Shree Wealth Finserv

Shree Wealth Finserv

The Investment Hub

FIND THE RIGHT SOLUTIONS FOR YOUR WEALTH WITH TRANSPARENCY TO ACHIEVE YOUR GOALS.


WE WILL GIVE YOU BEST PLANS AS PER REQUIREMENT TO INCREASE YOUR WEALTH IN A PROPER WAY..
    SIP ( SYSTEMATIC INVESTMENT PLAN )
    LUMP-SUM ( ONE TIME INVESTMENT )
    ELSS ( TAX SAVING SCHEME )
    LIQUID FUND


AS A FIRM, WE REMAIN FOCUSED ON DELIVERING OUR KNOWLEDGE AND EXPERIENCE IN A WAY THAT INCREASE VALUE TO OUR CLIENT ENGAGEMENTS.

Why SIP ?

SIP     (13.71%)
FD     (8.62%)
Gold     (8.48%)
PPF     (9.41%)
Inflation     (6.52%)
From March 1981 to March 2020Returns in CAGR*Subject to Market Risk
  • Goal Achievement SIP is a smart tool that helps you to achieve your Big goal from small amount of investment
  • Outstanding Return Benefits of compounding interest on longer period Investment, Like earning on the Interest. Start SIP today to get compounding Interest
  • Discipline Investment It helps you to invest a fixed amount every month to become a Disciplined investor gradually
  • Flexible SIP is Flexible to choose a comfortable amount to invest and you can select the date of Investment as per your need
  • Average Cost 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
  • Convenience Invest a small amount every period you choose without affecting your budget
  • Time Saving SIP helps you save your time by avoiding market watch

We are working with..

We are Growing..

70


Happy Clients

100


Total SIP's

2.3

Crore
Total Investment

10


Partners