WELCOME TO Shreeguru Investments
We as Shreeguru Investments incorporated in the year 2008 and at present having 175+ satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Why Us
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Vision
Our Vision is to provide you with the most ideal solutions in wealth building for your overall financial well-being.
02
Process
We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach.
03
Delivery
We believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & needs in life.
Our Achievement
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Clients
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Crores of AUM
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Years of Experience
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Awards
Our Team
MR. SADANAND JOSHI
Chief Advisor
Mr. Sadanand Joshi is the Chief Advisor for Shreeguru Investments. One of the oldest in the team, he has over 8 years of rich experience in the financial services industry. An MBA by education, he is known for his deep understanding of the distribution practices and its challenges.
