Insurance Agents Near Me in Vasna Road, Vadodara

Shreeji Insurance & Investments Consultant has been in the field of Insurance & Investments consultation for more than eight years, during which period we have amassed more than 300 satisfied customers. We offer need-based investment/insurance planning by meeting the clients personally & understanding their life goals/future needs. The company is led by an Independent Financial Advisor, who has IRDA & AMFI Certified Degrees. He has bagged the SIP TOPPER awards recently in last three yrs from Karvy. He is an expert in Retirement Planning, Pension Planning, Children Education Planning and Children Marriage Planning. We specialise in providing services in the fields of Insurance, Mutual funds, FD, Recurring Deposits, SIP, Tax Savings, Portfolio Management, Loans, PAN CARD, ONLINE INVESTMENT SERVICES, etc. Contact us for your insurance and investment needs. 

Pragati Funds is promoted by Sanjay Relekar who is an MBA in Finance and over 25 years exposure in the area of Personal Finance and Investments. The firm has well equipped office managed by an able team of Customer Support personnel. We follow the process of Investment Planning in every transaction that we conduct with our investors, which gives us an edge in any type of market condition .While we are process oriented we have not lost the personal touch because we believe we have our investor’s most valuable asset—TRUST. He places his TRUST in us to guide him to BUILD, CONSERVE & GROW his hard earned money.

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