Shreeji Investments and Finance

Financial Planning

Making your rupee work for you

Mutual Funds

Enjoy flexibility in to your investment

Retirement Planning

It's never too early to think about

Tax Planning

Turn your taxes into your investment

Our Mission

“To become the First Choice of our Customers, Prospects, and Community as a whole" by creating value through Innovation and Customer-Centric Services.
Our mission is what we seek to accomplish every day.

Our vision

Protecting people, ensuring protection while leading our clients towards financial freedom & security.
Our vision reminds us that Clients do business where they are welcome and stay where they are appreciated.

Our Values

Respect for our Clients
Integrity in Both Thought and Action
Teamwork Supported by Sound Investment Strategies
Strong Commitment to Excellence

WHY CHOOSE OUR COMPANY

About Us

Established in the year 2016, we are a leading financial services firm. We are committed to delivering the best to our clients with latest technology solutions for all investments under one roof

Awards & Accolades

Our Milestones

• Shining Star of the Month - Jan 2021 Prudent Corporate

• Outstanding Business Contribution Award - Motilal Oswa

• Outstanding Performance in SIP Drive- Jan 2022

• FundzBazar Excellence Award & HDFC LIFE Award Mar 2022

• SIP Bronze Challenge winner - Prudent Corporate

• Winner of SIP Bronze Challenge - Aug 2023

• Shining Star for Jan 2024 - Lets Roar Drive

• Super Star of July Month - Prudent Corporate Advisors

WHAT WE DO FOR YOU

Our Services

Financial Planning

We all have financial goals to achieve in our life like children’s education planning

Financial Planning

We all have financial goals to achieve in our life like children’s education planning

Insurance Planning

Insurance is an important risk management tool that can protect you and your family from financial hardship

Insurance Planning

Insurance is an important risk management tool that can protect you and your family from financial hardship

Wealth Management

Wealth management is an investment advisory service that combines other financial

Wealth Management

Wealth management is an investment advisory service that combines other financial

Tax Planning

Tax planning involves optimizing your wealth creation and protecting your health

Tax Planning

Tax planning involves optimizing your wealth creation and protecting your health

Retirement Planning

Two things are certain – (1) we all are mortal and (2) we all are supposed to retire

Retirement Planning

Two things are certain – (1) we all are mortal and (2) we all are supposed to retire

Estate Planning

Why should we make a Will? We all are busy in creating wealth for our consumption

Estate Planning

Why should we make a Will? We all are busy in creating wealth for our consumption

FINANCIAL PLANNING TOOLS

Our Calculators

Children are always asked what they want to be when they grow up. As a parent, you want to make sure nothing stands..

Child's Education Planning

For a parent, seeing their child happily married is an unparalleled joy. Whether it is the pride of seeing your son..

Child's Wedding Planning

So you have always wanted to build your dream home. We can help you achieve your dreams with our..

Dream Home

Dream car is no longer a dream. Be ready to put your seat belts on and go for a ride. Check how much..

Dream Car

Everyone dreams of going on a grand vacation at some time during their lives. It can be overwhelming..

Dream Vacation

Even if it seems a long way off, it pays to plan for your retirement as early as possible. Most people..

Retirement Planning

Even if it seems a long way off, it pays to plan for your retirement as early as possible. Most people..

Custom Goal

SIP Planner helps you figure out the amount you need to invest regularly to meet your Financial goal. Use this calculator..

SIP Calculator

MARKET NEWS

News And Updates

Educational videos

Educational Video

Educational videos

core team

Our Management Team

Mr. CA Rajesh Tanna
Chartered Accountatnt
Managing Partner / Founder

• Having contributed significantly to the growth and development of Shreeji Investments since 2016, it is now present across 8 states and 6 international locations.

• 21 years of Experience in Teaching Costing - CA Inter/Final includes 15 years with JK SHAH Institute

Ms. Heley Rajani
M.B.A(Finance)
Partner / Cofounder

• Associated with Shreeji since inception, has played integral role in product development.

• 12 years of experience in Financial Services & Stock Broking Industry at has played Integral role in customer relations