Welcome to Shree Investment

  • Financial Planning

    Reliable And Affordable Products For Your Home and Office.

  • Retierment Planning

    Reliable And Affordable Products For Your Home and Office.

  • General & Life Insurance

    Reliable And Affordable Products For Your Home and Office.

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.


Mutual Fund

A mutual fund is simply a financial intermediary that allows a group of investors.

Financial Planning

Financial Planning is the process of meeting your life goals through the.

Life insurance

Life insurance is a guarantee that your family will get financial support.

Health Insurance

With medical costs and lifestyle diseases spiraling out of control,

Tax Planning

There is more to tax planning than the exemptions available.

FD & Bonds

tax free government bonds, Banking and non banking financial institutions Debenture,bonds and deposits.


SIP or Systematic Investment Plan is a method of investing in mutual funds. Under the SIP investment method, an investor picks a mutual fund scheme and decides to invest a certain fixed amount at fixed intervals. Investing in one scheme through small instalments over time (rather than with a large amount at once) is Systematic Investment Planning.

For example: Mr. Anand wishes to invest ₹25,000 in a mutual fund, but does not have this amount ready to invest at the moment. Mr. Anand can invest ₹2,500 per month for the next 10 months, so the eventual total value of his investment will be ₹25,000. In this way, Mr. Anand has fulfilled his investment goal and also gained many benefits - such as Rupee Cost Averaging, budgeting, etc. (which are explained below). This method of investing a fixed amount over time for a particular goal through a particular mutual fund is called Systematic Investment Planning or SIP.