Investment
Growth Products
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Starts With Rs. 1000
Starts with Rs. 50 Lacks
Starts With Rs. 1 Crore
Problem Faced
Growing financially is crucial, but what's the next step?
Most of us want to increase our wealth, but we're unclear about where to start, how to get started, and which investment option is right for us.
Confused About Investing
Not Sure which Mutual Fund/PMS/AIF to select?
Once we understand your time horizon, your risk profile, and investment goals, we can help you determine the right instrument for your needs.
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Not Sure which Mutual Fund/PMS/AIF to select
Once we understand your time horizon, your risk profile, and investment goals, we can help you determine the right instrument for your needs.
Grow your investment faster than others,
The process we follow
01
Goal Setting
Goal Setting
Define financial goals to guide investment planning
02
Risk Analysis
Risk Analysis
Assess risk tolerance to tailor the portfolio
03
Portfolio Suggestion
Portfolio Suggestion
Based on the goals, we suggest suitable mutual fund schemes or PMS/AIF available in the market
04
Implementation
Implementation
We facilitate investments through AMFI-authorized platforms.
05
Monitoring and Adjustments
Monitoring and Adjustments
Continuously monitor and adjust for performance
06
Periodic Portfolio Review
Periodic Portfolio Review
Regularly review and adjust based on goals and market conditions
Goal Settings
Define financial goals to guide investment planning
Risk Analysis
Assess risk tolerance to tailor the portfolio
Portfolio Suggestion
Based on the goals, we suggest suitable mutual fund schemes or PMS/AIF available in the market
Implementation
We facilitate investments through AMFI-authorized platforms.
Monitoring and Adjustments
Continuously monitor and adjust for performance
Periodic Portfolio Review
Regularly review and adjust based on goals and market conditions
Goal Settings
Define financial goals to guide investment planning
Risk Analysis
Assess risk tolerance to tailor the portfolio
Portfolio Suggestion
Based on the goals, we suggest suitable mutual fund schemes or PMS/AIF available in the market
Implementation
We facilitate investments through AMFI-authorized platforms.
Monitoring and Adjustments
Continuously monitor and adjust for performance
Periodic Portfolio Review
Regularly review and adjust based on goals and market conditions
Know Interesting Facts
Key points for Growth Planning
- Diversify your investment
- Know your Risk Profile before investing
- Invest with Discipline – each month
- Control your emotions when the market corrects
Mutual Fund
Diversification
Higher Returns
Flexible Structure
Easy Liquidity
SIP is a Systematic Investment Plan that starts from as low as Rs. 500 per month, and lump sum investments begin at Rs. 5000.
Investing in mutual funds offers diversification, expert management, and accessibility, making them a top pick for both new and experienced investors looking to start with a small or large investment.
A mutual fund is an investment vehicle that pools money from multiple investors to invest in a diversified portfolio of assets such as stocks, bonds, or other securities. It is managed by professional fund managers, making it easier for individuals to invest without needing deep market knowledge.
Portfolio Management Services (PMS)
For high-net-worth individuals (HNIs) looking for personalized wealth management with higher potential returns, PMS is the way to go.
Minimum investment: ₹50 Lakh
Portfolio Management Services (PMS) is a personalized investment solution where a professional manager handles an individual’s portfolio. It offers tailored strategies based on the investor’s goals, risk appetite, and financial profile. It invests in the Indian equity market.
Sebi Governed
Personalised Strategies
Direct Equity Exposure
Professionally Managed
Alternative Investment Funds (AIFs)
Alternative Investment Funds (AIFs) offer wealthy investors a way to invest in areas beyond traditional stocks and bonds, such as startups, private equity, real estate, and corporate bonds.
Minimum investment: ₹1 Crore
It is a privately pooled investment vehicle that collects funds from investors (Indian or foreign) and invests them according to a defined investment policy for the benefit of investors. Not open to everyone like mutual funds; targeted at sophisticated investors. Higher risk but also potential for higher returns. AIFs are regulated by SEBI in India.
Sebi Approved
HNI Product
Professionally Curated Portfolios
Professionally Managed
Comparison of MUTUAL FUND, PMS and AIF
Specs
Mutual Fund
Portfolio Management Services (PMS)
Alternative Investment Fund (AIF)
Minimum Investment
Very low (₹500 SIP / ₹5,000 lump sum)
₹50 Lakhs
₹1 Crore
Risk Level
Moderate (diversified)
Higher (concentrated)
Highest (exposure to startups, PE, etc.)
Liquidity
High – daily redemption (except closed-end funds)
Medium – depends on PMS agreement, may have lock-in
Low – lock-in of 3–5 years or more
Transparency
High – daily NAV, monthly/quarterly disclosure
High – detailed reports of all holdings & transactions
Medium – periodic disclosures, less transparent than MF
Fees
Low (Expense Ratio: ~1–2.5%)
Higher (Fixed fee + performance-based fee)
Very High (2–2.5% management fee)
Investor Type
Retail investors, beginners, salaried individuals
High-Net-worth Individuals (HNIs)
Ultra-HNIs, Institutions, Sophisticated Investors
“For educational purposes only – verify product details before investing.”
*The above investment products are driven by market conditions that offer higher returns accompanied by higher risk. Most of these investments carry market risk, and returns are not guaranteed. However, they are regulated by SEBI to protect investors’ interests. We are an AMFI-registered mutual Fund distributor with ARN 41932 and not a product manufacturer.
Client Testimonial on Growth Products Planning
FAQs
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Can I invest in Mutual Funds with multiple brokers?
Yes, You can start mutual fund investment with multiple service providers.
Are these investments safe?
All investments carry risk. Mutual Funds are regulated by SEBI and transparent. PMS and AIFs involve higher risk and are suitable for experienced investors. We help align investments with your risk profile.
How do I start investing with you?
Our process includes understanding your goals, recommending suitable products, implementing investments, and reviewing performance regularly.
Do I have to do my KYC again if I have done it earlier?
Maybe/May not be, we can check the current status of your KYC, if it is not validated, then you may have to redo it, and we will provide you with support for the same.
What are the services I can expect from you?
As a Mutual Fund Distributor, we provide you with a time-to-time portfolio statement, online access to view your portfolio, support for KYC and FATCA declaration as and when required, and guidance for essential goal planning.
Can I view or transact online in my mutual fund portfolio?
Yes, we provide online access for you to view all your transactions and download statements at any time. You can also perform transactions on your own.
Are you an RIA or an AMFI Registered Distributor?
We are an AMFI-registered Mutual Fund Distributor and not a RIA (Registered Independent Advisor). Our Distributor code is ARN-41932.
How do you earn?
We don’t charge any fees for mutual fund distribution. We are typically compensated by mutual fund companies (AMCs) through trail brokerage, which is a percentage of the assets under management, usually ranging from 0.15% to 1%.
You provide services for Direct Plans or Regular Plans?
Our services are available exclusively for Regular Plans, which include extra support like portfolio reviews, guidance on choosing funds, research reports, and in-depth analysis of the funds.
Do you provide services to NRI / OCI holders?
Yes, we can provide solutions to NRIs & OCIs, we have such clients from 10 plus countries. We have a dedicated NRI team who work as per their time schedule, including working on weekends.
Disclaimer: Mutual Fund investments are subject to market risks. PMS and AIFs involve higher risks and may not suit all investors. Please read all scheme-related documents carefully before investing.
To Get a Free Review on your Existing Mutual Fund Portfolio fill the details as below
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Get in Touch
- www.shreejifinancial.com
- Shreejiforu@gmail.com
- +91 9769832393
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