Shree Ganesha Investment
Shree Ganesha Investment is a Pune-based AMFI registered mutual fund distribution practice built on one belief — investing should be simple, transparent and mapped to your real-life goals. From your first SIP to retirement planning, we walk with you at every step, with full digital onboarding and a dedicated relationship manager on WhatsApp. We provide financial solutions to help you create wealth, protect your family, and achieve every goal — from your child's education to a stress-free retirement.
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⭐ Why Choose Us
AMFI Registered
Fully compliant, SEBI-aligned advisory practice.
Goal-Based Plans
Every fund is mapped to your real financial goal.
Digital Onboarding
Paperless KYC completed in under 10 minutes.
Dedicated RM
Real support on WhatsApp — never a call centre.
Full Transparency
Complete disclosure of charges, always.
🗂️ Mutual Fund Catalog
25 ProductsTap any product to view details, or tap the heart ♡ to shortlist and send your picks straight to your advisor.
📈 Equity Funds
Long-term wealth creationBluechip Growth Fund
Invests in India's top 100 large-cap companies. Ideal for investors seeking relatively stable, long-term equity growth with lower volatility than mid/small caps.
Emerging Opportunities Fund
Targets fast-growing mid-sized businesses with strong scalability. Higher volatility, suited for long investment horizons.
Momentum Small Cap Fund
Invests in small, emerging businesses with high growth potential and higher risk. Best for aggressive investors with an 8-10 year horizon.
Flexi Wealth Builder Fund
Fund manager freely allocates across large, mid and small cap stocks based on market opportunity — offering flexibility with diversification.
Focused Value Fund
Concentrated portfolio of up to 30 stocks selected for deep value. Higher conviction, higher potential reward and risk.
Dividend Yield Fund
Invests in companies with a consistent history of high dividend payouts — a blend of income and growth.
🛡️ Debt Funds
Stability & steady incomeLiquid Plus Fund
Invests in very short-term instruments. Ideal for parking emergency funds or short-term surplus with quick liquidity.
Corporate Bond Advantage Fund
Invests predominantly in top-rated corporate bonds for stable accrual income with moderate credit risk.
Short Duration Income Fund
Invests in debt instruments with 1-3 year maturity, balancing returns and interest rate risk.
Gilt Edge Fund
Invests only in Government Securities — zero credit risk, ideal for conservative, safety-first investors.
⚖️ Hybrid Funds
Growth with a cushionBalanced Advantage Fund
Automatically shifts between equity and debt based on market valuation — smoothing volatility for a more comfortable ride.
Equity Savings Fund
Combines equity, debt and arbitrage for relatively steadier returns than a pure equity fund.
Aggressive Hybrid Growth Fund
Maintains 65-80% in equity with the rest in debt — for investors wanting growth with a cushion.
🧾 Tax Saving (ELSS)
Save tax + grow wealthTax Shield Advantage Fund
Equity-linked savings scheme with the shortest lock-in (3 years) among 80C options, plus growth potential.
Long Term Wealth Saver Fund
Diversified equity portfolio with tax benefit under Section 80C, suited for long-term tax-efficient growth.
🌍 International Funds
Diversify beyond IndiaGlobal Innovators Fund of Fund
Invests in top global innovation-led companies, adding geographic diversification to your portfolio.
Global Technology Fund
Focused exposure to global technology leaders — high growth potential with sector concentration risk.
🏖️ Retirement & Child Plans
Secure tomorrow, todayRetirement Wealth Builder Plan
Purpose-built to accumulate a retirement corpus, with a lock-in that discourages premature withdrawal.
Child Future Gift Fund
Designed to build a dedicated corpus for your child's education or milestone goals.
*All scheme names, categories and return figures are illustrative sample data for design demonstration only and do not represent any real/registered scheme. Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.
🧺 Model Portfolios
Conservative
Capital Protection Focus- Debt 70%
- Equity 20%
- Gold/Other 10%
Balanced
Growth With Stability- Equity 50%
- Debt 40%
- Gold/Other 10%
Growth
Long-Term Wealth Creation- Equity 80%
- Debt 15%
- Gold/Other 5%
🧮 SIP Calculator
💼 Our Services
Financial Planning
Roadmap aligned to your goals
Retirement Planning
Retire on your own terms
Child Education Planning
Stay ahead of rising costs
Tax Planning (ELSS)
Save up to ₹46,800 under 80C
NRI Investment Services
Seamless NRE/NRO investing
Insurance-Linked Planning
Protection-first family security
💬 Client Reviews
"Switched my SIPs through Shree Ganesha Investment two years back — smooth process, simple language."
"Finally someone who plans for goals, not just sells products. My child's fund is on track."
"Digital KYC took less than 10 minutes. Very professional team on WhatsApp."
"Retirement planning session gave me real clarity for the first time. Highly recommend."
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Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing. Shree Ganesha Investment is an AMFI registered Mutual Fund Distributor (ARN-184623, sample) and does not act as an investment advisor. Past performance is not indicative of future returns.
© 2026 Shree Ganesha Investment. All names, figures, reviews & images shown are dummy/sample content for design demonstration only.