Shreeji Finserv

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Smart, Reliable & Customized Financial Solutions Since 2007
SHREEJI FINSERV offers comprehensive financial planning, including term insurance, mediclaim, mutual funds, SIPs, corporate FDs, bonds, PMS, and AIF investments. With 750+ happy customers, we provide trusted advice, personalized strategies, and long-term wealth growth solutions tailored to your financial goals.

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SERVICE

FINANCIAL PLANNING

It is the process of meeting your financial goals through the proper management of your fi ...

MUTUAL FUND

Mutual Fund is a vehicle that enables a collective group of individuals to: a) Pool the ...

WEALTH MANAGEMENT

What is Wealth? Basically wealth is an abundance of variable material resources. The me ...

INSURANCE PLANNING

Private equity is a source of investment capital from high net worth individuals and insti ...

TAX PLANNING

We have partnered with Motilal Oswal Securities Ltd the leading Brokerage service in the C ...

RETIREMENT PLANNING

Fixed income products forms the base of a financial plan. If the base is not strong whatev ...

GOAL BASED PLANNING

CHILDS EDUCATION
CHILDS MARRIAGE
DREAM CAR
DREAM HOME
DREAM VACATION
SIP PLANNER
RETIREMENT PLANNING
FAMILY PROTECTION
CUSTOM GOALS
CRORPATI CALCULATOR

ABOUT US

We provide UN BIASED, FAIR & NEED BASED SOLUTIONS For everyone like Buying home, Marriage Fund, Children Education Fund, Higher Education Fund, Retirement Fund, Contingency Fund etc

To find out more or to arrange an Investment Session please call 0999 897 0906 or alternatively you can contact Us by mail info@shreejifinserv.in, dssprit@gmail.com

TESTIMONIALS

GALLERY

CONTACTS

FF/104, Everest Hub
Opp. Narayan Garden
Gotri Laxmipura Road
New Alkapuri
Vadodara -390021

0999 897 0906
0701 630 1290

info@shreejifinserv.in
dssprit@gmail.com www.dhavalshahlic.com

Building Wealth. Securing Futures. Delivering Trusted Financial Guidance Since 2007.