About Shree Investments
Shree Investments is a Financial Services company based in Pune (India) founded in 2021. It offers professional advice on investments and financial strategies to clients. It operates on a B2B and B2C model. Shree Investments offers products and services including Investment Advisory. Its focus areas include FinTech, Investment Tech, Financial Advisory and Investment Services. Its legal entity in India is Shree Investment Private Ltd (U70100DL1946PTC208205). Similar companies include ICICI Lombard, Bajaj Finserv and SarvaGram; 2 of its 3 listed similar companies have raised funding.
Company details
Investment advisory delivers expert guidance on investment options and financial planning, helping clients make informed decisions. It operates through consultations and advisory services, focusing on asset management without specified locations. The company serves individuals and businesses in the finance sector, emphasizing collaborative approaches to unlock potential. Services include personalized strategies based on market analysis.
- Headquarters Pune, India
- SectorsFinancial Services
- Website shreeinvestments.co.in
- Legal Name Shree Investment Private Ltd
- Date of Incorporation 28 May, 1946
- Jurisdiction New Delhi, Delhi, India
- Net Loss-₹30.4 Lakh
FY 2022 · 0% margin
- EBITDA-₹21.9 Lakh
FY 2022 · 0% margin
Associated legal entities of Shree Investments
Shree Investments operates through Shree Investment Private Ltd (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2022) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Shree Investment Private Ltd CIN U70100DL1946PTC208205 | Active | 28 May 1946 | New Delhi, Delhi | 3 | View details |
Products & Services of Shree Investments
Shree Investments offers a comprehensive portfolio of products and services, including Investment Advisory.
Provides guidance on investment decisions and strategies for clients.
Board of directors of Shree Investment Private Ltd (Shree Investments)
Shree Investment Private Ltd is the primary company behind Shree Investments. The board of Shree Investment Private Ltd currently have 3 directors; the longest-serving is Divya Burman, appointed in 2015. 12 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Divya Burman DIN 00045758 | Director | 10 Mar 2015 | 11 yrs 8 mo | Shree Investment Private Ltd |
| Satish Kumar DIN 07044460 | Director | 10 Mar 2015 | 11 yrs 8 mo | Shree Investment Private Ltd |
| Akhil Mahajan DIN 09288584 | Director | 06 Sep 2021 | 5 yrs 2 mo | Shree Investment Private Ltd |
Financials of Shree Investments
Figures of Shree Investment Private Ltd, the primary company behind Shree Investments, for FY 2022. Net loss was -₹30.4 Lakh (0% margin). EBITDA was -₹21.9 Lakh (0% margin). Revenue has grown at a compounded annual rate of -100% over three years.
- -₹30.4 LakhNet loss · 0% margin
- -₹21.9 LakhEBITDA · 0% margin
- ₹19.1 LakhPaid-up capital
- -100%Revenue CAGR, 3 years
Balance sheet, profit and loss, cash flow and ratios of Shree Investment Private Ltd are on its company page.
Detailed financial statements for Shree Investments
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Verified entity values are shown only after access is granted.
Similar companies to Shree Investments
Shree Investments has 3 listed similar companies in our database, 2 of them funded. They include ICICI Lombard, Bajaj Finserv and SarvaGram.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| icicilombard.com | 2001 | Mumbai, India | $306.52M | 15,275 | Life, health, and general insurance services are provided across India. | |
| bajajfinserv.in | 2007 | Pune, India | 53,782 | Financial solutions including loans and insurance are offered. | ||
| sarvagram.com | 2018 | Pune, India | $118.01M | 2,468 | Provider of home, personal, farm and business loans |
Detailed similar companies of Shree Investments
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Top companies in Investment Banks
2 companies that operate in the same segment as Shree Investments (Investment Banks) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Ambit is recognized as a leading provider of financial advice and capital in India. | 1997 | Mumbai, Maharashtra, India | USD 105.56 M | USD 150.56 M | 398 | |
Commercial bank | 1911 | Mumbai, Maharashtra, India |
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Frequently Asked Questions about Shree Investments
Shree Investments was founded in 2021.
Shree Investments is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.
Investment advisory delivers expert guidance on investment options and financial planning, helping clients make informed decisions. It operates through consultations and advisory services, focusing on asset management without specified locations. The company serves individuals and businesses in the finance sector, emphasizing collaborative approaches to unlock potential. Services include personalized strategies based on market analysis.
Shree Investments's top competitors include ICICI Lombard, Bajaj Finserv and SarvaGram.
Shree Investments offers Investment Advisory.
Shree Investments operates through Shree Investment Private Ltd.
The legal entities of Shree Investments currently have 3 directors, including Divya Burman, Satish Kumar, Akhil Mahajan.