The company S R INVESTMENTS has been promoted by a very young and Professionally qualifed person Mr. Sandeep Bhargava. After completing his B.Tech (Textiles) and MBA (Finance) he worked in various advisory firms for about 5 years. On 1st Feb 2000 he promoted S R INVESTMENTS mainly to cater to High Net Worth and Retail Investors. Over the last 10 years S R has established itself in an enviable reputation in the area of Financial Planning, stock broking and mutual fund advisory. ‘Client First’ attitude has made Sandeep a highly respectable person among his clients.
The products being serviced currently include stock broking, investment in Fixed Income schemes, Mutual Fund Schemes besides Insurance. We always keep our investors up to date on latest market changes and review his portfolio regularly. Our end-to-end personalized investment management services includes planning, advisory, execution and monitoring of investments. The objective is to preserve and enhance your wealth and achieve your financial goals.
Financial Planning: Financial goal of each individual investor varies according to his dream, ambition and family size and future financial planning for the children & old age pension for self and wife so does the pathway to achieve it. At S R Investments, we apply the principles of Financial Planning as both science & art, we understand the time horizon , risk bearing capacity and investment goals of investors keeping in mind their psyche and financial needs. Based upon this we help individual investors plan their entire life upto Retirement, Taxes, Insurance needs and other important personal financial goals.
Investment Advisory: We offer ‘need based’ Investment Advice to retail investors. We offer investors advice on a range of over 100 investment schemes including Fixed Income, Equity and Debt Mutual Fund products. We also offer Life Insurance Planning and General Insurance services.
SHOP NO A-6, FIRST FLOOR,
BRAHMAPUTRA SHOPPING COMPLEX,
SEC-29, NOIDA - 201303