About Us

Shri Annai Investments and Wealth Management India Private Limited is a professionally managed, fully registered Financial Services Company offering a wide range of Innovative Consultancy and Wealth Solutions. We serve Individuals, Professionals, Entrepreneurs, and Businesses with Services in Financial Planning, Investment Consultancy, Credit Facilitation, and Fiscal Strategy Advisory.

With a strong foundation rooted in transparency, ethics, and client-centricity, we are committed to helping our clients achieve Financial Growth, Liquidity, and long-term stability. We not only provide strategic advice but also assist in the oversight and administration of financial operations, ensuring that clients benefit from end-to-end support across their financial life cycle

Our Plans

Gain valuable insights and strategies to enhance your financial decisions.

1 Lakh Loan

Achieve your financial goals with our savings plan. Learn how to save money, budget effectively, and make smart investment decisions.

50000 Loan

Find the best insurance plan for your specific requirements. WE are help you to make informed decisions and protect what matters most.

We Love What We Do

We are passionate about what we do and dedicated to helping you succeed.

Reasons For Choosing Us

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Happy Customers

Building Wealth

Strategies for Long-Term Financial Success

Smart Saving

The Key to Financial Freedom and a Secure Future

Securing Your Journey

The Importance of Insurance Coverage

Protecting Your Path

Understanding the Vital Role of Insurance Coverage

Begain Your Adventure

Crafting Your Ultimate Tour Planning of your next journey

Mastering Your Finances

Essential Tips and Strategies for Financial Success

CORE SERVICES

We offer strategic advice tailored to client-specific goals such as wealth building, savings optimization, retirement planning, and capital growth. Our services are backed by market insights and delivered with clarity and transparency

We assist individuals and businesses in identifying, acquiring, and managing loan and credit solutions. From personal loans to project finance and working capital, we ensure smooth facilitation through our partnerships with financial institutions.

Our team helps optimize cash flows, manage tax liabilities, and improve profitability through smart budgeting, tax planning, and financial forecasting

For business clients, we provide expert support in financial governance, reporting, internal controls, and strategic decision-making. We act as a financial backbone for small and growing enterprises seeking structured oversight without a full-time CFO.

If you have any queries ... We are available

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Happy Customers

CustomerLocation

I’ve taken a ₹50,000 loan twice from Shri Annai Investments and Wealth Management, and both times the process was fast and stress-free. Their team really understands customer needs.

CustomerLocation

I needed ₹50,000 urgently for a medical expense, and Shri Annai Investments and Wealth Management made it so easy. The process was quick, the staff was very helpful, and I got the loan on the same day. Highly recommend their service!

CustomerLocation

Getting a ₹1 Lakh loan for my small business was a game changer. The application was simple, and there were no hidden charges. Thanks to Shri Annai Investments and Wealth Management, I could expand my shop without stress.

Request a Call Back

Connect with our investment experts today by requesting a call back. Let us help you make informed decisions for a secure financial future.

Take the first step towards financial success by requesting a call back from our investment professionals. Your future starts now.