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Trusted Wealth & Insurance Consultant

ShreeMaa Investment offers trusted financial advisory and investment planner services tailored to your goals. With a focus on smart strategies and long-term growth, we help you secure your financial future with confidence.
  • Min project size
    $1,000+
  • Hourly rate
    < $25 / hr
  • Employees
    10 - 49
  • Locations
    Vadodara, India
  • Year founded
    Founded 2005

1 Locations

  • Vadodara , India

Select Focus Area
Insurance Services & Brokers Focus Group
Industries
Financial services
100%
Clients
Midmarket ($10M - $1B)
40%
Enterprise (>$1B)
35%
Small Business (<$10M)
25%

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Our Story

At Shreemaa Investment Services (Vadodara) our team of advisors, led by Brijesh Pandya, brings 20+ years’ experience in personalised wealth and risk management. We specialize in mutual funds, retirement and child’s-future planning, health and life insurance, and education loans. Rooted in long-term client relationships, we blend tailored financial planning with disciplined investment and protection strategies to secure clients’ goals.

Locations (1)

409, KP Landmark, Vasna - Bhayli Main Rd, beside Bright Day school cbse, Bhayli, Vadodara, 391410 VadodaraIndia 391410

10 - 15

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