Shreeji Enterprise - Google Play
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Publisher Description
Net Worth Status, Asset Allocation, Daily updated NAV & PL, Mutual Fund Analysis
Shreeji Enterprise — Business App for Mutual Fund Distributors & IFAs
Shreeji Enterprise is a dedicated business app for IFAs and Mutual Fund Distributors registered with Shreeji Enterprise. Manage your distribution business, track client portfolios, place online transactions, and grow your practice digitally — all from your phone.
Access is limited to registered Shreeji Enterprise partners. You must log in with credentials provided by Shreeji Enterprise to use the app.
WHAT YOU CAN DO
📊 Business Dashboard
Get an asset-wise snapshot of your business — AUM, net investment, and performance across Mutual Funds, Fixed Deposits, Equity, and Insurance in one place.
💳 Online Mutual Fund Transactions (BSE integrated)
Initiate and manage transactions on the go:
• Purchase • Redemption • Switch
• SIP • STP • SWP
👨👩👧 Client & Portfolio View
• Family Folio — view client and family-level holdings
• Net Investment — year-wise and scheme-wise detail
• Segment & sector-wise portfolio breakdown
• Client-wise transaction tracking
📈 SIP Reports
Track Live SIPs, New SIP registrations, and expiring SIPs, with scheme-wise and client-wise detail.
⭐ Research Desk & Top Funds
Explore Top Funds, Top Performers, Top SIP Schemes, and New Fund Offers (NFOs) to support your recommendations.
🏦 Fixed Deposit / Bond & Equity
View FD and bond schemes, plus equity holdings and date-wise transactions.
🛡️ Insurance
Manage General and Life Insurance business and renewals, with policy-level detail.
📑 Reports & Documents
• Holding & Annual reports
• Date-wise business reports
• General and Financial document access
🧮 Financial Calculators
Plan client goals with built-in calculators:
Crorepati, SIP, Retirement, Child Education, Marriage, Dream Home, Dream Car, Dream Vacation, EMI, Family Protection, and Future Value.
🎨 Self-Branded Images
Create and share marketing images branded with your own details to boost client engagement.
🔔 Reminders & Watch List
Set reminders for renewals and key dates, and keep a personalised watch list of schemes.
🏢 Multi-ARN & Admin Tools
Multi-ARN support with AUM, Business, and Client List views for admins and ARB users.
WHY IFAs USE Shreeji Enterprise
• Run your business anytime, anywhere
• Faster client servicing and transactions
• Clear, consolidated reporting
Disclaimer:
This app is meant only for IFAs and distributors registered with Shreeji Enterprise. Although due care has been taken, we do not guarantee the accuracy, completeness, or authenticity of the information provided. This app is a utility tool and shall not be construed as investment advice. We are not responsible for any discrepancies whatsoever. No representations or warranties are made (express or implied) as to the reliability, accuracy, or completeness of the information. Shreeji Enterprise cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken on, any information appearing in this app or its website.
About Shreeji Enterprise
The company that develops Shreeji Enterprise is Money2Management. The latest version released by its developer is 1.0 .
To install Shreeji Enterprise on your Android device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-09-21 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Shreeji Enterprise as malware as malware if the download link to com.M2M.ShreejiEnterprise is broken.
How to install Shreeji Enterprise on your Android device:
- Click on the Continue To App button on our website. This will redirect you to Google Play.
- Once the Shreeji Enterprise is shown in the Google Play listing of your Android device, you can start its download and installation. Tap on the Install button located below the search bar and to the right of the app icon.
- A pop-up window with the permissions required by Shreeji Enterprise will be shown. Click on Accept to continue the process.
- Shreeji Enterprise will be downloaded onto your device, displaying a progress. Once the download completes, the installation will start and you'll get a notification after the installation is finished.
Program Details
System requirements
Download information
Pricing
Version History
version
posted on 2026-09-21
Disclaimer
Official Google Play Link
We do not host Shreeji Enterprise on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Google and passed their terms and conditions to be listed there. We recommend caution when installing it.
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