Trading, mutual funds, research and account support — Shree Ji Finance is a single place for Jaipur investors to manage their money, backed by a local team you can actually meet.
Live index values powered by TradingView — updates automatically during market hours. No setup needed on your end.
From your first demat account to a full portfolio strategy, we handle the paperwork and the platforms — you focus on the decisions.
Paperless account opening with guided KYC, so you're ready to trade within a day.
Delivery and intraday trading across NSE and BSE, with research-backed watchlists.
Derivatives access with position sizing guidance suited to your risk appetite.
Goal-based mutual fund selection and systematic investment plans that run on autopilot.
Timely alerts and assisted applications for upcoming public issues.
Access to currency derivatives and commodity trading for diversified exposure.
Periodic portfolio review and rebalancing conversations, in person or on call.
Guidance on NRE/NRO-linked accounts for NRIs investing back home.
ELSS and insurance-linked options to round out your financial plan.
Estimate your SIP growth, lumpsum returns, or brokerage cost before placing a trade.
Illustrative only — actual returns and charges depend on market conditions, fund/scheme performance, STT, GST, and exchange charges. Confirm exact brokerage with our team before trading.
Plain-language market notes from our desk — replace these with your own weekly updates once the site is live.
A short framework for checking revenue, margins and guidance before reacting to headline numbers.
Sample article — replace with your ownA look at how missing just the best few trading days can change long-term SIP outcomes.
Sample article — replace with your ownWhat to check in the RHP, allotment odds, and listing-day discipline.
Sample article — replace with your ownWalk in, sit down, and go through your portfolio face to face whenever you need to.
Every fee explained upfront before you sign — no surprise deductions in your contract note.
We sit with first-time investors through KYC, app setup, and your first trade.
Plain-language market updates and stock ideas, not jargon-heavy reports.
Call, WhatsApp, or fill the form below and we'll reach out the same day.
Share your PAN, Aadhaar, and bank details for paperless verification.
Your demat and trading account is activated and credentials shared securely.
Place your first trade with guidance from our team on call or in person.
Once connected to your broking back-office, clients will log in here to view holdings, contract notes, ledger, and tax reports — instead of calling the office for every update.
Demo only — connect this to your broking platform's login (e.g. via API or SSO) to activate.
Common documents clients ask for — link each to the actual PDF once ready.
Most accounts are activated within 24–48 hours once KYC documents are submitted correctly.
PAN card, Aadhaar, a cancelled cheque or bank statement, and a passport-size photo. We'll guide you through the exact list on your first call.
Charges vary by segment (equity delivery, intraday, F&O). Ask our team for the current schedule or check the Downloads section above.
Yes — SIPs can start from as little as ₹500/month, and there's no minimum for opening a demat account.
Yes, our team assists clients in both Hindi and English, in person or over the phone.
Fill this in and our team will call you back, usually within a few hours on business days.