ABOUT US
We at Shraddha Investments endeavour to provide the best in class service and solutions to all our clients… Our various financial services provide more information on some of the products and technology solutions that we have created for you growth is based on unwavering principles and philosophies. Open communication with clients helps us stay ahead of competition while ensuring that we keep the faith bestowed upon us safe.
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OUR SERVICES
Financial Planning
It is the process of meeting your financial goals through the proper management of your finances.
Insurance Planning
Insurance is an important risk management tool that can protect you and your family from financial hardship
Wealth management
Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward.
Tax Planning
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance
Retirement Planning
With the growing complexity of retirement, more and more people are getting concerned about retirement
Equity Advisory
For Equity Advisory services, we are empanelled with Prudent Broking Services Pvt. Ltd., which is a leading Stock
Educational Video
Testimonial
It was really great experience to be a part of financial planning.
The master advisor Mr Kapil Sethi has a good knowledge and his advisory services based on financial planning and asset allocation with goal oriented. “I walk away with many ideas on my mind, how I can make an impact in my financial muscle.
Sameer Sancheti
I’ve been investing with Shraddha Investments for over 9 years now and I am quite pleased with my relationship with them. Earlier I was also investing in mutual funds and redeeming them to meet my short term needs but due to their education And Financial counseling, I understood the power of compounding growth using SIP and how investing should be linked with long term my own personal ‘financial goals’. Best thing I feel is they never push to do more investments and let me grow at my own pace and provide a transparent view of where I stand with respect to my goals. I have and would recommend Shraddha investments to my family and friends.
Gopal Naneria
My investment experience with Shraddha investments has been nothing short of amazing ..from guiding me in the initial days to streamlining the portfolio at present.. special mention for Mr. Kapil Sethi who has responded to all my queries with utmost gentleness and respect........Keep it going..