Shree Balaji Traders and Enterprise — Your Trusted Partner for the Financial Journey
Live Trusted Financial Partner · 14,600+ Happy Clients

Your Partner in the Financial Journey

Loans, taxation, banking, insurance and CIBIL checks — matched to a dedicated advisor from your very first enquiry, across 15+ bank partners.

27+Services
15+Bank Partners
₹240Cr+Loans Disbursed
14,600+Happy Clients
Loan Approved₹28L Home Loan · Lalitpur
Platform Activity Live
📝
14 new loan applications today
+14
📄
8 GST returns filed today
+8
💰
₹2.4 Cr disbursed today
+₹2.4Cr
Verified Partner
HDFC Bank Home Loans from 8.5% p.a. Check Eligibility →
Disbursed This Month ₹2.4 Cr
+34%
Shree Balaji Advantage

One Platform. Every Need.

We bring loans, taxation, banking and insurance into one unified journey — no more running between different providers.

Compare LoansLoan Marketplace

Direct comparison across 15+ banks and NBFCs

Check ScoreCIBIL Check

Instant credit score report, zero impact

File ReturnsTax Filing

CA/CS-reviewed ITR, GST and TDS filing

Open AccountsBanking Hub

Savings accounts, Credit Cards & demat, in one place

Get CoveredInsurance

Life, health, motor and property cover

Grow With UsPartner Network

Run a branch, earn commission across every service

How It Works

From enquiry to approval, in four steps

One simple process across every service — loans, tax filings, banking and insurance.

1

Tell us what you need

Share your requirement — a loan, a filing, a policy — in a two-minute enquiry.

2

We match & compare

Your profile is checked across 15+ banks, NBFCs and insurers for the best fit.

3

Advisor reviews everything

A dedicated advisor verifies documents and guides you through approval.

4

Get it done

Funds disbursed, return filed or policy issued — tracked till it's complete.

27+Services Under One Roof
15+Bank & NBFC Partners
24 hrAverage Response Time
100%CA/CS-Reviewed Filings
01

Compare before you commit

We check eligibility across multiple lenders before you apply, so you're not stuck with one bank's offer.

02

One advisor, every service

The same person who arranges your loan can also file your GST return or set up your insurance — no repeating paperwork.

03

Data handled carefully

Your documents are encrypted and shared only with the lender or authority you've approved.

Loan Services

From application to disbursal, tracked live

Every application is matched across 15+ banks and NBFCs, reviewed and disbursed — with full visibility at every step.

Pre-checked eligibility across 15+ banks and NBFCs before you apply.
Approvals typically within 24–48 hours of document submission.
One relationship manager from application through to disbursal.
SBIHDFCICICIAxisBajaj Finserv
P
Priya Sharma
Approved
Documents submittedKYC and income proof verified
Matched across lendersEligibility checked with 15+ banks and NBFCs
ApprovedBest rate confirmed with the lender
Funds disbursedCredited directly to the applicant's account
15+Banks Compared
ZeroHidden Fees
24 hrAvg. Approval
Credit & CIBIL Services

Know your score before a bank does

A soft CIBIL check with a full factor breakdown — so you apply only where you'll actually get approved.

Instant, no score impactYour live score in minutes, with zero effect on the score itself.
Every factor explainedPayment history, utilisation, credit age and enquiries — broken down clearly.
A plan to raise itConcrete next steps if your score needs work before your next application.
Check My CIBIL Score
9:41
P
Good morningPriya Sharma
CIBIL SCORELive
742· Good
Credit Utilisation28%
Home LoanPre-approved
KYCVerified
Recent ActivityView all
Home Loan ApplicationDocument review
70%
Motor InsurancePolicy active
Live
GST RegistrationAwaiting e-sign
45%
Where does your score fall?CIBIL scale · 300–900
Poor
300–579
Fair
580–669
Good
670–739
Very Good
740–799
Excellent
800–900
Payment History35% weight — pay every EMI and card bill on or before the due date.
Credit Utilisation30% weight — keep card usage under 30% of your total limit.
Credit Age15% weight — older accounts in good standing strengthen your score.
Credit Mix10% weight — a healthy mix of secured and unsecured loans helps.
New Enquiries10% weight — too many loan applications in a short span can lower it.
Taxation & Business Services

Filings and registrations, reviewed by professionals

Every return is checked by our CA/CS team before it's submitted — tracked from document upload to acknowledgement.

ITR Filing
GST Registration
GST Return Filing
TDS Filing
CA / CS Services
Company Registration
ISO Certification
MSME Registration
Income Tax EstimatorNew Regime FY 24–25
₹12,00,000
Estimated Tax Payable ₹0 Effective rate: 0% · In-hand: ₹0
Talk to a Tax Expert
CAReviewed Filing
48 hrAvg. Turnaround
100%Compliance
Credit Card
5241 •••• •••• 8830
Card HolderPriya Sharma
05/29
Credit Card
4118 •••• •••• 2247
Card HolderArjun Mehta
11/28
Credit Card
6390 •••• •••• 1075
Card HolderSana Iyer
02/30
Credit Card
3012 •••• •••• 9954
Card HolderRohan Kapoor
07/29
Credit Card
5241 •••• •••• 8830
Card HolderPriya Sharma
05/29
Credit Card
4118 •••• •••• 2247
Card HolderArjun Mehta
11/28
Credit Card
6390 •••• •••• 1075
Card HolderSana Iyer
02/30
Credit Card
3012 •••• •••• 9954
Card HolderRohan Kapoor
07/29
Credit Card
7724 •••• •••• 3391
Card HolderKabir Anand
09/28
Credit Card
8867 •••• •••• 4420
Card HolderNeha Verma
03/29
Credit Card
2905 •••• •••• 6613
Card HolderIshaan Roy
12/30
Credit Card
1189 •••• •••• 7742
Card HolderMeera Nair
06/29
Credit Card
7724 •••• •••• 3391
Card HolderKabir Anand
09/28
Credit Card
8867 •••• •••• 4420
Card HolderNeha Verma
03/29
Credit Card
2905 •••• •••• 6613
Card HolderIshaan Roy
12/30
Credit Card
1189 •••• •••• 7742
Card HolderMeera Nair
06/29
Banking & Insurance

Accounts, deposits and cover — without the paperwork chase

From opening your first account to insuring your health, vehicle and home, with KYC and documentation handled for you.

Bank Account Opening
FD & RD
KYC Support
Credit Card Apply
Life & Health Insurance
Vehicle & Home Insurance
Client Stories

What our clients say

Real experiences from people who used us for loans, tax filing and insurance.

Priya SharmaHome Loan Customer

"I checked my CIBIL score before applying anywhere else. They matched me to a lender who approved my home loan in three days."

Rakesh GuptaSmall Business Owner

"My GST registration and my business loan were handled by the same advisor. Saved me weeks of running between offices."

Sunita YadavFranchise Partner

"I run a partner branch in my town now. The training and lead support made it easy to start earning in the first month."

Trusted By Leading Banks & NBFCs
SBI HDFC Bank ICICI Bank Axis Bank Kotak Mahindra Bajaj Finserv IDFC First

One call. Every financial service, sorted.

Loans, taxation, banking, insurance or a franchise of your own — we're one enquiry away.