About

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.

 

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.

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.

Request a call Back.

Would you like to speak to Mr. Shrikant over the phone? Just submit your details and we’ll be in touch shortly. You can also email us on info.mysip@gmail.com