Shreeji Investments and Finance

Insurance Policies

Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events . We work with you to identify your risks and implement a cost-effective risk management program that has been developed with your specific circumstances and requirements in mind.

Our insurance recommendations include Insurance For

·  Life Insurance

·  Health Insurance

·  Personal Accident Insurance

·  Critical Illness Cover

·  Travel Insurance

·   Motor Insurance

If you have existing insurance policies, it is important to realize that both over-insuring and under-insuring can be costly. We will review all your existing policies and ensure that you are appropriately and adequately Insured .

The loss of earnings and dent in wealth basket can be experienced with the death, disability, critical illness or long period of hospitalization and its clear impact is seen on the financial well-being. Planning for covering all such possible risks through insurance  always turns out to be fruitful as well as satisfactory to policyholder.

Instead of considering insurance planning as an absolute tool towards the overall financial planning, we often misunderstand it by calling an investment. Already where our daily lives remain unpredictable with uncertainties including an absolute loss of income, critical illness or even with disability, why not look forward for the attainment of absolute peace of mind  through an effective insurance planning technique.

About us

Established in the year 2016, we are a leading financial services firm based out of Mumbai. Our offerings include Financial Planning, Investment Facilitation, Insurance, Loans & Tax Planning. Our well qualified & experienced team management team does the much-needed hand holding of our clients to ensure their financial well-being. Thanks to our technology-based offerings, we service clients across 6 countries & 8 Indian states from our Mumbai office.

Contact Us

  • Address : F-63, First Floor Raghuleela Mall, Behind Poisar Bus Depot, Kandivli(West), Mumbai 400 067.
  • Email : sales@shreejiinvestments.com
  • Mobile : +91 9820213023

Our Location