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ABOUT US

About Shree Fin

Shreefin is a forward-thinking financial services firm with over six years of expertise, dedicated to transforming the way individuals navigate the world of investments and financial planning. Operating across diverse sectors, we provide a wide range of solutions, including loans, mutual funds, bonds, Portfolio Management Services (PMS) investments, stock market investment education, and more.

At Shreefin, we pride ourselves on simplifying the complexities of the financial markets, empowering clients to make informed and strategic investment decisions. With a steadfast commitment to promoting financial literacy and fostering a deeper understanding of financial concepts, we are excited to announce our groundbreaking initiative launching on December 1, 2024.

Offering

Our services

Loan

Flexible loans with quick approvals, competitive rates, and personalized support to meet your financial needs.

Credit Card

Enjoy financial flexibility with feature-rich credit cards offering rewards, cashback, and secure transactions.

Insurance

Secure your future with insurance plans offering coverage, benefits, and peace of mind

Real Estate Investment

Build long-term wealth with strategic and reliable real estate investment opportunities.

Finacial Planning & Literacy

Empower your future with financial planning and literacy for informed.

International Market Investments

Expand your portfolio with international market investments .

Mutual Funds & Bonds

Achieve your financial goals with diversified mutual funds and stable bonds.

Legal & CA Assistance

Get expert Legal and CA assistance for seamless compliance and informed decisions.

Learning Modules

International Market Investments Learning

Beyond Borders: Study & Work Abroad Program

A structured guide for students aiming to study and build careers outside India. .

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01

The Market Wizards: Finance & Investment Career Accelerator (FICA)

A course designed for individuals who want to succeed in trading, portfolio management, and financial analysis.

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02

Sales & Marketing Mastery Program (SMMP)

A hands-on course to develop sales and marketing skills with job placement support.

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03

Mr. Junior Investors: The Young Economists

Introducing kids to economics, savings, and national development and Teaching kids the fundamentals of global finance and economic growth

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04

Investment 101: From Beginner to Wealth Creator

A simplified guide to understanding markets, investments, and financial success this content is related to the bond services.

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05
Our Podcast

From Conversations to Connections

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Helping you achieve your financial goals

our Achievement

Our Journey of Excellence

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Clients talk

What Our Clients Say
About Us

ShreeFin has transformed the way I approach investments. Their expert guidance in mutual funds and stock markets helped me build a strong portfolio with consistent growth. Highly recommended.

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piyush

indiawebsoft

"ShreeFin's loan services were a game-changer for my business expansion. The process was smooth, the approval was quick, and the interest rates were competitive. Great service!"

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sagar

Entrepreneur

I was initially hesitant about investing in the international market, but ShreeFin made it easy and accessible. Their expert recommendations helped me diversify my portfolio successfully

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gavish

Investor analysis

From mutual funds to real estate investments, ShreeFin has guided me every step of the way. Their customer-centric approach and financial expertise set them apart

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pradeep singh

Freelancer

Shreefinn has been a game-changer for my financial needs. Their expert guidance and seamless services have made financial planning and investments much more accessible

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Shree

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