Nishith Baldevdas

Nishith Baldevdas is the Founder of Shree Financial, where he brings together deep financial expertise and a life-centered approach to wealth management. Beginning his career in 2008 as a Mutual Fund Distributor, Nishith has steadily evolved into a SEBI-Registered Investment Advisor, guiding families across India with personalized, solution-driven financial strategies. His philosophy is rooted in the belief that money should serve life goals—helping clients achieve financial independence with clarity, confidence, and peace of mind.

An MBA in Finance and Marketing from Madras University, Nishith holds the prestigious LUTCF designation from The American College and earned his Certified Financial Planner (CFP) certification in 2010. He has also cleared critical NISM certifications, including XA and XB, underscoring his technical proficiency. Over the years, Nishith has specialized in creating holistic financial plans that focus not just on building wealth, but on aligning financial decisions with what truly matters in life.

Beyond advisory, Nishith is passionate about financial literacy and empowerment. His perspectives have been featured in leading publications such as Mint, The Economic Times, and The Indian Express. He also engages with schools, colleges, and corporates to foster financial awareness among students, professionals, and business leaders. Guided by his core belief—“It’s Life & Money, not Life or Money”—Nishith continues to help individuals and families build healthier relationships with money while securing their financial futures.