Portfolio Management Services (PMS) in L.T. 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. 

We prepare custom financial plans according to customer needs. Allocating funds into equity and debt according to their needs that how long they want to invest. We distribute these funds among postal, term plans, mutual funds, sip and FD and pension plan. So with these basic information we suggest them plans in which they can invest and get returns. Along with it we provide taxation and project financing as well.