Additional Details

Small & Medium Enterprises (SMEs)Banking / Financial Services / Insurance


AboutShri Suraksha

Our Company Profile.
We operate in the financial distribution domain, catering to salaried, self-employed professionals, family-owned businesses and entrepreneurs amongst others. We specialize in Risk Management, Investment Planning and Wealth Creation through a broad range of services that include Life Insurance, Mutual Funds, Funds, Home Loans, Property, Tourist, Health Insurance & Other Investments. Our core philosophy of “Client 1st” has served as our 'Unique Selling Point' and has kept us ahead of our competitors. We envision, create and deliver value to our clients through a team of qualified professionals.

Our Company Vision & Mission.
1)     We spend numerous hours in research and make sure that we recommend you what's best and right for your needs. 
2)     We believe in the age-old adage that, "Honesty is the Best Policy" and are aware that this aspect is highly under estimated in the financial world. We advise products without bias Backed by sound experiences at all levels, we assure you a hassle-free experience from the beginning till the end, and in most cases, beyond a professional relationship.
3)     Financial planning is not everyone's cup of tea. That's why we offer the best financial products that are specially handpicked for you and your family.
4)     To become the first-choice wealth advisers for medium-high net worth individuals. Adding more to life by providing customized financial services, solutions and security.
Core Values.

Quality, Integrity, Transparency

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