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We at Sreemoney give you an excellent Investment Choice. Choose form a range of over 170 best of breed funds from the biggest names in global fund management.


Retirement Planning

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“Let our advance thinking become your advance planning”.

We as financial planner provide direction and meaning to your financial decisions. We allow you to understand how each financial decision you make affects other areas of your life. By viewing each financial decision as part of a whole, you can consider its short and long-term effects on your life goals. We listen closely and take the time to understand your complete financial picture — your cash and liabilities, risk protection, investments and taxes. Through our personal approach to financial planning and advice, we can help you match your aspirations with reality. We aim to provide the right direction for the best low risk returns.

“It’s not how much money you make , it’s about how much money you keep”- Robert Kiyosaki

Here are some aspects of life, where you need a financial planner :-

  • To protect yourselves and your loved one’s from financial uncertainties.
  • To plan for the best possible education for your children.
  • To plan and achieve your financial goals.        
  • To build up an adequate corpus in the long term.
  • To retire with pride as and when you want.

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