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更新日期：2018-11-06
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目前版本：1.3
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We are experienced & professionally qualified to recommend all mutual funds. We are registered with AMFI (Association of Mutual Funds in India) & hold relevant NISM (National Institute of Securities Market) certificates.
We hold CFPCM mark, an internationally recognized professional competence certificate from FPSB, India, a governing body registered with FPSB USA for promoting financial planning awareness across the world.
We at SHREE INVESTMENTS, established in 2014, believe that most of the financial problems are either due to lack of money or mismanagement of money. We work as money counselors. We address the growing aspirations of hundreds of middle-class families with unbiased advice & enables families to be financially self-dependent.
We thrive to bring discipline & inculcate savings habits that help families optimize true potentials of their hard earned savings & achieve relevant personal financial milestones. Being very young our self, we aspire to be recognized as a reliable & respected money manager for our client families.