Invest with Clarity
Invest for Retirement
Expert advisory, SEBI-registered research, and a dedicated Relationship Manager — everything you need to grow wealth intelligently.
Goal-Based Investing
Every Goal Has a Plan
Every rupee you invest should serve a purpose. Tell us your goal — we'll map the right products, timeline, and SIP amount to get you there.
Retirement Planning
Build a ₹1 Cr+ corpus through disciplined NPS and equity SIPs. Retire on your terms — not your employer's.
Children's Education
Start a ₹500/month SIP today. In 15 years, fund any dream — IIT, MBA, or international university.
Home Purchase
Plan your down payment with goal-based mutual fund SIPs. Reach your target faster with disciplined investing.
Tax Saving (ELSS)
Save up to ₹46,800 in tax under Section 80C with ELSS funds. 3-year lock-in, equity-class long-term returns.
Wealth Building
Compound your capital across equity, bonds, and global funds. Build multi-generational wealth with expert guidance.
Emergency Corpus
Park 3–6 months of expenses in liquid funds. Earn better than a savings account and withdraw within 24 hours.
13 Products
Trade, Invest & Grow.
All At One Place.
One account. Every asset class. From equity delivery to global investing.
Advisory Services
Expert Advisory for Every Investor
From your first SIP to a managed equity portfolio, our Relationship Managers collaborate with you so every investment decision is backed by professional insight — not guesswork.
Equity Advisory
High-conviction stock picks backed by in-house SEBI-registered fundamental and technical analysts — not tips from unaccountable sources.
Mutual Fund Advisory
AMFI-certified fund selection (ARN: 29483) — curated portfolios aligned to your goals, risk appetite, and investment horizon.
Goal-Based Planning
SIP plans, retirement corpus mapping, education fund projections — all mapped to real timelines and amounts with quarterly reviews.
Dedicated RM
A Relationship Manager who is reachable when markets move — not a ticket queue. Your goals, your portfolio, your dedicated advisor.
Want to invest smarter with a dedicated advisor?
Book a free 30-minute discovery call — available for all new clients, no obligation.
The Shriram Advantage
We go beyond execution-only by fusing 50 years of trust, human-led advisory, SEBI-registered research, and technology that delivers better investing outcomes — building long-term wealth, not just portfolios.
I. Research-Backed Insights
SEBI-registered analysis — not third-party tips or unverified calls
Research-Backed Insights
SEBI-registered analysis — not third-party tips or unverified calls
- Access high-conviction equity, F&O, and mutual fund research published by SEBI-registered analysts (INH200009624) — every call is legally accountable.
- Daily technical views, quarterly company deep-dives, and macro reports give you the edge to invest with confidence, not speculation.
II. A Human-Led Advisory Experience
Dedicated relationship managers who know your name, not just your portfolio
A Human-Led Advisory Experience
Dedicated relationship managers who know your name, not just your portfolio
- Every Shriram client is mapped to a named Relationship Manager who understands your risk appetite, financial milestones, and goals.
- Get personalised portfolio reviews over a call or in person — no chatbots, no automated responses, no generic advice.
III. 50 Years of Trust
The Shriram Group has been India's financial backbone since 1974
50 Years of Trust
The Shriram Group has been India's financial backbone since 1974
- Founded in Chennai in 1974, the Shriram Group has navigated every market cycle — the dot-com crash, 2008 GFC, COVID-19 — and emerged stronger each time.
- Associated with Sanlam Group (Africa's largest diversified financial services group), Shriram brings global standards of wealth management to Indian investors.
IV. Antara — One Platform, Every Product
Trade, invest, track, and plan from a single unified platform
Antara — One Platform, Every Product
Trade, invest, track, and plan from a single unified platform
- Live Level 2 market depth, option chain with Greeks, 1,500+ mutual funds, IPO applications, FD bookings — all under one login.
- Real-time P&L, XIRR portfolio tracking, and tax computation reports ensure you always know exactly where you stand.
Account Opening
Start Investing in Under 10 Minutes
100% digital, paperless onboarding. Our guided flow gets you from sign-up to first investment in minutes — no branch visit, no courier, no waiting period.
Open Free Demat AccountClient Stories
What Our Investors Say
Over 10 lakh investors trust Shriram Financial Services with their wealth. Here's what some of them have to say.
"The research team at Shriram is exceptional. Their daily technical calls have made me a far more disciplined trader. What truly stands out is my RM — available on call and genuinely invested in my success."
"I started my first SIP through Shriram two years ago with ₹3,000/month. My advisor helped me choose the right funds for my daughter's education goal and I've already seen 18% XIRR. Couldn't be happier."
"Flat ₹20 brokerage and live option chain with Greeks on Antara is exactly what an F&O trader needs. The daily F&O research with defined entry/exit is miles ahead of what I got at my previous broker."
Trading Platform
Meet Antara.
Your complete wealth management platform — trade equities, invest in mutual funds, track your portfolio, apply for IPOs, and access SEBI-registered research. One login. Every product.
- Live Level 2 market depth & real-time streaming quotes
- Option chain with live Greeks — Delta, Gamma, Theta, Vega
- 1,500+ mutual funds with one-click SIP & switch
- Portfolio P&L, XIRR, and tax computation reports
- SEBI-registered research alerts pushed to your dashboard
Scan to Download Antara
Registered, Regulated & Recognised By
Investments in securities markets are subject to market risks. Read all related documents carefully before investing. Past performance is not indicative of future returns.
FAQ
Common Questions
Everything you need to know before opening your account. Can't find the answer you're looking for?
Talk to an Advisor
Book a free 30-minute discovery call. We'll understand your goals and show you exactly how to get started.
Schedule a Call →How do I open a Demat & Trading account with Shriram?
Opening is 100% digital and takes under 10 minutes. Enter your name, PAN, and mobile number → complete Aadhaar OTP e-KYC → link your bank account → e-sign your agreement digitally. Your Antara platform access is activated immediately after approval. No branch visit, no physical documents, no courier required.
What are the brokerage charges at Shriram Financial?
Equity delivery trades: ₹0 (zero brokerage — you keep 100% of your returns). Intraday equity, F&O, and currency trades: flat ₹20 per executed order, regardless of trade size. Mutual fund investments: ₹0 commission. This transparent pricing means a ₹5,000 options trade and a ₹5 lakh options trade cost exactly the same ₹20.
Can I invest in Mutual Funds without a Demat account?
Yes. Mutual fund investments through Shriram Financial Services (AMFI ARN: 29483) do not require a Demat account — a basic KYC is sufficient to start a SIP from ₹500/month. However, opening a Demat account lets you manage all your investments — equity, mutual funds, IPOs, bonds, and FDs — from a single Antara platform login.
What makes Shriram's research different from free tips online?
Our research is published by SEBI-registered analysts (Registration: INH200009624) — we are legally accountable for every recommendation. Free Telegram or YouTube tips are typically from unregistered, unaccountable sources often linked to pump-and-dump activity. Shriram research includes full fundamental analysis, DCF valuations, defined entry/exit/stop-loss levels, and post-result updates. We stake our SEBI license on every call we publish.
What is Antara and how is it different from other trading apps?
Antara is Shriram's proprietary wealth platform available on web and mobile. It integrates equity trading, mutual fund SIPs, IPO applications, bond investments, and FD bookings under one login. Key differentiators: live Level 2 market depth, full option chain with Greeks (Delta, Gamma, Theta, Vega), SEBI-registered research alerts pushed directly to your dashboard, and portfolio P&L with XIRR and tax computation reports.
Is my money and portfolio safe with Shriram Financial Services?
Yes. Shriram Financial Services is SEBI-regulated as a stockbroker, research analyst, and MF distributor — a member of both NSE and BSE. Your shares are held in your own CDSL Demat account, not with Shriram. Your funds are held in SEBI-mandated client bank accounts, fully segregated from company funds. Shriram Securities has operated for 50+ years with a clean regulatory record.
Is a Demat Account mandatory for applying for an IPO?
Yes. SEBI mandates that all IPO applications — whether through UPI ASBA or net banking — require a valid Demat account for share allotment. If allotted, shares are credited directly to your Demat account within T+6 days of the IPO closing date. Without a Demat account, you cannot receive IPO allotments or trade shares on any Indian stock exchange.