With us, you’ll discover a wide range of investment and savings products and services that can help you reach your financial security goals.
Whether it’s saving for your child’s education, planning a vacation, building a nest egg for retirement or investing, we can help you create an investment portfolio that’s tailored to your needs.
Investing in mutual funds involves taking some of your money and putting it in a larger pool of funds managed by a team of professional money managers. Because of the large amount of money in the pool, and because your money is managed by specialists in the field, mutual funds can diversify your portfolio more widely than you may be able to do when investing on your own.
Overall, investing in mutual funds is an easy way to start building a sensibly managed and highly diversified financial portfolio. Shree Insurance & Investments offers you a range of planning options and support to help you achieve your investment goals.
How does it work?
Once you’re ready to discuss mutual funds in greater detail, we will work with you to determine your risk tolerance, objectives and financial goals to determine which mutual funds fit your investment profile.
We will meet with you on a regular basis to determine if your risk tolerance or investment objectives have changed over time. If that’s the case, they can help you re-balance your portfolio accordingly.
How will it benefit me?
Professionally managed portfolios
Mutual funds give investors access to a well-managed and highly diversified portfolio of equities, bonds and other securities.
Choosing to invest in a single company or industry may be very risky. Mutual funds allow investors to diversify their portfolios, helping them accommodate changes in the market.
Typically, mutual fund units can be redeemed – or “cashed out” – at any time. (The redemption value will depend on the load structure of the purchase and the unit value on the day of redemption, which may be lower or higher than the purchase price.)
Mutual funds are one of the most cost-effective ways to own a diversified, professionally managed portfolio. That’s because a mutual fund allows you to invest in several different companies at a fraction of the cost – a cost that’s shared with other investors.
You benefit from the expertise of professional money managers who have training and experience in the investment field.
We have a prominent team of investment managers who continually research and monitor markets, trends and the companies in which they invest on your behalf.