About Us
Shree Investments is one of the most trusted providers of financial solutions in India. We offer complete financial planning, wealth management, tax planning, financial advisory solutions, risk management retirement planning and a host of other related services. Our financial planning expertise can help to meet all goals and aspirations that our clients may have.
Our Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
Thanks Shree Investment for the right advice at the right time. Shree Investment is one such firm where you get plenty of opportunities to grow your wealth. The organization knows that in this day and age creating wealth is always easier said than done but it makes such a tough thing achievable for you and that too with a great degree of ease it might be said. I have been planning to create funds to get the money for my retirement. I wanted to do it with clear vision. Thanks to Shree Investment DP for the guidance. For you guys it has been possible for me to achieve this dream of mine.
Dr. Krishankant Rao
Managing Director
You might ask how Shree Investment is different from others of its ilk. After all, there are plenty of other companies in India that are offering high returns as well and they treat their customers pretty well too. So, what is so special about this company? Why should you think of it as being different from others? Well, there are not too many investment companies that would take out time the way it would in order to make you feel like you are a part of its family. To it, you are so much more than your financial goals.
Dr. Nitin Parikh
Managing Director
You might ask how Shree Investment [ Dharmesh Pandit ] is different from others of its ilk. After all, there are plenty of other companies in India that are offering high returns as well and they treat their customers pretty well too. So, what is so special about this company? Why should you think of it as being different from others? Well, there are not too many investment companies that would take out time the way it would in order to make you feel like you are a part of its family. To it, you are so much more than your financial goals.
Dr. Jatin Mistry
Paediatric
The portfolio management services of Shree Investment DP are second to none. Right now you may not know much of this company but trust me. I have done business with some of the leading names in this regard – I am not taking their names for reasons that should be pretty obvious to you all. I can tell you that its services are really good. This means that unlike the big names you do not need to spend a whole lot of money with them. But at the same time the quality does not suffer as well.
Dr. Saumay Smart
Cardiologist
Not every investor out there leads her or his life the same way – there could be some who are filthy rich and are investing just because they like the easy money that comes with investing in these equity-based investment options. At the same time there could also be people who are betting a lot and really need the returns that they are going to get from the mutual funds or such other investment options that Shree Investment DP provides. The beauty of this company is that here the people suggest you options based on your lifestyle and needs as well.
Mr. Nilesh Pandya,
High Court Lawyer
I am a major investor – someone who has been in this line for years now and earned a small fortune, if I may add. Quite often I have to transfer my assets across generations and anyone who has done this knows how tough and demanding this process can be. After all, there are cross border issues, as well as estate related ones, involved over here and trust me they can get really complex. However, Shree Investment DP can really make it all very easy for you.
Mr. Bhramanand Bhardwarj
-IT
I have worked with many fund and asset managers in my years of existence as an investor and dare I say Shree Investment DP is right up there with the very best. My wife’s and myself retirement funds had been invested in mutual fund through shree investment and really I appreciate it after 5 years of investment it gives a handsome return beyond the traditional investment. Shree investment DP is taking personal care for your needs understand it very well. The organization is capable of perfect coordination of investment and financial strategies that are needed in order for your money to pay you well.
Mr. Jayant R. Shah
Retired
Shree Investment DP believes in investing throughout the long term and for this it uses principles such as diversification. It is also a past master when it comes to asset allocation in a strategic manner. In the end it means that as an investor you are highly benefited to say the least. I had invested in the mutual fund products offered by the company a few years back with the aim of being able to sponsor the higher education of my child and their marriage. I have been keeping regular tabs on how well my money is doing and I should say that I am really impressed by its work.
Ketan Chokshi
Businessman
In spite of being a top of the line investment service provider the great aspect of Shree Investment DP or the way it works, to be more precise, is its humble approach. Before it invests your money it would always ask you if you like a discretionary portfolio or would you want to take more part in the investment process. What they do is adhere to a process that is as thorough as any so that your investment strategy is outlined properly and then implemented in the right way.
Rajesh Bhatt
- Accountant