We at Shreeda Investment, adopt a structured and disciplined approach and provide you secure and safe mutual fund investment platform.

we offer you multiple distribution services like Mutual funds, Insurance, Fixed Deposite etc. a complete range of services that complement our distribution services. The range includes a combination of best of breed proprietary and non-proprietary (third party) products. The approach is to provide you quick transaction services suitable to your profile and risk appetite .

Work with us to develop a savings cum investment habit and a protection plan that provides you with the best chance to reach your investment targets according to your specific needs and comfort levels. Our incidental advice helps you to choose the best and more suitable scheme for you under the SEBI defined riskometer.

The following specific solutions are offered to the clients:-

• Investment Services MF
• SIP Investments
• Fixed Deposits
• Life Insurance
• Health Insurance

We understand the importance of Financial Services and hence developed an approach to design your Wealth based on your need, time horizon and risk appetite. This unique approach includes:

• Understanding your risk profile.
• Indentifying your financial needs
• Assigning proper asset allocation.
• Selecting best suitable products.
• Regular monitoring of investments portfolio.
• Periodic review and rebalancing.