Consolidated Account Statement
Consolidated Account Statement (CAS) is a single/combined account statement which shows the details of financial transactions made by an investor during a month across all Mutual Funds and also other securities held in dematerialized (Demat) mode.
Contact us for the best financial guide. To Book an Appointment,
Call Us: +91 992 401 0807
WhatsApp: +91 942 621 1198
“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…”
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..
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..
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..
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..
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…
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..
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..
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..
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..
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..
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.