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About Us


At Sree Financials  we adopt a structured and disciplined advisory approach and provide you portfolio solutions which meet your desired financial goals and milestones.

At Sree Financials, we offer you a complete range of solutions that complement our advisory services. The range includes a combination of best of breed proprietary and non proprietary (third party) products. The approach is to recommend you product solutions within your overall asset allocation in an unbiased manner after evaluating all the options available in the market.

Work with us to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals according to your specific needs and comfort levels. Our estate planning, insurance, and wealth management expertise will put you in the best position to succeed while allowing you to maximize your time devoted to focusing on the pursuits that are most important to you.

  • Investment Advisory Services---- Mutual Funds and Bonds
  • Fixed Deposits
  • Equity Shares
  • Life, Health and General Insurance

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Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!

Mutual Funds

A note on SIP (Systematic Investment Plan)
SIP (Systematic Investment Plan) is a vehicle for your retirement, children's education, children's marriage as a wealth creation process. 
Many people in different business do not like to discuss or promote personal Savings rate, but the simple fact is the path to financial security and wealth creation is navigated most effectively by embracing the key principle and few basic discipline. 
These tools are not often discussed by those who would much prefer you spend, spend, spend so our economy can grow but all too American style of living will simply lead us down the path of increased debt and often running in place if not worse than that in terms of building wealth. what are the keys for generating real wealth creation?
"Wealth is not acquired through addition. It is acquired through multiplication".
Very few fortunes have been made by adding up paychecks and overtime. Nor are they made through a huge one-time killing in the markets. Unfortunately, this is the path that many investors try to follow are most important in achieving wealth:
The number of year that an individual has been consistently savings and investing
The proportion of funds, on average, allocated to higher returns investments
Simply stated, if your goal is to accumulate a significant amount of wealth during your lifetime, you must first save something, and then exercise some amount of control over one of two factors: the time horizon over which you compound your wealth and your long-term rate of returns.
SIP are one of the best way of Accumulation of wealth, please find below a write up about how SIP's can generate real wealth.
Systematic Investment Plan (SIP) is a vehicle offered by mutual funds to help investors save regularly and achieve their goals. It is just like a recurring deposit with the post office or bank where you put in a small amount every month, except the amount is invested in a mutual fund. The minimum amount to be invested can be as small as Rs. 1,000. When the Market price of shares fall, the investor benefits by purchasing more units; and is protected by purchasing less when the price rises. Thus the average cost of units is always closer to the lower end.) {NAV: Net Asset Value, or the price of one unit of a fund. Can be computed as follows: NAV = [ market value of all the investments in the fund + current assets + deposits - liabilities] divided by the number of units outstanding.}
 If the Goal is Rs. 10,00,00,000/- (Rupees Ten Cores) then @ 15% CAGR return the following should be your monthly SIP
1. Rs. 14,400 for 30 years
2. Rs. 30,830 for 25 Years
3. Rs. 66,790 for 20 years
4. Rs. 1,49,590 for 15 years
5. Rs. 3,63,350 for 10 Year
If some had invested Rs. 10,000 per month in Franklin India Prima Fund from December 1993 till date i.e (21.5 Years) it would be 258 months thus the principal invested would be Rs. 27,10,000 the value today would be Rs. 5,82,83,126.95 (A CAGR of 22.68%)
If some had invested Rs. 10,000 per month in Reliance Growth Fund from Dec 1995 till date i.e. (20.5 years) it would be 247 months thus the Principal Invested would be Rs. 24,70,000 the value today would be Rs. 4,94,76,102.21 (A CAGR of 24.60%)
If Some had invested Rs. 10,000 per month in HDFC Equity Fund from Jan 1995 till date i.e. almost (21 years) it would be 258 months thus the Principal invested would be Rs. 25,80,000 the value would be Rs. 4,85,19,365.78 (A CAGR of 22.98%)

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9052469966 9908104948
Email sangireddy.sree@gmail.com
Address: 8/239, SREERAMULAPETA,
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