an actively managed strategy overseen by Co-founder and Fund Manager Abhishek Basu mallick. The strategy combines fundamental and technical analysis to identify long-term opportunities in the equity markets. 

The firm also manages rule-based and ETF-focused solutions, including the Shree Smart Market Plan, which follows a systematic investment framework aimed at reducing emotional decision-making.

While investment performance remains important, Mohit believes that trust is the true foundation of a successful wealth management business. 

Building that trust was not easy in the early years. As a newly established PMS firm, Shree Rama Managers had to earn credibility in a highly competitive industry where reputation plays a crucial role. Instead of pursuing aggressive expansion, the team focused on educating investors and maintaining complete transparency in its communication and processes. 

This commitment to investor education has become an important part of the company's identity. Through workshops, seminars, articles, podcasts, and personal interactions, Mohit and his team continue to promote financial awareness and encourage informed decision-making. 

One of the most significant milestones in the company's journey came with the successful acquisition of its SEBI PMS license. For Mohit, this represented far more than a regulatory approval. It was validation of a vision that had been shaped over many years of working with investors and understanding their challenges. 

Since then, the company has continued to expand its offerings while strengthening relationships with clients across different segments. Equally rewarding has been the opportunity to contribute to financial literacy initiatives and help more individuals gain confidence in managing their wealth.

Looking ahead, Mohit has set an ambitious goal for the organization. Over the next five years, he hopes to help one million families move closer to financial independence through disciplined investing and informed financial decision-making. 

The company also plans to broaden its investment solutions, strengthen its research capabilities, and leverage technology to improve accessibility and investor experience. However, Mohit remains clear that growth alone is not the ultimate objective. 

For him, success is measured by impact—the number of families that are able to secure their financial future and achieve their long-term goals through sound financial planning. 

Reflecting on his entrepreneurial journey, Mohit offers simple yet practical advice to aspiring founders. He encourages entrepreneurs to focus on solving meaningful problems, remain patient during the early stages of growth, and build systems that consistently create value.

Most importantly, he believes businesses should never compromise on integrity. Markets evolve, technologies change, and industries transform, but trust remains one of the few advantages that never loses relevance. As Shree Rama Managers LLP continues to grow, that philosophy remains at the center of everything the company does—helping investors build wealth with clarity, confidence, and a long-term perspective. 

Website: https://shreerama.co.in/ 
LinkedIn: https://www.linkedin.com/in/mohitberiwalacfa/ 
Instagram: @mohitberiwalacfa