With our counselling, you will make Smarter Investment Decisions & Achieve your Life's Financial Goals while building Multi-Generational Wealth.
We are passionate about helping both Entrepreneurs and Professionals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk.
Our goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate.
We use proven investment strategies designed to help you reach your financial goals faster.
Mohit Beriwala is the CEO of Shree Rama International.
Since 2006, he's been helping Entrepreneurs and Professionals safeguard their assets and reach the goal they desire. When not working, he enjoys reading and playing with his son. He's also a fitness enthusiast and a techie.
Mohit is actively involved in providing community services.
Basket of Services
A mutual fund is a kind of investment that uses money from investors to invest in stocks, bonds or other types of investment. This enables even a small investor to invest in instruments available only to institutional investors.
Portfolio Management Service is a tailor made professional service offered to cater the investments objective of different investor classes. The Investment solutions provided by PMS cater to a niche segment of clients.
A fixed deposit is a financial instrument provided by banks or NBFCs which provides investors a higher rate of interest than a regular savings account, until the given maturity date.
A retirement plan helps you accumulate enough funds to remain financially independent during your retirement years. It entails deciding your retirement age, how much money you will need for your monthly expenses during retirement and how much you need to set aside now to accumulate that corpus for retirement years.
The National Pension Scheme is a social security initiative by the Central Government which is open to employees from both the public and private sectors.
The scheme encourages people to invest in a pension account at regular intervals during the course of their employment.
54EC bonds, or capital gains bonds, are one of the best way to save long-term capital gain tax. 54EC bonds are specifically meant for investors earning long-term capital gains and would like tax exemption on these gains.The maximum limit for investing in 54EC bonds is Rs. 50,00,000.
SGBs are government securities denominated in grams of gold. They are substitutes for holding physical gold. Investors have to pay the issue price in cash and the bonds will be redeemed in cash on maturity. The Bond is issued by Reserve Bank on behalf of Government of India.
It is a bond that is available for investing to Indian individuals, with a minimum amount of Rs.1000 and a lock-in period of 7 years (exceptions available to senior citizens for premature withdrawl). Interest Rate is reset half-yearly and payout is also on a semi-annual basis (after TDS).
Insurance is required to protect you and your family financially in case of unforeseen circumstances. This may be in the form of Medical Insurance or Life Insurance. Depending on your goals you may opt for any of the three types of life insurance - Endowment, ULIP, Term.
Money management and investing isn’t rocket science. If you’re a disciplined spender, saver, planner, and investor, you may be competent to manage your own finances.
The Portfolio Counselling team is headed by the highly qualified Investment Professional
Mr. Mohit Beriwala
CFA, CFA (ICFAI), FRM, LIFA, MPEFB (IIM B),
MS (FINANCE)
MOUSUMI LAHA
My qualifications:
MBA, NISM, QPFP (Finance)
I love to cook and wish to travel around the world
The CEO
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24, Sarat Bose Road, Chakraberia, Ballygunge, Kolkata, West Bengal, India
Mob: +91 - 98307 11636 Email: mb@shreeramainternational.com
Monday - Friday: 9.30am - 6.30pm
Saturday: 9.30am - 4.30pm
Sunday: Closed
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