Investment Services

Benefit from the long-term growth potential of the stock market.

Direct Equity

At Shree Investment, we believe that Direct Equity is a powerful tool for wealth creation. With over 18 years of experience, we provide expert guidance to help you make informed investment decisions in the stock market.

Mutual Fund

Mutual funds are investment options that pool money from multiple investors to invest in stocks, bonds, or other securities. They are managed by professionals and offer a balanced way to grow your wealth over time. Mutual funds are suitable for those looking for diversification and long-term growth.

Tax Saving Funds:

Tax-saving funds help you save on taxes while growing your money. These funds, also known as Equity Linked Savings Schemes (ELSS), offer tax benefits under Section 80C. They are ideal for people looking to reduce their taxable income while investing in equity for potential returns.

Retirement Saving Fund

Retirement saving funds allow you to build a financial cushion for your post-work life. These funds focus on steady growth over the years, giving you peace of mind and security during retirement. Investing now can ensure you have the finances to enjoy life after retirement.

Lic's Group Gratuity scheme

LIC’s Group Gratuity Scheme is an employer-sponsored plan that helps organizations manage gratuity payments for employees. It provides financial stability for employees upon
retirement, resignation, or in unfortunate events, ensuring long-term loyalty and benefits.

Research-Based Insights

Get access to in-depth market analysis and stock recommendations.

Customized Investment Strategies

Tailored solutions based on your financial aspirations.

Real-Time Monitoring

Stay updated with market trends and portfolio performance.

How We Help

Our team of seasoned experts is committed to helping you navigate the complexities of the stock market with:

We are trusted by more than 10,000 clients

A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with
my whole heart. I am alone, and feel the charm of existence in this spot.