Investment & Wealth Services

20+ Years of BFSI Depth | Loan Facilitation, Insurance Advisory & Knowledge Desk
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Shreyas Integrated Services Private Limited
+91 70129 97360business_shreyasispl@outlook.comThiruvananthapuram, Kerala| Guest Visitor
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Shreyas Practice

Dedicated Service Practice

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Investment & Wealth Services

Wealth and SIP Services

Long-term investment and wealth growth planning

Mutual Fund & SIP Distribution

Systematic wealth creation aligning customer risk appetites with equity, hybrid, and debt asset classes.

  • Goal-based SIP portfolio modeling
  • Annual step-up inflation shielding
  • Regular AMC trail monitoring
Open SIP Calculator

Credit Cards & Pre-Approved Sourcing

Facilitating curated reward and cashback credit cards matching applicant banking cash flows.

  • Tier-1 partner bank digital sourcing
  • No pre-login bureau spamming
  • Balance transfer advisory
Explore Cards

Gold Release & Retrieval Support

Professional field-assisted release of pledged ornaments for debt consolidation or bank re-pledge.

  • Multi-lender closure coordination
  • Transparent weighment and valuation
  • Safe doorstep settlement logistics
Inquire Support