We are a firm incorporated in the year 2019 and at present have more than 200+ satisfied clients. We help clients to achieve their Financial goals with effective and smart investment planning. We are certified and registered with the Association of Mutual Funds in India (AMFI).
We offer comprehensive financial advisory services to our clients and provide them with market-beating returns for their investments while keeping their time frame and financial goal in mind. Proudly, we have a client retention ratio of 95%. We use our complete knowledge of insurance, and investment opportunities in order to suggest investment options to clients, as per their long-term and short-term goals.
Create sustainable wealth for clients to fulfill all future goals at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Create awareness of Financial Planning Literacy to make a simplified financial plan which helps clients to fulfill their Financial Targets.
Create awareness of Financial Planning Literacy to make a simplified financial plan which helps clients to fulfill their Financial Targets.
Mr. Sairaj Shahapurkar
Founder
Mr. Sairaj, the esteemed Founder of S R Investment, stands as a beacon of knowledge and experience within the financial services sector. With a venerable tenure exceeding one decade, Mr. Sairaj's 11 years of dedicated service have not only shaped the firm's legacy but also enriched the industry at large.
His passion for finance and dedication to client success have been instrumental in the firm's ongoing expansion and the enduring trust it garners across continents.
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
Insurance refers to a contractual arrangement in which one party, i.e. insurance company or the insurer, agrees to compensate the loss or damage sustained to another party, i.e. the insured, by paying a definite amount, in exchange for an adequate consideration called as premium.
The insured receives a contract, called the insurance policy, which details the conditions and circumstances under which the insurer will compensate the insured. The amount of money charged by the insurer to the Policyholder for the coverage set forth in the insurance policy is called the premium.
As a client of our Nivesh.com service you can enjoy some big, tangible benefits. You can do hassle, worry and error free transactions in a very easy, time and cost effective manner – any time, any where.
We offer easy transaction facility and few very unique services for mutual fund transactions in our Nivesh.com service, as given below: