Aneri Investment Client

Hi, Thank you for approaching us. And we appreciate you contacting us. One and the most important thing you certainly think about wealth creation and financial goal planning. And when you think about financial plan for yourself, it is vital that you take the goal based approach that will help fulfil your financial need. We as a “ANERI INVESTMENT” as our name suggest we analyse a goal based and risk based financial plan for you, because we are practicing in financial planning from last 17 years.

ANERI INVESTMENT offers a common integrated platform for all your financial needs, be it budgeting, investment planning, investing and achieving goals.
We provide tools that allow users to create monthly investment plans track their spending pattern and optimize savings.

Whether you opt for long term or short term investment plans, ANERI INVESTMENT acts as a financial investment advisor and helps you select, compare and keep track of your investment goals.
ANERI INVESTMENT makes users financially independent by helping them keep track of their money investment.

ANERI INVESTMENT offers savings optimizer to help user optimize savings, which ultimately helps them to achieve their goals.

India's Best Mutual Fund App for Regular Mutual Fund Investment.
ANERI INVESTMENT App enables you to invest in Mutual Funds with its ease and hassle free platform.
ANERI INVESTMENT enable its investor to invest with suggestions by its expert professionals.
Our USP is “ We care for you and your money.
" We are not just Money Manager,But also Risk Manager.
"We would rather not sell, than miss-sell.
"We like taking risk,only well calculated ones.



Why Use ANERI INVESTMENT

- Easy account opening
We help you quickly open your mutual fund account and start investing. With us, you don’t need a demat account to start buying mutual funds.

- Easy fund selection & investment
We have tried to make it simpler for you to select the right mutual fund scheme for your financial goals. Once you have shortlisted the schemes, you can go ahead and buy in 3 simple clicks!

- No account opening charges
We don’t levy any charges from our customers.

- Live portfolio tracking
You can see your portfolio value any-time by logging into ANERI INVESTMENT website or mobile app.

- Human connects
Financial matters require discussion and we have humans to help you in the process. You can either call us or get in touch with us.

What Types of Transactions are Possible

You can do following types of transactions for mutual funds in India
• Systematic Investment Plan (SIP) Regular Monthly Investments in mutual funds
• One-time lump sum
• Sell / Redemption: Withdraw money from your mutual fund investments
• Switch: Shift your investment from one scheme to another of the same mutual fund
• Systematic Transfer Plan (STP): You can shift your investment from one scheme to another at fixed interval. It works within a mutual fund.
• Systematic Withdrawal Plan (SWP): You can withdraw / sell your investments at fixed interval
• Instant Redemption: For some liquid schemes, you can instantly redeem your investment

Key Features-
• View Investments Across All Assets Classes, AMC wise and Family wise
• Recent Transactions for MF
• Check Holding Report for MF
• Recommended Funds and News
• Schedule tasks for your Advisor
• Alerts - SIP Expiry, SIP Bounced, SIP Upcoming
We Are Offering You Wide Range of Financial Products at Zero Price, Like
• All Mutual Fund
• SIP, NFO, PMS
• Equity Stocks, IPO
• Bond / Debentures
• Cooperate FD / RD
• Tax Saving Funds
• All Types General insurance
• Life Insurance
• Loan Against Securities
• Home loan
• Education loan
• Visa

ANERI INNVESSTMENT

DEVAANGG JOSHI
10/641 gopipura,near jain pedhi
Surat - 395003
Cell : 9825510489
Email : [email protected]
[email protected]