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About Us
Shreeji Kosh Services
Founded in 1995, Shreeji Kosh Services has grown into a multi-asset financial services organisation trusted by families, business owners, HNIs and corporates across India. With more than three decades of experience, a technology-led ecosystem, and a commitment to transparency, we offer a diversified suite of services spanning equity markets, fixed-income avenues, mutual fund ,PMS and AIF distribution, life and general insurance, commodities, and estate documentation.
Our client-first approach, 95% digital operations, and research-backed insights enable individuals and institutions to navigate financial decisions with clarity and confidence. Today, we serve more than 2000 clients across retail, HNI and corporate segments with structured, disciplined and transparent solutions.
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Trusted
Clients
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Years of
Experience
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Digital-First
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OUR SERVICES Our offerings for Every
Our offerings for Every
Financial Goals
Each offering is structured to support disciplined decision-making, transparency, and consistency, helping clients stay aligned with their financial objectives
Mutual Funds
Access a wide range of funds designed to match different risk profiles and long-term financial objectives
Equity, AIF & PMS
Participate in market opportunities through distribution of carefully selected equity segments and exclusive investment avenues
Fixed Income Products
Preserve capital while earning predictable returns through structured and market-linked income options.
Insurance
Protect individuals and businesses with well-structured coverage across life and general risk categories.
Will Writing
Ensure smooth transfer of assets and clarity for future generations through legally structured documentation.
Commodities
Diversify holdings through exposure to metals, energy, and agri-based markets with exchange-backed access.
Customization
We understand that each client is different, and his family ecosystem is unique. We do an in-depth study of your financial requirements, income-expense-savings pattern, investment philosophy, investment horizon, and tailor product matrix to balance the varying goals of growth, safety, liquidity, and tax.
Service Excellence
A dedicated Investment expert is assigned to each client to facilitate day to day coordination. These experts are backed by a team of operations experts who execute hundreds of transactions every day.
Built on Experience, Driven by Trust
Why Choose Shreeji Kosh Services
Diversified Service Coverage
From capital markets and mutual funds to fixed income, insurance, commodities, and estate documentation, we offer a broad spectrum of services under one platform.
Technology-Driven Execution
With 95% digital operations, clients benefit from seamless access, faster processing, and real-time visibility across asset categories through our digital ecosystem.
Research-Focused Approach
Every decision is supported by continuous market study, data interpretation, and disciplined analysis rather than speculation or trends.
Frequently Asked Questions
Quick explanations to help you understand better
What services does Shreeji Kosh Services offer?
We provide access to a wide range of financial products including mutual funds, equity markets, fixed-income instruments, insurance, commodities, estate documentation, and cash handling options under one integrated platform.
Who can work with Shreeji Kosh Services?
Our services are suitable for retail investors, business owners, HNIs, and corporates looking for structured and disciplined financial participation across multiple asset classes.
How long has Shreeji Kosh Services been in operation?
Shreeji Kosh Services has been active since 1995, with decades of experience across changing market cycles and evolving financial ecosystems.
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What Clients Say About Us
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Oliver Simson
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Mary Grey
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Samanta Fox
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Oliver Simson
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Mary Grey
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Samanta Fox
client of company
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We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.