We as Shree Vasudeo Investments incorporated in the year 2007 and at present having more than 1500+ satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
VISION
We at “SHREE VASUDEO INVESTMENTS” committing to be recognized as a leading Investment Organization in the world by adding values of trust and an ethical approach with the five pillars:
LIFE INSURANCE
To be the preferred and most trusted life insurance service provider of all our clients to fulfill individual and their family needs.
MUTUAL FUNDS
To provide financial security and create wealth for our clients and to make ready financial freedom for all generations.
TERM ASSURANCE/ HEALTH INSURANCE/ PERSONAL ACCIDENT INSURANCE
To be the most trusted and well known Term Assurance, Health Insurance and Personal Accident Insurance service provider by taking care of our clients and their family members.
REALTY
To focus on the customer's dream of buying a superb home and facilitate with all required superior design and quality at an affordable price.
LOANS
To be a leader trusted by all the clients and prospects to fulfill their own needs without compromising their investments accumulated for future needs and continue generating wealth for future.
MISSION
- To provide secured life by providing the best products and service of life insurance with competitive returns
- To earn the complete trust and self-assurance of our investors and rise as a “FUND BOX OF CHOICE”
- To provide world class infrastructure in the world of realty.
VALUES
Credibility- To create trust in others with our Accurate work and efficiency.
Integrity- We uphold the higher standard of respectability in our actions.
Respect for individual- We give confidence to our people, encourage their efforts and motivate them.
Customer Relationship- We deem in life time relationship.
