Shreedhar Wealth
Where money works for you
OUR ETHICS
We work for you
OUR COMMITMENT
To transform your Dreams into Reality
SATISFACTION GUARANTEED
Your happiness is our priority
Shreedhar Wealth
We are here to help you
Our Services
Whatever your goals, we shall help you achieve them through our well researched and best selected investment avenues.
Mutual Funds
Wealth refers to your basket of assets. Though we help you create wealth through a variety of Mutual Funds.
Life Insurance
The purpose of life insurance is to provide financial protection to surviving dependents after the death of an insured.
Equity
Shreedhar Wealth provides Customized Equity Advisory to clients based on their profile. You can count on our Equity advisory services.
Health Insurance
Health insurance is a way to pay for health care. It protects you from paying the full costs of medical services when you’re injured or sick.
Fixed Deposit
Corporate Deposit is the amount deposited by investors for a fixed period of time with a company which offers a fixed rate of return.
Capital Gain Bonds
Government notified bonds and securities that are specified under Section 54EC and are issued by the NHAI and REC.
SIP can do Wonders
Here's a simple calculator where you can estimate the returns on your investment. Just enter the amount you want to invest on monthly basis, period of investment and approximate interest rate and see the magical figures.
Get the returns you deserve
Our approach to long-term investing can give upto 3-4% higher returns than average Mutual Funds. We automatically keep your money invested in only the best funds without you having to switch funds yourself. Our technology helps make this possible by lowering taxes, lowering fees, diversifying your portfolio, and enabling better investor behavior.
Our Pledge to customers
Shreedhar Wealth, a very close knitted firm, epitomizes our personal value system. It inculcates integrity, loyalty and promise to do what’s right for our clients. The firm adheres to the highest standards of ethical code of conduct.
Transparency
Lifetime Relationship
Personalised Service
Cost Efficiency
Proud Clients
Ms. Tanvi Pragya - Dietitian in Apollo Sugar Clinic, Bilashpur (C.G.)
We thank u for the work u have done for us over the past yrs. The expertise & attention with which you have handled our financial affairs could not be faulted. May u prosper along with ur clients.
Mr. Shashikant Sharma - PO, PNB
Shreedhar Wealth team has been our adviser for many years now. They have consistently offered sound and appropriate financial advice. They always spend time discussing and explaining different opportunities for investment with us considering our circumstances and attitude towards risk.
Mr. Ritesh Jain - Mechanical Engineer
Better than expected, might at first glance appear a little effusive but we honestly never expected to get such fantastic advice and support from a Financial Advisor. Every inch the professional, we would recommend her to anyone and everyone. Thank you.
SIP – the easiest way to grow Money!
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