Services

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Comprehensive Financial & Insurance Planning Services

At Shreemaa Investment Services, we understand that every financial decision you make today shapes your tomorrow. With over 20 years of experience, we offer personalised wealth consulting services designed to help individuals and families achieve long-term financial security and peace of mind.

 

What we offer

The Services That We Provide

At Shreema Investment, we provide complete financial solutions to help you grow, protect, and secure your wealth. Our team of financial planners delivers personalized strategies across a wide range of services:

Life Insurance

Life is uncertain, but your family’s financial security shouldn’t be. Through our financial advisory and life insurance solutions, you can protect your loved ones from unexpected financial burdens. Our policies provide life cover, tax benefits, and emergency financial support.

Mutual Funds

Invest wisely with our mutual fund solutions. Whether you want to start a SIP, plan for your child’s education, or secure retirement, our investment planner team offers expert guidance and market insights to ensure growth and stability.

General Insurance

Your health, assets, and lifestyle deserve protection. Our financial advisory team helps you select motor, health, travel, and home insurance policies, safeguarding you from unexpected risks.

PMS (Portfolio Management Services)

For high-net-worth individuals, we provide Portfolio Management Services (PMS). With the expertise of our investment planners and financial consultants, we actively manage your portfolio with research-driven strategies to maximize returns.

Retirement Planning

A secure retirement requires smart preparation. Our financial planner team helps build a strong retirement corpus, ensuring financial independence and a stress-free lifestyle in your golden years.

Education Loans

Quality education is a valuable investment. Through our financial advisory, we guide families in selecting the right education loan options with manageable repayment plans, making your child’s academic dreams achievable.

Child’s Future Planning

Structured investments ensure their future is bright, no matter what.

Health Insurance

Cashless treatments, lifelong renew ability, and financial safety during medical emergencies.

Insurance Planning

Financial security against life’s uncertainties, with smart tax-saving benefits.

Join now to maximize profits and balancing risks.

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Mutual fund investment planner discussing financial reports with client
Why Choose Us

Knowledge is the key to making informed investment decisions.

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Expert Guidance

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Best Teamwork

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Trusted platform

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Support 24/7

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