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Our Mission
To make mutual fund investing easier to understand and access through transparent distribution practices, clear communication and dependable investor service.
About Us
Getting to know our mutual fund distribution practice.
Our Story
Built on Transparency, Simplicity & Service
Shrivin Financial Planning is an AMFI Registered Mutual Fund Distributor serving investors from Moradabad, Uttar Pradesh. Our objective is to make mutual fund investing easier to understand and access through transparent distribution practices, clear communication and dependable service support.
We assist investors with mutual fund transactions, portfolio access, service requests and relevant investment information while maintaining a disciplined and process-driven approach.
Who We Are
Shrivin Financial Planning is a Moradabad-based mutual fund distribution business led by Gaurav Gupta. We focus on helping investors access mutual fund products and providing ongoing support for transactions, documentation, portfolio access and service-related requirements.
Mission & Vision
The principles behind our work.
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Our Vision
To build long-term investor relationships by encouraging informed, disciplined and responsible participation in mutual funds.
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Our Values
Transparency — Communicating information clearly and openly.
Integrity — Following ethical and responsible business practices.
Simplicity — Making investment processes easier to understand.
Responsiveness — Providing timely assistance for investor queries and service requests.
Consistency — Maintaining disciplined processes and dependable service standards.
Why Choose Us
Why investors choose us.
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AMFI-Registered Distributor
A registered mutual fund distributor, not a stand-in investment adviser.
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Goal-Based Guidance
Recommendations mapped to your actual goals and timelines, not generic picks.
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Transparent Process
Clear documentation and honest communication at every step.
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Ongoing Portfolio Review
Periodic check-ins so your investments stay aligned as life changes.
Leadership
A Message from Our Founder
Gaurav Gupta
Founder | AMFI Registered Mutual Fund Distributor
At Shrivin Financial Planning, our focus is on making the investment process easier to understand and manage. We believe investors should receive clear information, transparent communication and responsive service at every stage of their mutual fund journey.
Our aim is to build lasting relationships through responsible distribution practices and dependable investor support.
Thank you for placing your trust in Shrivin Financial Planning.