Is What You Need.
Our Services
Mutual Funds
Equity
Life Insurance
Health Insurance
Liquiloans
Bonds
Smallcases
NPS
Digital Will
Features
Zero Paperwork
Seamless on-boarding, quick and simple
Monitor your Entire Portfolio
See your complete portfolio in a single place, in few clicks
Safe and Secure
Bank Grade Security
Zero Fees
We charge nothing from our Clients
Assistance for Asset Allocation
Get customized Asset Allocation
One Click Transact
In few clicks, Invest/Redeem/Insure, All in hassle-free manner.
Testimonials
Jatin Patel, 36
“I found Mr.Shrikant as genuine & professionally qualified. He advised NOT TO OVERBURDEN with Loans & instead invest in HIGH GROWTH FUNDS & it worked well. I strongly refer him…#Advisor Zaroori Hai…”
Nirav Vashi, 33
I know Mr.Shrikant since school days, he is hard worker & humble. Compounding is the 8th wonder of the world & some of my old investments with him are already doubled. With SHREE INVESTMENTS, I know my Retirement & Son’s education needs are in safe hands..#Advisor Zaroori Hai..
Chinmay Chaudhary, 25
SHREE INVESTMENTS, brings all solutions under one roof, be it mutual funds, term health insurance or lifecycle planning. Being a professional myself, I totally understand the value a professional can add. He has made money management SMART, REWARDING & Non- SCARY for me & my parents. …#Advisor Zaroori Hai..
Ravindra Patel, 63
I was happy with Bank FD, till I met him. He unlocked true potential of my savings with confidence & ease. Now I rest but my money works for me. I will KEEP REFERRING & INVESTING WITH YOU because I know #Advisor Zaroori Hai..
Sushant
I always wanted a dependable consultant to grow my savings, with facts & analysis he always presented a REAL PICTURE & NOT A ROSY PICTURE. My message is, have SHREE INVESTMENTS besides you & beat inflation SIP by SIP… #Advisor Zaroori Hai..
Nikunj Vedak, 37
Have you figured out your financial goals, If not I recommend you to meet Mr.Shrikant. For me, he is NOT JUST NEXT DOOR AGENT SELLING SCHEMES BUT A PERSONAL CFO. Wish I had found him a couple of years sooner… #Advisor Zaroori Hai…
Dr. Shirish Patel, 38
Being a Doctor, I know the value of advice. Kudos to SHREE INVESTMENT, for sharing priceless advice & introducing me to mutual funds for long-term wealth creation… #Advisor Zaroori Hai..
Suresh Sagar, 48
My DAUGHTER NIKITA’S DREAM WAS TO STUDY & SETTLED ABROAD. I plan it with Mr.Shrikant & eventually fulfilled her dream. Today she is in Australia. My next goal is to have steady Retirement Income from year 2020… #Advisor Zaroori Hai..
Nandish Gala, 34
As an INVESTMENT PORTFOLIO MANAGER, his insights & conviction is amazing. Instead of DO IT YOURSELF, every first-time investor should consult SHREE INVESTMENT for best advice & keep patience to grow money multiply many times.. #Advisor Zaroori Hai..
Harshad Patel, 40
Till I met him, I wasn’t aware that Mutual Funds can be good replacement of traditional insurance savings/post/FDs. From tax savings to retirement, he made investing personalized for me, also supported very well to claim money from insurance company. For handholding, needless to say ..#Advisor Zaroori Hai..
Sharad Shethna, 43
I remain very busy & never had enough time to manage our family’s investments. Sometime back, when I wished to withdraw some of investments, I dint had a single investment proof with me. In less than 10 days, funds were direct credit to bank account with super profit. He proved why I trusted him for all these years. For peace of mind.. ..#Advisor Zaroori Hai..
Bhavesh Patel, 40
His dedication & high standard of services are unmatchable. Today, he is more like a family friend. Keep it up & continue the great work. I am certain SHREE INVESTMENTS, will keep flying high.