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Common Questions
Can you help me review and manage my existing investments?
We provide a free review of your existing mutual fund portfolio and life insurance policies after a personal meeting, followed by a need analysis.
Is your advice unbiased?
Yes, we only recommend products that fit your goals, and our top priority is helping you reach your financial objectives. However, we offer a range of company plans and work with all the major mutual fund companies, so we remain unbiased.
How often will I get updates on my investments?
We offer regular reviews and updates, either monthly or quarterly, depending on your preference. Following our internal process, we check in with you after 30 days, 90 days, 180 days, and 1 year to update you on your investments. You also have online access to all your investments.
How does Shreeji Financial earn?
We are an AMFI-registered Mutual Fund Distributor (ARN-41932). We earn commissions from mutual fund companies when we invest client money in regular plans. We earn between 0.15% and 1% annually on the total portfolio, which includes equity, hybrid, and debt funds—as long as the investments stay with us. We may also earn commissions from other financial products, but only if you choose to invest through us.
How do you meet NRI clients and how often?
We are in the business of long-term relationships, and it’s important to meet in person to build a genuine long-term connection. We make ourselves available to NRI clients when they visit India, and to some extent, we travel to their cities in India when they come here. Our founder, Mr. Mistry, travels abroad almost every other month, and whenever he visits your city, he makes sure to meet you in person. In the normal course, we meet our NRI clients via online platforms like Zoom or Teams, where we discuss the need analysis, risk profiling, goal setting and mapping, and conduct reviews at regular intervals through Zoom calls.
How can I trust you as I am visiting your website for the first time?
Since 2002, we’ve been an accredited financial service provider. We’re registered with IRDA and AMFI, which means we have to pass government exams and undergo verification of our details. Once that’s done, we get the license to practice in this field. For more information, please see the experience-sharing section on our existing customers’ page.
Get In Touch
Feel free to keep in touch with us.
F48,1st Flr, Moongipa Arcade, D N Nagar, Andheri West, Mumbai 400053
Shreejiforu@gmail.com
Phone : +91 9769832393/
+91 9987969657
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Get in Touch
- www.shreejifinancial.com
- Shreejiforu@gmail.com
- +91 9769832393