Company overview

We are experienced & professionally qualified to recommend all mutual funds. We are registered with AMFI (Association of Mutual Funds in India) & hold relevant NISM (National Institute of Securities Market) certificates. 

We hold CFPCM mark, an internationally recognized professional competence certificate from FPSB, India, a governing body registered with FPSB USA for promoting financial planning awareness across the world.

Our Philosophy

We at SHREE INVESTMENTS, established in 2014, believe that most of the financial problems are either due to lack of money or mismanagement of money. We work as money counselors. We address the growing aspirations of hundreds of middle-class families with unbiased advice & enables families to be financially self-dependent.

We thrive to bring discipline & inculcate savings habits that help families optimize true potentials of their hard earned savings & achieve relevant personal financial milestones. Being very young our self, we aspire to be recognized as a reliable & respected money manager for our client families.

How can we help you?

Contact us for the best financial guide. To Book an Appointment,

Call Us: +91 992 401 0807

WhatsApp: +91 942 621 1198

Our Achievements

We sincerely believe, our achievements are the result of continuous faith & trust of our client families. We assure our clients to serve them with the same passion & integrity.

Why Choose us

Data & Analysis

We are always updated, following and monitoring the present financial market and have knowledge and experience of the past events as well as future predictions.

Trusted Services

You get the best advice and consultancy as per your need and time. We understand that one size doesn’t fits all & that is why we deliver what is best for you.

24*7 Support

We are available for you round the clock, throughout the year whenever you want and whenever you need.

Financial Profit

Our Experience and knowledge about current market will help you to grow your wealth easily & that too with a sweet smile.

Strategy Development

We plan & analyze in advance for all the future session and the establish expectations, concerns, limitation by evaluating your current position and where you want yourself to be in future.

We help you to Define or re-define your vision, priorities based on strategic analysis and then organize accordingly resources, budgets and actions.

We develop detailed implementation plan for your investment in a systematically way and monitor your progress against milestones while adjusting to changing conditions.

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