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Sri Shirdi Capital has a dedicated team of professionals handling the investment advisory services
of the firm. These experts use their knowledge of investments, tax laws, and insurance
to recommend financial options to clients in accordance with their short-term and
long-term goals. Some of the issues that the specialists address are general investments,
retirement planning, tax planning and child education & welfare planning. Our certified
Investment Advisory Managers strive to understand each individual client’s needs,
risk profiles and investment goals to provide the best advice. Apart from advising,
they help clients build and track their investments. They also regularly monitor,
report and recommend changes based on the performance of the portfolio.
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Investment Advisory helps you in the following ways:
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- Provides you with the information to make fruitful and timely financial decisions.
- Helps you understand how each financial decision other areas of your finances.
- Aids you in assessing the level of risk that is suited to your lifestyle and financial
situation.
- Facilitates you to manage your finances based on the goals that you are looking
to achieve.
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We offer advice on and help invest in the following products:
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- Mutual Funds
- Insurance - Life & Non - Life
- Bonds
- Deposits
- IPO’s
- Small Savings Instruments
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To know more, Contact Us today! Click here |