Finance

Risk Solution

Protect yourself and your family from risk.

Insurance constitutes a very important aspect of any person’s or family’s financial life. Though we are all familiar with the “insurance” term, there exists a huge gap in “what you need” and “what you get”. Shree Financial realizes this “need gap” and aims to fulfill it by providing you with 360 degree service offering to identify, satisfy and manage your insurance needs.

Insurance Services is not limited to one insurance company; thus you don’t need to change Consultant when your insurance needs change. We Offer a one stop shopping for all your insurance and retirement needs. We treat you like a person, not a number. Meeting your needs is our # 1 priority.

We have the Tools & Resources you need

SFIS, offers services to MICRO, SMALL & MEDIUM size business owners and its employees besides providing professional consultation for employed, self employed & Professionals.

The suitable plans are chosen based on information provided by the client and after careful and scientific analysis. The service includes face to face meeting, implementation of selected plans, and after services.

Shree Financial Insurance Services

Services for Individual Services for Business/Corporates Other Insurance Services
 Education Plan  Employee Retention Plans  Health Insurance
 Retirement Plan  Sole Proprietor – Insurance Solution  Home Insurance
 Pure Protection Plan  Partners buy sell Agreement & Insurance Plan  Travel Insurance
 Motor Insurance
 Personal Accident Insurance

Contact Us to Learn More about Shree Financial Risk Solution

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Becoming Wealthy is Not a Matter of How Much You Earn, Who Your Parents are, Or What You Do. It is a Matter of How and Who is Managing Your Money