Financial Services

We are the Financial division of "Shree Rama International".

Our operations began in 2006, our Core offering includes Personalized Financial Planning, Private Wealth Management & Risk Advisory. (Our Expertise)

Our Execution (Transactional) based advised offerings include:

  • Mutual Funds

  • Fixed Deposits (Public + Private)

  • Life Insurance

  • General Insurance

  • Government Bonds

  • Portfolio Management Services

  • Project Funding

  • A recent addition to our forte is Venture Capital & Private Equity.

Currently our Assets under Advisory & Management total Tens of Million in $.

What currently separates us from rest of the herd is our unique understanding that Every Client's needs are different - Risk appetite & Return objectives. Rather than the conventional approach (product based marketing & distribution), we follow a Systematic (Risk, Return, Time Horizon, Tax Constraints & Unique Concerns) approach.

Contact Us for a Personal Financial Review.

Our firm is headed by a highly qualified Investment Professional. His qualifications:

  • B. Com Honours (Calcutta University, India)

  • CFA (ICFAI University, India)

  • LIFA (International Research Association, USA)

  • FRM (GARP, USA)

  • MS (Finance) (ICFAI University, India)

  • CFA (CFA Institute, USA)

  • Mutual Fund Advisor (NCFM, AMFI)

  • General Insurance Advisor (NCFM, ICICI Lombard)

  • Life Insurance Advisor (NCFM, MNYL & Kotak Life)

  • CFA Institute Member (Regular & Active member)

  • Indian Association of Investment Professionals (Society) (Regular & Active member)

Our Awards & Accolades:

  • Platinum Partner – Reliance Mutual Fund Forever LP

  • Chairman’s Circle Member – ICICI Prudential Mutual Fund

  • La Premier Partner – Sundaram Mutual Fund

  • Million Dollar Round Table Member (1st MDRT Big Shot Advisor from East India), 2012

  • Preferred Partner – almost all major Mutual Funds

Downloads:

· Common Transaction Slip (PDF) (for Purchase/Switch/Redemption by an existing Mutual Fund Unit Holder)

Some of our partner companies:

~ Please consider the environment before printing this web-page.

A Google Apps Admin