Helping You To Grow Your Wealth
We Provide Right Product For Your Need
About Us
We are a team of Professional Financial Planners helping families and individuals achieve their Financial Goals. Serving & handling services including Mutual Funds, Life Insurance, General Insurance, Health Insurance, SIP's, Shares etc. We are Family Financial Advisor for more than 200+ families which are satisfied with our advice and services.
SHREE BALAJI INVESTMENT & INSURANCE is an AMFI certified Mutual Fund Distributor since 2010 and also a qualified Insurance Advisor / Retirement Advisor / Certified Financial Planner.
Here are the 3 working steps
on success.
Collect data
Your risk profile, past investments, your prefernces and concerns - all are considered here.
Portfolio building
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
Portfolio review
Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.
Services
Investment portfolio
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Insurance Portfolio
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
Tax Fundamentals
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
Mutual Fund
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
Wealth Management
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
Retirement Planning
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Testimonials
I am greatly thankful to (Padmakar) for his assistance to me in realizing my investment goals. My mutual fund portfolio is nicely handled by Padmakar and is showing good growth.
Will continue investing with excellent guidance from him.
Gangadhar Chiplunkar
Mr. Padmakar Sohani has been handling my M/F portfolio since 2011. Mr. Sohani is an extremely diligent and sincere professionals. His client servicing skills are amazing. He has always been available for resolving any queries, doubts regarding my portfolio. His paperwork and documentation are accurate and up to date. He is well – informed on the dynamic market conditions. Whenever there is a major market event, he will promptly advise on what changes / reshuffling needs to be done in the portfolio. I have benefitted from his advice.
I am extremely satisfied with his portfolio management skills and will continue to avail his expertise and service.
Wishing him All the very Best in his endeavours
Sujata Kini
Mr. Padmakar Sohani introduced me to the mutual fund investments and explained all the benefits of it. With his guidance I started investment in SIP since last 9 years. He is completely resourceful and has in depth knowledge of mutual funds. He understood the requirement I had and accordingly chose correct Mutual funds for my portfolio. With his timely assistance in portfolio management, I could get amazing returns. Our manufacturing company wanted to invest in the mutual funds through SIP, there also he guided us to make our company portfolio stronger and we managed to get best returns out of our investment. We appreciated his personal service and guidance. I would highly recommend his name whenever anyone is interested in mutual fund investment.
Sanket Nigudkar
I appreciate Mr Padmakar Sohani for his deep knowledge as an investment consultant. He gives advice to different clients with varying appetite for risk and security, help them plan for their goals. His friendly approach and dependable accessibility is delightful. I wish him great success for all his future endeavours