Services

SHREEJI INSURANCE & INVESTMENT CONSULTANT is a leading financial service provider in Subahnpura,Vadodara. It has been formed by the culmination of a long standing relationship with the leading financial management and advisory companies offering their financial deposits and insurance products in India.

For private customers, our platform of products and services provides access to a robust range of investing and wealth building tools with the personal guidance at your convenient time and right at your doorstep.

We help you understand your financial objectives and make appropriate plans to realize them. We offer financial planning, Individual Need based solutions, asset allocation, and investment monitoring at your doorstep absolutely free of cost.

We are Certified Financial Planner, worked as I.F.A.(Independent Financial Advisor )

We Offer – Need Based, Unbiased, Fair Advice:
  • Life Insurance Corporation of India ( L.I.C )
  • ICICI PRUDENTIAL Life Insurance
  • TERM INSURANCE PLAN OF ALL CO.
  • Mutual Fund, S.I.P, GOLD E.T.F.
  • Senior Citizen Saving Scheme, M.I.P.
  • R.B.I. Bonds & Tax saving INFRA Bonds
  • Tax Free Bonds, N.C.D, PAN CARD SERVICE
  • RAJIV GANDHI Equity Tax Saving Scheme( NEW )
  • Company Deposits ( F.D. ), Monthly Recurring Plans
  • Tax savings Investment Planning, Retirement effective investment planning
  • Home Loan& It’s Liability Free Insurance, ” HDFC CREDILA” CHILDREN EDUCATION LOAN
  • N.R.I. Investments Planning
  • CHILDREN EDUCATION LOAN FROM HDFC
  • LIC & PRU. ICICI MEDICLAIM
  • Portfolio Management Services., LIC RELATED ANY SERVICES & FREE ONLINE SERVICE
  • PROPER DOCUMENTATION OF INVESTMENTS
  • “ICICI SECURITIES ONLINE PLATEFORM “, To access ALL Investments Online & in your control.
  • We are conducting, “INVESTORS AWARENESS MEET “on regular basis, In small & big group & at Corporate level. Also we will start a series of , “EFFECTIVE POST RETIREMENT SOLUTION “, for senior citizen & “SPECIAL FINANCIAL AWARENESS PROGRAMME FOR WOMEN’S ONLY “
  • ICICI Bank Home Loan
  • Top Up Loan
  • Buissness Loan
  • Personal Loan
  • Loan Against Property
  • Comm Property Loan
Start Early, Save Regularly, Handsome Wealth at Desired Interval.

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