Welcome to Shrija FinServ LLP

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At Shrija FinServ LLP, we are committed to help individuals and businesses to navigate the world of financial products with trust and transparency. Our firm operates with a client-first approach, ensuring that every solution we offer aligns with your needs and goals.

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+91 9450924700
+91 9450977988

care@shrijafinserv.com

https://maps.app.goo.gl/1sX8Vns9iXy6dT9m7

Office no.17-18, 3rd Floor, Ashta Siddhi Trade Centre, Vijay Chowk, - Gorakhpur-273001 (U.P.)

Risk Factors –

Investments in Mutual Funds are subject to Market Risks. Read all scheme-related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in the future.

Investments in Specialized Investment Fund involve relatively higher risk including potential loss of capital, liquidity risk and market volatility. Please read all investment strategy related documents carefully before making the investment decision. Minimum investment amounts and eligibility criteria apply as per SEBI regulations. Shrija FinServ LLP acts only as a distributor and not as the Fund Manager.

There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structures (TER) applicable at the time of making the investment before finalizing any investment decision for Mutual Funds/SIF schemes. We deal in Regular Plans only for Mutual Fund /SIF Schemes and earn a Trailing Commission on client investments. Disclosure of commission earnings is made to clients at the time of investments. www.shrijafinserv.com is an online website of Shrija FinServ LLP (LLPCIN- ACJ-7762) who is registered vide ARN-315260. The website is just an electronic presentation of financial planning for self-help by investors. This site should not be treated as a financial advisory website as we do not charge for any calculation or results produced here. The website does not guarantee any returns or financial goal success by any means.

AMFI Registered Mutual Fund & SIF Distributor | ARN-315260 | Initial ARN Registration Date 03-OCT-2024 (Previous ARN-57139 Initial Registration Date 15-DEC-2007) | ARN- Validity 02-OCT-2027 | EUIN-055670

विशेष: हम सभी सूचनाएं हिंदी मे भी उपलब्ध कराते है। यदि आवश्यकता हो तो हमे संपर्क करें।

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Detailed Guide For New Investor | Must Read Guide For Every Investor

Risk Profiler

1. What is your current Age?

2. How many years away is your nearest Financial Goal?

3. How long will you hold on to a poorly performing Scheme before cashing in?

4. Your source of Income are

5. What is your primary financial goal with this specific investment?

6. Do you know that investment in Mutual funds & SIF are subject to Market Risk?

7. When making an investment, what matters to you the most?

8. What is your level of knowledge & experience regarding financial markets?

9. How will you react if your portfolio falls suddenly go down by around 10% to 20%

10. What is the current market value of your net worth ( please consider all your assets & subtract from the total the sum of your debts and liabilities) ?

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