Shree Investment & Insurance Services – My SIP

Shree Investment
Is What You Need.

I am the twin brother of Mr. Shrikant, your best financial expert available live for you. Just a click away, start chatting with me and resolve your financial dilemmas easily.

CHAT NOW

Financial Independence you have always wanted.

Get ensured & bright future for yourself and your loved ones by securing your financial independence with professional and fiscal services.

Happiness Insured
For Life Time...

Wipe the worry of future by getting it insured and live a tension free life, cause you deserve it.

Our Services

Comprehensive financial solutions including SIP, mutual funds, insurance, tax planning, and portfolio management tailored to secure your future.

Mutual Fund & SIP Investment

Invest in diversified mutual funds through SIP, building wealth gradually with disciplined, systematic contributions.

Tax Insight

Optimize your tax liabilities with investment plans that offer deductions while growing your wealth efficiently.

Equity Shares Ipo

Invest in initial public offerings of equity shares to gain early market exposure.

Free Portfolio Checkup

Assess your investment portfolio’s health and performance with a complimentary, expert review service.

Health & Critical Illness Insurance

Comprehensive protection against medical expenses, covering major illnesses and ensuring financial security.

Life & Accidental Death Insurance

Ensure your loved ones’ financial future with coverage for life and accidental death incidents.

Equity PMS

Professional management of equity portfolios aimed at maximizing returns through customized investment strategies.

Consolidated Account Statement

Access a unified view of all your financial investments and transactions in one convenient report.

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

"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..."

Jatin Patel Associate Professor

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..

Nirav Vashi Asst. Manager (HR)

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..

Chinmay Chaudhary I.T. Professional, Delhi

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..

Ravindra Patel Retired

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..

Sushant I.T. Professional

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...

Nikunj Vedak Education Counseling Expert &

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..

Dr. Shirish Patel Dentist, Navsari

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..

Suresh Sagar Businessman

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..

Nandish Gala Successfully Managing Family Business

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..

Harshad Patel Self Employed

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..

Sharad Shethna Businessman & Entrepreneur

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.

Bhavesh Patel NRI