Vision:

Our vision is to partner with you to create financial comfort, help and protect your family, and build a legacy.

We are committed to know and understand your financial situation and provide you with only the highest quality service and advice to help you reach your personal goals.

Mission:

• 1) To grow as the most Reliable and Trusted Brand.
• 2) To be the most Diversified Brand in providing Investments Options.
• 3) Relieve you of stress relating to your financial worries.
• 4) Our motto is “WHERE WEALTH IS CREATE”.

About SHREE KAMLESHWARI INVESTMENT:

Shree Kamleshwari Investment started its journey in the Year 2004. We are a team of Professional Financial Planners helping families and individuals achieve their Financial Goals. Serving & handling services including Mutual Funds, Life Insurance, General Insurance, Health Insurance, SIP's, Shares etc. We are Family Financial Advisor for more than 200+ families which are satisfied with our advice and services.

As time went by we have emphasized our focus on technology and ease of access of services at fingertip. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. We are present in web as well in mobile devices. We handhold you to understand reports and analysis of your investments and insurance and at the same time guide you for further actions that needs to be taken. We keep transparency throughout our services. Our most valuable asset is you and your faith on us. We value that above everything.

Service Offering:

• Financial Planning and Goal Planning.
• Investment Advisory
• Wealth Management
• Risk Assessment, Risk Management and Risk Profiling
• Need based Insurance Planning.
• Retirement Planning.
• Child Education and Marriage Planning.
• Vacation Planning
• Debt Management
• Health Corpus creation and health Insurance.
• Estate Planning and Will Preparation.

What we offer:

• Mutual funds based on past track record and consistency in performance.
• Fixed Maturity Plans.
• Private Insurance products with tax benefits.
• Health Plans with tax benefits.
• Exchange Traded Funds.

What We Do Not Offer:

• Any short term gains product, which relates to fly by night investing.
• Any product that does not match your need, requirements and goals.
• Products that are complex, with hidden costs involved and high lock in periods

How We Are Different ?

We follow the standard framework in making your financial plan. That said, our differentiation is our methodology.

Our motto is to create wealth of our valuable customer with proper planning.

Priti Harshesh Trivedi is a founder of Shree Kamleshwari Investment & she is a postgraduate in Costing & Accounts. She is having with more than 17 years of rich experience in business and finance.