Welcome to Shree Investment
 
We at Shree Investment believe that protection of our client funds are our prime motto
and needs to be tackled with lots of knowledge and proper planning. In this regards we follow
four step process of Financial Planning Risk Profiling, Goal Planning, Portfolio Structuring & Portfolio Tracking.
We use a wide range of products such as Mutual Fund,Insurance & Fixed Deposits ect. to achieve the
Financial Goals of our Clients. There are many advantages of Mutual Fund over other Investment
products like Diversification, Professional Approach & Steady Growth. Hence we
strongly recommend the use of Mutual Fund in every clients Portfolio creation
 
 
 
 
TOOLS & RESEARCH
 
 
 
 
 
 
 
 
 
 
Mutual Funds
Investing in a mutual fund is like an investment made by a collective.
 
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Stocks
The capital stock of a business entity represents
the original capital paid .
 
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FD & Bonds
A Fixed Deposit is a financial instrument provided by banks and financial Institutes.
 
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Online Trading
Online share trading tips, share stock market
news for trading share & online stock trading.
 
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Ask an Expert
Get the best financial advisory to protect and
growth of money through the our online experts.
 
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Useful links
We have collected all important web links at one
place check this section for visiting those websites.
 
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Refer a Friend
Now that you had a great service from a business,
tell your friends all about it using Refer a Friend!
 
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Partner with us
We invite aspiring Financial Advisors to join us as a
Business Partner. We offer good share of incentive.
 
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Service your Policy
When you need pay your bill, check your claim
status, policy information, we help you.
 
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