Shreeji Financial Planners

Shreeji Financial Planners Financial Products Distribution and Services. Shreeji Financials is in the area of financial and investment product distribution from 2002.

We believe in helping individuals on their quest to wealth creation. Our USP is giving the right products as per the life phase and to make sure that one achieves their important goal without fail. We are the distributor of Mutual Funds and Insurances. Our Goal Achievement Program help you design a roadmap for the goal and our monitoring system makes sure that it is achieved on time. We handhold o

ur clients for the monitoring of their investments and we guide them regularly with the changes in the market. Milestone achieved are 700 plus clients, pe*******on in international markets like Dubai, Qatar, UK and USA. Qualified for Million Dollar Round Table - 4times.

27/08/2026

Raksha Kavach sirf ek vaada nahi, aapke parivaar ki financial security ka ek mazboot sahara hai.

Aapke baad bhi aapke parivaar ko financial support mil sake — Term Plan ke through yeh possible hai.

Is Raksha Bandhan, apne parivaar ko sirf pyaar ka nahi, financial protection ka Raksha Kavach bhi dijiye.

99.80% Claim Settlement Ratio | 1,000+ Families | ₹250 Cr+ Raksha Cover Planned

Aaj hi apne family ke financial future ko secure karein. Explore a Term Plan.

Call: +91 98200 11317
🌐 shreejifinancial.com

Celebrating the beautiful bond of love, laughter, and lifelong support. ❤️Wishing you and your loved ones a very Happy R...
27/08/2026

Celebrating the beautiful bond of love, laughter, and lifelong support. ❤️

Wishing you and your loved ones a very Happy Raksha Bandhan!

25/08/2026

Financial Planning — Plan Today, Prepare for Tomorrow. 💰📊

Understanding financial planning and knowing how to do it the right way is an important step toward building a better financial future.

Watch this video to understand what financial planning is and how to do it.

📩 Want to know more about financial planning? Get in touch with us today.

Call: +91 98200 11317
🌐 shreejifinancial.com

22/08/2026

Term Insurance with Premium Return — Protection with a benefit at the end.
Secure your family’s future while getting your eligible premiums back as per the policy terms. Because protection can be planned with added value.

Know More About the Plan — Connect With Us Today.

Call: +91 98200 11317
🌐 shreejifinancial.com

20/08/2026

Make your investments work for you with SWP. 💰📈

A Systematic Withdrawal Plan (SWP) allows you to withdraw a fixed amount from your mutual fund investment at regular intervals—helping you create a steady cash flow while keeping the remaining investment invested.

Plan your withdrawals smartly. Plan your financial future confidently.

📩 Connect with us to understand if SWP is right for your financial goals.

Call: +91 98200 11317
🌐 shreejifinancial.com

A small step today. A bigger future tomorrow. 🌱Mutual Funds can help you build wealth with consistency, patience, and th...
18/08/2026

A small step today. A bigger future tomorrow. 🌱
Mutual Funds can help you build wealth with consistency, patience, and the power of time. Start small, stay invested, and keep growing towards your financial goals.

📩 Start your investment journey today with Shreeji Financials.

Call: +91 98200 11317
🌐 shreejifinancial.com

Create Financial Independence for your self ! Click the linkhttps://forms.gle/Y1RcxXrNzhuZoAKP9Get a personalised Roadma...
15/08/2026

Create Financial Independence for your self !
Click the link
https://forms.gle/Y1RcxXrNzhuZoAKP9

Get a personalised Roadmap for your Independence..

🇮🇳 Freedom

Freedom to choose. Proud to be Indian. 🇮🇳✨This Independence Day, let’s celebrate the spirit of freedom, unity and progre...
14/08/2026

Freedom to choose. Proud to be Indian. 🇮🇳✨
This Independence Day, let’s celebrate the spirit of freedom, unity and progress that makes our nation truly special.

Wishing everyone a very Happy Independence Day! ❤️🤍💚

When it matters most, the right insurance stands by you. 💙A proud moment as 2 hospitalization claims have been successfu...
13/08/2026

When it matters most, the right insurance stands by you. 💙

A proud moment as 2 hospitalization claims have been successfully settled today — ₹4,22,000 and ₹80,000.

Health insurance isn’t just an expense; it’s protection, financial support, and peace of mind when you need it the most. 🏥✨

A heartfelt thank you to our clients for trusting us with what matters most. 🙏

Don’t wait for a medical emergency to think about protection.
📩 DM us today to understand the right health insurance cover for you and your family.

Call: +91 98200 11317
🌐 shreejifinancial.com

Address

2017, Lev 201&, Adani Western Heights, JP Road, Four Bungalows, Andheri West
Mumbai
400053

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 6pm
Saturday 10am - 2pm

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