TRUST - Credibility + Reliability + Intimacy (Relationship)
We think about you. - Self
Orientation.
We have around 15+ years of experience in investment and insurance planning and we proudly manage the hard-earned money of many families and individuals and help them achieve their financial goals. To do so, we understand their investment needs and suggest investments that is most suited to their risk profiles and individual needs.
We also help in periodic review and rebalance in order to avoid portfolio volatility.
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We plan investments based on your needs and time period. Your investment needs can be for short, medium or long term but we can plan for all time periods.
Not only we help you plan your investments, we also provide you door step service and online investments, help plan your tax saving and goal planning.
The most important goal of your life can he achieved easily through regular investing and discipline. We hand hold you in this journey to make your sunset years beautiful.
For wealth management we suggest an integrated approach and selection of diversified funds depending upon your risk profile and time horizon.
While our investment planning services are offered on a one to one basis, we execute the plan completely online thus saving your precious time and making the journey seamless.
Tax planning is the integral part of investment planning. We ensure that investment planning starts with tax planning and thus enhance your overall post tax returns on investments.
We help individuals and families reach their respective financial goals by taking measured risk within the desired time frame.
Creating wealth for our investors by suggesting them the right funds is something what we love to do.
There are over 50 category of mutual funds and over 2000 mutual funds schemes to choose from for your investments. Further, each scheme is meant ...
ife Insurance provides invaluable financial security to your family and the loved ones. While there is no clear cut answer as to what should be your life cover ...
Fixed Deposit is one of the most preferred investment options among conservative investors who look for assured returns and regular income ...
After 25 years, it would have accumulated to
*Historical Category average returns for the last 10 years (As on 08/06/2023)
Following are some of the client testimonials which encourages us to excel more in our work.
Sri Sri Maa Financial Services helped me secure a personal loan when I needed it the most. The process was fast, transparent, and stress-free. Their team is truly professional and trustworthy. Highly recommended for anyone looking for quick financial solutions.
Sourav Banerjee
I approached them for life insurance advice, and I must say they guided me like family. They offered the best plans suited to my needs. Thanks to them, I now feel financially secure for the future. Their service is truly reliable.
Moumita Roy
Sri Sri Maa Financial Services helped me secure a personal loan when I needed it the most. The process was fast, transparent, and stress-free. Their team is truly professional and trustworthy. Highly recommended for anyone looking for quick financial solutions.
Sourav Banerjee
I approached them for life insurance advice, and I must say they guided me like family. They offered the best plans suited to my needs. Thanks to them, I now feel financially secure for the future. Their service is truly reliable.
Moumita Roy
From start to finish, Sri Sri Maa Financial Services was very supportive in managing my home loan. Their staff explained every step in detail and made everything easy. I am very happy with their customer service and would surely recommend them.
Anirban Saha
I had been struggling with tax filing until I found Sri Sri Maa Financial Services. Their experts handled everything smoothly and efficiently. Now, I have peace of mind every tax season. Great service with reasonable charges – a perfect combo.
Piyali Chakraborthy
When I needed a business loan to expand, they helped me get it quickly and without hassle. They provided proper guidance at every step. Sri Sri Maa Financial Services really cares about small entrepreneurs like me. Thank you for the support!
Arindam Ghosh
I invested in a savings plan through them, and I’m very satisfied with the returns and guidance. Their financial advisors are knowledgeable and friendly. I now feel more confident about my financial future. They are a name you can trust.
Rupsha Mukherjee
It’s rare to find such honest and efficient financial advisors. Sri Sri Maa Financial Services made my first insurance purchase stress-free. They explained all terms clearly. I appreciate their honest opinions and customer-first approach. Definitely coming back for more services.
Subham Das
I am extremely thankful for their help with my car loan. The approval was fast and documentation was minimal. They guided me at every stage and made it simple. Very satisfied with the service quality. They truly care for their clients.
Sayantika Dutta
As a first-time investor, I was nervous. But they made the entire experience smooth and understandable. Their personalized approach and continuous support stood out. I highly recommend Sri Sri Maa Financial Services for any kind of financial planning and guidance.
Avik Chatterjee
Their team provided excellent assistance with health insurance selection for my family. They understood our needs and found us a cost-effective and comprehensive plan. Truly appreciate the effort they put in. A dependable and professional service you can count on.
Ishita Sen
AMFI (Association of Mutual Funds in India) Certified Mutual Fund Distributor. ARN No.176227
Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing.
