Shree Wealth Finserv

Mutual Funds

Fixed Deposits or Mutual Funds

As far as savings are concerned,  fixed deposits (FD) are the most preferred option for investors. The reason is, this is one of the oldest savings instruments and considered the most secure with a fixed rate of return Read More

Fixed Deposits or Mutual Funds

As far as savings are concerned,  fixed deposits (FD) are the most preferred option for investors. The reason is, this is one of the oldest savings instruments and considered the most secure with a fixed rate of return Read More

Why.. SIP

SIP is a systematic investment plan, it is a method of investing in Mutual Funds. SIP is a systematic method to invest where a specified amount on a monthly basis is deducted from your bank account Read More

Plan for Your Child’s Education

One of the constant concerns in every parent’s mind is how to plan their children’s education. With the increasing cost of living and soaring inflation, it is natural for each parent to start planning to make sure their child Read More

Plan for Your Child’s Education

One of the constant concerns in every parent’s mind is how to plan their children’s education. With the increasing cost of living and soaring inflation, it is natural for each parent to start planning to make sure their child Read More

Home Loan Interest Free with SIP

Buying a home is a dream for the majority of Indians. This is because in our society, having your own house is the ultimate sign of progress. People living on rent are disapproved of and are under constant pressure from Read More

Retirement Planning

We usually think about old age when we think about retirement, a time when you have to give up your job and stay home and do nothing. Most retired people, unlike the fact, live a very active life Read More

Retirement Planning

We usually think about old age when we think about retirement, a time when you have to give up your job and stay home and do nothing. Most retired people, unlike the fact, live a very active life Read More

Why SIP ?

SIP is a smart tool that helps you to achieve your Big goal from small amount of investment

Benefits of compounding interest on longer period Investment, Like earning on the Interest.

It helps you to invest a fixed amount every month to become a Disciplined investor gradually

SIP is Flexible to choose a comfortable amount to invest and you can select the date of Investment as per your need.

You will get more units when the market goes down & less when it goes up this way cost of buying mutual fund units can be Average

Invest a small amount every period you choose without affecting your budget.

SIP helps you save your time by avoiding market watch

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Why SIP Key Features Key Features

Retirement Planning Key Features

Mutual Funds

%
years

Invested Amount

600000

Wealth Gained

793286

Your Wealth

1393286

Net Return

132

Are You Ready to Invest?