Shreeji Financials - Retirement Planner

Shreeji Financials is in the area of financial and investment product distribution from 2002. We believe in helping individuals on their quest to wealth creation. Our USP is giving the right products as per the life phase and to make sure that one achieves their important goal without fail. 

We are the distributor of Mutual Funds and Insurances. Our Goal Achievement Program help you design a roadmap for the goal and our monitoring system makes sure that it is achieved on time. We handhold our clients for the monitoring of their investments and we guide them regularly with the changes in the market. 

Milestone achieved are 700 plus clients, penetration in international markets like Dubai, Qatar, UK and USA. Qualified for Million Dollar Round Table - 4times.