Rajesh sir is an investment consultant who embarked on his journey as a stock-broker in 2006. With a specialization in Retirement Planning and Portfolio Consultancy, his expertise lies in helping individuals secure their financial future. In addition to his investment prowess, he is also a trusted Real Estate broker, serving clients through his sister-concern company, Shreeman Properties.
Tanay is a dynamic professional who kickstarted his entrepreneurial journey in 2013 with Shreeman Digital Marketing. In 2014, he joined SSIC and has since been at the helm of Business Development, Marketing and Client Relationship Management, spearheading growth & fostering strong connections with clients. With his passion for driving business forward, he is a key asset for the company.
CA Rohan is a distinguished Chartered Accountant with a wealth of expertise in Stock Market Taxation, Accounting, GST, ITR, Audit, TDS, Assessments, and more. With his extensive knowledge, he navigates the intricate realm of tax regulations with precision to deliver comprehensive solutions & provides tailored consultancy services to our valued customers, ensuring they maximize their tax benefits.
Kamlesh is a very dedicated executive who ensures seamless client experiences by overseeing their back office needs and delivering timely confirmations for transactions. He has been an integral part of the team, for over a decade managing client engagements.
Ajit is an accomplished Equity Advisor in our company, specializing in trading and long-term investments. His dedication, analytical skills, and deep knowledge of equity markets makes him an valuable asset to our team. His expertise in swing trading, ensures that our clients receive top-notch service and guidance in their investment endeavors.
Pritam is a highly skilled Equity Advisor who plays a vital role in assisting our clients with trading and long-term investment strategies. Despite being the youngest member of our team, Pritam possesses immense potential and a thorough understanding of equity fundamentals.
Weather can be forecasted, but not your financial emergencies.
Financial planning at an early stage allows you to prepare for uncertain emergiencies and also helps you to create goals for things like your child's education, your retirement, family vacations or unexpected life changes.
A Financial Advisor will build an investment portfolio for you alongwith retirement and tax planning, as well as insurance needs thereby providing you with simplified goal plan to secure your future and hand-holding in challenging times.
You should meet with us to review your plans every five years, or before any major life transition.
At SSIC, we bring extensive experience, industry expertise, and a client-centric approach to financial planning. Our dedicated team of professionals is committed to understanding your unique goals and tailoring a comprehensive financial plan to help you achieve them efficiently and effectively.
With our deep understanding of the financial landscape, access to a wide range of investment options, and personalized guidance, we can provide you with valuable insights and recommendations to optimize your financial plan. Our goal is to empower you with the knowledge and strategies needed to make informed decisions and maximize your financial potential.
Since 2006 in the financial industry, we differentiate ourselves through a combination of experience, expertise and commitment to personalized service that sets us apart. Our team of dedicated advisors offer in-depth market knowledge and tailored investment advice. We prioritize building long-term relationships based on trust and transparency, ensuring that your financial well-being remains at the core of all that we do.
At SSIC, we take the privacy of your financial information seriously. Our partner companies have deployed advanced encryption protocols and follow stringent data protection measures to safeguard your sensitive data. Rest assured that we handle your information with the highest level of security.
Absolutely. Our team of financial planning experts possesses extensive knowledge and experience in navigating complex financial scenarios. Whether it's planning for retirement, managing tax implications, or addressing estate planning concerns, we can provide you with comprehensive solutions and guide you through the intricacies of your financial journey.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Shreeman Shares & Investment Consultants, Nagar Road, Opp. New Saibaba Mandir, Sunita Nagar, Chandan Nagar, Pune, Maharashtra, India
09:00 am – 05:00 pm
Monday - Friday : 9:00 am - 5:00 pm.
Saturday : 10:30 am to 4:00 pm.
(By prior appointment only)
RAJESH SURENDRAKUMAR AGARWAL is an authorized person of Motilal Oswal Financial Services Limited.
AP Registration Number: AP0297093181 & AP0104460133989.
RAJESH SURENDRAKUMAR AGARWAL is an authorized partner of Prudent Corporate Advisory Services Limited.
AMFI Reg No.: ARN-102901.
Copyright © 2023 Shreeman Shares & Investment Consultants - All Rights Reserved.
Investment in securities market are subject to market risks, read all the related documents carefully before investing.
Powered by Shreeman Digital Marketing & GoDaddy