Welcome to Shree Investment

Shree Investment has the best financial advisors in Goa, offering financial planning services for all age groups and income levels.

We, at Shree Investment, believe that protection of our client funds is our prime motto and needs to be tackled with extensive knowledge and proper financial planning. In this regards, we follow a four-step process of Financial Planning – Risk Profiling, Goal Planning, and Portfolio Structuring & Portfolio Tracking. Our financial advisors in Goa believe in making finance a simple concept to understand and make our clients realize that a good and stable financial plan and portfolio will only bring a stress-free condition in their lives.

Shree Investment, having the Goa’s best financial advisor, uses a wide range of products such as Mutual Fund, Insurance & Fixed Deposits, Housing and Vehicle Loans, Insurance, etc., to meet the Financial Goals of our Clients. Our financial advisors at Shree Investment, Goa, believe in the hand-holding procedure of explaining to our clients the pros and cons of financial.More

Financial Video

Wealth e portfolio

  • Client
  • Advisor
  • Employee
Username
Password
Forgot Password
Username
Password
Username
Password

Need Help on Investment

  • Market News

Nifty50 which opened with gains failed to hold onto the momentum and quickly tuned negative making a ‘Long Black Day’ kind of candle on the daily charts.
Fri, 19 Jul 2019 16:20:51 +0530


All sectoral indices ended in red with Auto index falling 3 percent.
Fri, 19 Jul 2019 15:32:02 +0530


In terms of sectors, the SP BSE Auto index led the fall, followed by Realty, Bankex, and consumer discretionary stocks.
Fri, 19 Jul 2019 12:31:50 +0530


The resistance is placed at 11,700 while a close below 100-days moving average placed at 11,560 could extend the decline towards 11461, said experts.
Thu, 18 Jul 2019 16:38:59 +0530


The final tally on D-St – Sensex rose 84 points to 39,215 and Nifty closed 24 points higher at 11,687
Wed, 17 Jul 2019 16:51:28 +0530


Sectoral indices were mixed in trade with Auto falling a percent while Nifty Bank gained 165 points.
Wed, 17 Jul 2019 15:32:38 +0530


Except IT, which ended with minor losses, all indices ended with gains.
Tue, 16 Jul 2019 16:53:54 +0530


WPI inflation data added some tailwind for Indian markets as wholesale price-based inflation declined for the second consecutive month to its 23-month low of 2.02 percent in June
Mon, 15 Jul 2019 16:44:47 +0530


The broader market outperformed as the SP BSE Midcap index gained 0.41 percent while the SP BSE Smallcap index rose 0.16 percent on Friday.
Fri, 12 Jul 2019 16:31:51 +0530


The sectoral trend was mixed with Metal, Pharma, PSU Bank and Realty rising 0.2-0.8 percent.
Fri, 12 Jul 2019 15:31:24 +0530


Sensex rose 266 points to 38,823 and Nifty closed 84 points higher at 11,582 thanks to positive global cues
Thu, 11 Jul 2019 16:44:56 +0530


Sensex fell 173 points to 38,557 while Nifty closed 57 points down at 11,498. The index closed below 100-day exponential moving average (EMA) placed around 11,500
Wed, 10 Jul 2019 16:32:45 +0530


The SP BSE Realty index rose 2.8 percent, followed by the SP BSE Healthcare index which was up 1.8 percent, and the SP BSE Capital Goods index rose 1.6 percent.
Tue, 09 Jul 2019 16:40:21 +0530


Sectoral trend was mixed with Nifty Financial Service index falling while Nifty Pharma gained nearly 3 percent.
Tue, 09 Jul 2019 15:34:07 +0530


Sensex and Nifty50 saw their worst fall in 2019, and worst single-day fall in 4 years
Mon, 08 Jul 2019 16:30:07 +0530

  • MF News

NULL
Wed, 17 Jul 2019 14:50:09 +0530


The scheme would allocate 65-80 per cent in equity and equity related securities and 20-35 per cent in debt and money market securities, the company said.
Fri, 28 Jun 2019 20:55:06 +0530


MFs received net fresh flows of Rs 76,989 crore in April, mainly driven by stable inflows into liquid funds and modest equity figures.
Mon, 10 Jun 2019 16:46:25 +0530


NULL
Mon, 10 Jun 2019 12:58:15 +0530