SRI is an Independent Financial Planning and Wealth Management Company, specializing in providing client focused, integrity driven advice to individuals, trusts and businesses. By offering a refreshing new approach that radically improves the quality of advice and overall client experience, SRI has set new standards in the financial services industry. Our success as a company has been driven by the strong belief that our clients’ success will drive our own and our simple philosophy that the client should always come first.
As a client you will receive a complete solution. We believe that it is our responsibility to advise you on all aspects of your finances and help implement a comprehensive strategy that will deliver financial security for you and your family. Our unwavering focus is on providing consistent, high-quality advice and service throughout the Company. We believe that the advice and service you receive as a client should be consistent with all our clients and each client should benefit from the experience and technical abilities of the Company and not just that of your individual adviser.
Our Investment Committee provides the basis for any investment proposal. By utilizing its extensive experience in banking and wealth management, they systematically map the market and provide extensive research on the whole fund universe, providing select ideas for all our advisers. In a volatile world, you can be assured that your assets are in safe hands.
We are here to guide you to achieve your financial targets with your ever changing needs.
Review your existing financial situation and personal objectives as every individual’s financial situation is unique. Our Advisors take time to discuss your hopes, dreams, objectives and financial goals — the things that really matter to you.
Analyze the same and prioritize your objectives and then help establish benchmark goals. This is very important as we live in a world of unlimited choices where People often fail to achieve objectives because they try to accomplish too much at once, or they do not attach specific deadlines to their goals. In breaking down your goals to specific objectives, you can look at available resources, decide on realistic goals, which need to be adjusted and scaled down.
We pride ourselves on the quality and level of expertise of every member of the SRI team. Our personnel consist of industry professionals from around the world, whose individual skillsets are enhanced by on-going development programmes. This outstanding human resource combines global experience and financial expertise with SRI’s integrity driven advice and client commitment.
While all our advisers are highly qualified, they also enjoy the support of an experienced management team and technical specialists. This ensures that each client benefits from the wider capabilities of SRI and not just the skills of their individual adviser