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Just like a ship lost in the middle of the sea needs a navigation system to reach the destination safely, your money needs directions to reach your life goals safely. Life goals can be buying a house, a world tour for parents or retirement corpus management. Financial Planning exactly does that.
It is a continuous process and needs to be reviewed on regular basis to address changing preferences and needs of the family, be it budgeting and savings, taxes or insurance. Personal financial planning should be done with realistic goals & reasonable expectations so that once can adapt more easily to life changes & feel secure that goals are on track and be stress-free.
Click below to see our quick plan samples & we will be more than happy to make one for you…
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.
