About Us
Shreyas Investment Service, offer prompt and personalized service to all our clients/ investors. In the era of technology, and knowing its importance we have provided access to all our investors with online login access through Web Portal and Mobile App. This has placed us among the leading financial products distributors in Delhi. Our expertise is managing Institutional Investments which has made our presence all over India. We also assist investors to review their old investments, shares in physical form and assist to convert them into Demat mode. We are proud to share that we are Business Associates of M/s.Reliance Securities Limited, a leading broking firm in our country. We are now a member of National Stock Exchange online platform NMF II, a user friendly web based application, accessible to our investors. This online platform facilitates Subscription, Redemption, Systematic Investment Plan (SIP), Systematic Withdrawal Plan (SWP), Systematic Transfer Plan (STP), Switch and other transactions of mutual fund units. This enables the investors to view their investments across all Mutual Funds in a single window.
Our website serves as a platform for Online Investing and constructs robust Portfolio based upon Specific Goal such as:
- Planning & Managing, Investing & Review of one’s personal finance
- Self-help Retirement Solutions
- Gratuity Corpus creation to your employees if applicable
- Insuring Resources
About the Founder
Mr. Biju Daniel, CFP CM
Founder
Shreyas Investment Service
(originated Nov 2000)
A Certified Financial Planner, having over three decades of experience in the field of managing finance and investments. Shreyas Investment Service originated in November 2020, to his passion to become an entrepreneur. Mr. Daniel has rich finance expertise having engaged in multiple portfolios of investment services.
About Us
Started in 2000 by Mr. Biju Daniel, [CFPCM] Shreyas is one of the leading Financial Distributor offering prompt & personalized service.
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 future. 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 structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Funds Distributor | ARN-0259 | Initial Date of Registration: 07/10/ 2002 | Validity: 21/06/2027
AMFI Registered SIF Distributor ARN-282155 | Initial Date of Registration: 30/09/2025 | Validity: 06/08/2028
Grievance: Email id / Mobile Number - bjudel91@gmail.com / 09810492208
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