We provide financial products which suits your needs and helps you achieve your goals. We are Government Certified Distributors and Agents. We are accredited agents from IRDAI and a certified distributor from AMFI.
We work purely on your requirements towards your future and provide you an unbiased solution for your dreams. We provide the solutions for your financial security, stability and growth.
Satisfied Clients
Skilled Professionals
We provide financial products with complete due diligence and all the products we offer are well regulated by government authorities.
Our team monitors your investments on ongoing basis and provide you the performance reports on regular basis.
We provide complete hand holding during different walks of your life - to rebalance the portfolio, to invest when markets are down, to make the claims for insurances, transfer of assets to nominee in case of uncertainty, etc.
We believing in transparency and it comes by financial literacy. We educate our clients to avoid doing mistakes in their financial life and we conduct Saturday School Webinar on every Saturday evening for financial literacy.
Satisfied Clients
Crores of Sum Assured
Years of Experience
Plus Recognitions
We can help you for your all financial needs and manage your entire investment portfolio at one place. We will provide online dashboard on your all investments to be viewed at a single place.
We make sure that you get the right financial products for your needs and we provide you solutions which are personalised to your requirements. With our goal achievement program, most of our clients could fulfil their needs with personalised monitoring and tracking the investments.
We are certified distributor and we can give you any mutual fund or financial product which suits your needs. Our endeavour is to give you the solutions which are most suited to your needs and we suggest you products as per your personalised needs.
Our existence in this business from last 20 years are due to the trust of all out clients. We are transparent in all our transections and deals, we provide all the necessary documents in regards to your financial transections.
Non Resident Indians and Persons of Indian Origin (PIO) have the best opportunity to invest in India with various investment avenues. We help NRIs to create wealth with financial assets which are giving better returns, easy to manage and easy to liquidate and repatriate.
It is important to create a wealth in a safe heaven which is free from business risks and any attachments. We help business owners to strategies their finances for long term and a sustainable wealth.
Those who don’t have time to invest, we help them take the right investment decisions which are in tune to their financial needs.
It is important to plan for the young people who have just started their journey of earning and wealth creation.
Retirement planning is most crucial as one has to live for many years with increasing cost and decreasing interest rates. We help retirees to balance their wealth for a long term living and survival and lifestyle needs.
We help Corporates and Trusts need to plan for their long term contingency, savings, tax saving and investments.
Mr. Pramod got an amazing experience on Wealth Creation with complete financial planning and support from the Shreeji Financials. Mr. Pramod Deore works into Renewable Energy Sector as a Chief Operati
Shri Ritam Patt is a renowned architect and he is our client from last twenty years. Our relationship started with the protection planning and over a period the trust got developed with the right prod
Mr. Vaibhav is a NRI and an engineer by profession. He is a young beginner who wanted to plan for his family security and financial future well in advance so that he can easily achieve the important g
Mr. Amit is a young beginner with new borne baby and just began the journey of a family life in Dubai. Being an IT engineer, he could find the products from the internet but he was not able to decide
Adv. Devang Shah is our client from last 16Years, he had invested into a fix income plan from Max Life. This plan started giving him a fix income on monthly basis regularly from last 5 years. He is hi
Mr. Manoj Vaswani got the delighted experience on Wealth Management Services with Shreeji Financials. His Mutual Fund portfolio was scattered into different funds before he approached us and he was no