Shree Associates Download

Shree Associates is a state of the art investment & insurance portfolio management App for customers



With Shree Associates App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.



Here are some of the many features of the Shree Associates App:

Get a summary view of the current status of your investments across asset classes

Get a summary view of the insurance cover of all members in your family

Drill down to full detail

View Upcoming portfolio events

Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.

Buy / Redeem / Switch Mutual Funds online from any AMC

Get best in the class MF advisory

Raise a service ticket to your advisor

Host of useful financial calculators to help you plan your short term and long term financial goals

Digital Vault access your important documents anytime from your Smartphone

Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.