Professional BusinessSolution & Consulting

Professional BusinessInvsetment & Consulting

Professional BusinessFinancial Advisory Services

ABOUT US

Shree Investments is one of the most trusted providers of financial solutions in India. We offer complete financial planning, wealth management, tax planning, financial advisory solutions, risk management retirement planning and a host of other related services. Our financial planning expertise can help to meet all goals and aspirations that our clients may have.


our services

Financial Planing Calculator




online mutual fund investment platform

Secure your future through systematic investment

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OUR HAPPY CLIENTS

Shree Investment DP [ Dharmesh Pandit ] understands the simple fact that all the investors are different and it tailors its services accordingly as well. It knows that the circumstances that I am in cannot and will never be exactly the same as another investor. It brings such realization into play at all times and this is something that is so beneficial for us as an investor. It analyzes the situation that you are in with a lot of care and comes with investment solutions that are tailored to your requirements. It can also be said that these investment options are great for our families as well.

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Dr. Krishankant Rao,

Managing Director

Thanks Shree Investment [Dharmesh Pandit ] for the right advice at the right time. Shree Investment is one such firm where you get plenty of opportunities to grow your wealth. The organization knows that in this day and age creating wealth is always easier said than done but it makes such a tough thing achievable for you and that too with a great degree of ease it might be said. I have been planning to create funds to get the money for my retirement. I wanted to do it with clear vision. Thanks to Shree Investment DP for the guidance. For you guys it has been possible for me to achieve this dream of mine.

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Dr. Nitin Parikh

Managing Director

You might ask how Shree Investment [ Dharmesh Pandit ] is different from others of its ilk. After all, there are plenty of other companies in India that are offering high returns as well and they treat their customers pretty well too. So, what is so special about this company? Why should you think of it as being different from others? Well, there are not too many investment companies that would take out time the way it would in order to make you feel like you are a part of its family. To it, you are so much more than your financial goals.

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Dr. Jatin Mistry,

Paediatric

The portfolio management services of Shree Investment DP are second to none. Right now you may not know much of this company but trust me. I have done business with some of the leading names in this regard – I am not taking their names for reasons that should be pretty obvious to you all. I can tell you that its services are really good. This means that unlike the big names you do not need to spend a whole lot of money with them. But at the same time the quality does not suffer as well.

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Dr. Saumay Smart,

Cardiologist

Not every investor out there leads her or his life the same way – there could be some who are filthy rich and are investing just because they like the easy money that comes with investing in these equity-based investment options. At the same time there could also be people who are betting a lot and really need the returns that they are going to get from the mutual funds or such other investment options that Shree Investment DP provides. The beauty of this company is that here the people suggest you options based on your lifestyle and needs as well.

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Mr. Nilesh Pandya,

High Court Lawyer

I am a major investor – someone who has been in this line for years now and earned a small fortune, if I may add. Quite often I have to transfer my assets across generations and anyone who has done this knows how tough and demanding this process can be. After all, there are cross border issues, as well as estate related ones, involved over here and trust me they can get really complex. However, Shree Investment DP can really make it all very easy for you.

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Mr. Bhramanand Bhardwarj

-IT

I have worked with many fund and asset managers in my years of existence as an investor and dare I say Shree Investment DP is right up there with the very best. My wife’s and myself retirement funds had been invested in mutual fund through shree investment and really I appreciate it after 5 years of investment it gives a handsome return beyond the traditional investment. Shree investment DP is taking personal care for your needs understand it very well. The organization is capable of perfect coordination of investment and financial strategies that are needed in order for your money to pay you well.

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Mr. Jayant R. Shah

Retired

Shree Investment DP believes in investing throughout the long term and for this it uses principles such as diversification. It is also a past master when it comes to asset allocation in a strategic manner. In the end it means that as an investor you are highly benefited to say the least. I had invested in the mutual fund products offered by the company a few years back with the aim of being able to sponsor the higher education of my child and their marriage. I have been keeping regular tabs on how well my money is doing and I should say that I am really impressed by its work.

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Ketan Chokshi

Businessman

In spite of being a top of the line investment service provider the great aspect of Shree Investment DP or the way it works, to be more precise, is its humble approach. Before it invests your money it would always ask you if you like a discretionary portfolio or would you want to take more part in the investment process. What they do is adhere to a process that is as thorough as any so that your investment strategy is outlined properly and then implemented in the right way.

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Rajesh Bhatt

- Accountant

The services of Shree Investment DP [ Dharmesh Pandit ] are provided in such a way that it is easy to liquidate your investments as and when you want. I know that taking out money from a mutual fund before a certain point of time is not a good thing to do but at times you do need money, like I did for my mother’s operation. This is where Shree Investment DP came to my rescue in such a way. It understood what I was going through and made the provision for me to withdraw money on an emergency basis. This is what I love so much.

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Prakash Joshi

Job in Multinational company