We as SHREEJI INVESTMENT incorporated in the year 2004 and at present having 1000+ 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.
1. Qualified in MDRT (USA) for consecutive 5 years since 2006 till 2010.
2. Qualified in NJ Partner Business Convention (PBC) for consecutive 10 years as one of the top partners and participated every year.
3. Qualified in NJ Certified Insurance Advisor (CIA) for consecutive 10 Years as one of the top partners and participated every year. NJ Insurance is one of the leading Insurance broker in INDIA.
4. NJ Wealth is Financial Products Distributors Network , one of the India’s leading and most successful network of distributors in the financial services industry .
Our Vision is always to help clients to achieve their Financial Goals with effective and smart investment planning.
Our Core Purpose is to provide need base financial solutions & thereby making people enjoy a secured retirement life
Why Us?
Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer...
Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focuss on Customer Satisfaction:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right Experience & Skills:
We have over 15 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Our Skills
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Client Services
OUR TEAM
| Management: | |
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Mr. RIPAL RAI |
| Mr Ripal Rai Founder of SHREEJI INVESTMENT Having more then 20 years Experience in financial Industry.Partner is known for his deep understanding of the distribution practices and its challenges. | |
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Mr. RAVI PATEL / AMIT MORE |
| RAVI PATEL/& AMIT MORE is the Product Head for INVESTMENT & INSURANCE having joined SHREEJI INVESTMENT 4 years back after being an entrepreneur in the FINANCIAL INDUSTRY. With an experience of over 6years, RAVI and AMIT are the person with sound grip on the FINANCIAL market. | |
