SHREEJI WEALTH

Features SHREEJI WEALTH

Welcome to SHREEJI WEALTH, your ultimate companion for seamless mutual fund management.
Take control of your personal finance with an all-in-one account, uniting your familys financial data under ""One Family - One Account"" for enhanced organization and accessibility.Experience an incredible user interface with immersive and interactive features on SHREEJI WEALTH.
Weve added multiple themes to provide a rich app experience, making your financial journey enjoyable and hassle-free.
With client self-onboarding, you can be investment-ready in just 10 minutes, and our interactive goal planning module allows you to monitor the progress of your financial goals with ease.Your security is our priority at SHREEJI WEALTH.
Rest assured, we have implemented robust security measures throughout the app to protect your personal data.
You can further fortify your account with a PIN or opt for the convenience of biometric security features like fingerprint unlock and face detection.Enhance your mutual fund investments effortlessly with SHREEJI WEALTH.
Seamlessly manage your MF portfolio, access all transactions and SIPs, and compare various mutual funds, including their factsheets.
Our simplified online investment account creation process lets you get started in just 5 minutes, and you can complete transactions entirely within the app without requiring email authentication.
Additionally, activating mandate authentication takes just 2 minutes.Discover the power of diversified portfolio management with 20+ asset classes, encompassing MFs, stocks, insurance, fixed income, commodities, real estate, NPS, small savings schemes, loans, and more.
Each assets detailed information is easily accessible, enhancing your experience in adding, editing, and deleting assets for a smooth and efficient portfolio management.Download SHREEJI WEALTH now and embark on a journey of financial growth and prosperity.
Let SHREEJI WEALTH be your guide to mastering your mutual fund journey, empowering you to achieve your investment aspirations with confidence.