About Shree Ganpati Investments
About Us
I’m Jatinder Gupta, a seasoned Financial Planner and Insurance Consultant with over 14 years of expertise in helping individuals and families navigate their financial journeys. As the son of Ameer Chand Gupta, I have inherited a deep understanding of trust, reliability, and the importance of financial well-being in everyday life.
With a passion for empowering clients to secure their financial future, I provide comprehensive financial planning services tailored to meet each individual’s unique needs. My experience spans across diverse financial sectors, including retirement planning, investment strategies, tax efficiency, risk management, and insurance solutions.
At the core of my work is the belief that every client deserves personalized, thoughtful, and strategic advice. I take pride in offering transparent guidance, ensuring my clients feel confident and informed as they make decisions about their financial future.
Whether you’re planning for retirement, looking to safeguard your loved ones with the right insurance coverage, or just starting to build your wealth, I’m here to help you navigate it all.
Let’s work together to build the financial future you deserve!
Our Vision
To be a trusted investment partner that empowers individuals and families to achieve long-term financial security and confidence through disciplined, ethical, and forward-thinking investment strategies.
Our Mission
Our mission is to provide personalized investment advice that aligns with our clients’ goals, risk tolerance, and values. We strive to grow and protect wealth through informed decision-making,.
Core Values
We place honesty, ethics, and transparency at the center of every recommendation and action. We are committed to high professional standards, continuous learning, and delivering quality advice.





