Our Offerings

Investment

It has become challenging for individuals to choose the right product as per their needs from too many options available in the financial market. At SNP Money, we follow a systematic approach to the entire investment process. Our team ensures that every product we recommend brings a positive difference to your financial life.

We build lifelong business relationships with our clients to ensure that you achieve all the dreams you envision. Our relationship with you doesn’t end at recommending the right mix of products from mutual funds, bonds, corporate fixed deposits, etc. We regularly review your investments to align them with your evolving and futuristic goals.

Our investment product offerings include:

  • Mutual Funds/SIP
  • Fixed Income Products
  • Corporate Fixed Deposits
  • Government Bonds
  • Portfolio Management Services (PMS)
  • Pension Funds
  • Alternate Investment Fund (AIF)
  • NPS

Insurance

Protecting wealth is as important as creating it. We recommend protection solutions like life insurance and health insurance covers tailored to your needs.

Loan

SNP Finserv is a web-based platform that provides smooth access to finance through a wide range of retail loan products such as personal loans, business loans, home loans, and loans against properties. We also offer loan transfers and SME loans (working capital) products. You can apply online to get offers from leading financial institutions.

For more information, visit: https://snpfinserv.com/

Why Choose Us
Insightful

Insightful

Skip all the complex math to the app. Get actionable insights on saving money and improving returns on your investments.

Secure

Secure

No need for any account details, passwords. Plus, Bank-Level security makes it safe to use.

Real-Time

Real-Time

Your investments' performance is updated real-time so that you don't miss a thing.

Automated

Automated

Enter a completely automated world of managing your money.

Smart

Smart

Get all your investments neatly organized with zero manual input.

Online Process

Online Process

Online & paperless. Automation from investment till withdrawals.

Financial Planning

About SNP Money

SNP Money is the brand name of SNP Wealth Private Limited, working with individuals and businesses to manage their personal finances and achieve their financial goals such as Retirement Planning, Child Education Planning, Investment Planning, Tax Optimization, and Insurance Planning.

Our Vision & Mission

Discover our commitment to empowering your financial future.

Vision Icon

Vision

To become the most trusted Goal-Based Financial Products & Solutions Provider, helping clients achieve financial freedom and wealth creation.

Mission Icon

Mission

To help clients achieve their financial freedom and grow wealth through financial planning and innovative financial solutions, provided by a team of financial experts and advisors.

Our Process

Our purpose is to fulfill your financial needs, not to sell any financial products. Serving you ethically as a financial guide, so you can achieve financial freedom and live a happy, wealthy, and prosperous life.

Understanding Your Needs

We take time to understand your financial goals and develop a personalized plan.

Choosing the Right Plan

We help you select the best financial products that suit your needs.

Transaction Assistance

We assist you throughout the transaction process, ensuring a smooth experience.

Progress Tracking

We monitor your progress and adjust plans as needed to keep you on track.

Testimonials

The experience with SNP Money has been lovely. Investing is now extremely simple and non-scary. The whole process of buying the policy is online. It was quite easy as I searched on the website and explored various plans.

SNP Money is a great platform for investment. Interactive and clean User Interface. Features like creating your own portfolio are great. I started investing in MF due to SNP Money only. Very responsive support team, always available for queries.

Our Mutual Fund Partners

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Join Our Webinar

Date: Every Saturday

Time: 7:30 PM (IST)

Topic: How to Plan and Retire Early With SIP/Mutual Fund Investment

 
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