Our Services

We first work to identify the exact assets, liabilities, your monthly inflow/outflow and analyse your personal financial goals. And based on that, we categorised the target on the basis of long term goals and short term goals and recommend the best suitable solution/products which can help you to achieve those goals.

Retirement Planning

Today’s necessity for yourself.

Child Education Planning

For your children’s future.

Future Planning

Plan to achieve them.

Goal Based Planning

Wealth Creation

Become Caroprepati.

Monthly Income Planning



Legacy Planing

Secure your family.


Health Insurance

Make your and your loved ones health secure.

Life Insurance

Secure your family.

Tearm Insurance

Comprehensive financial protection to your family members against life’s uncertainties.

SIP & Lumpsum Calculator

A Systematic Investment Plan (SIP) calculator is an online financial tool that can help to calculate the returns you would earn on your SIP investments. The calculator also tells you how much you would need to invest every month to earn a target corpus. Simply put, it provides a roadmap to achieve your various financial goals…

Love the way they guided me and found the best mutual fund policy suited to my lifestyle. Thank you!
Susmit Laha
Grateful for the way they guided me, never felt so safe investing!
Aryan Roy
Thinking about investing? Sree Investment is a one-stop destination. They are the best.
Lisa Khan