Contact SN Wealth – Schedule a Free Financial Consultation

Sound Familiar?

Most Indians earn well.
Few know where their money actually goes.

These are real thoughts real people have at the end of every month. If any of these hit home, you're not alone.

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"My salary doubled in 5 years. But my savings look the same."

Lifestyle inflation is silent. Rising income without a structured approach often means rising expenses — not wealth.

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"I've been meaning to start a SIP. For two years now."

Every month you delay costs more than just time. The earlier you begin, the less heavy lifting your money has to do later.

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"I have FDs and LIC — but no idea if it's enough."

Traditional instruments offer comfort, not growth. Without clarity on your goals, it's hard to know if you're truly on track.

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"I invested in stocks. Then the market fell and I panicked."

Investing without a clear risk profile leads to emotion-driven decisions. Structure protects you from yourself.

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"We're saving for a home, a wedding, and retirement — all at once."

Multiple goals need separate buckets and timelines. Without mapping it out, everything competes for the same rupee.

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"My parents are retiring soon. I don't know if they'll be okay."

Planning for ageing parents is one of the most overlooked financial priorities. It doesn't have to be overwhelming — it just needs a start.

These are not problems unique to you. They're patterns. And patterns have solutions.
The first step is a conversation — no commitment, no jargon, no pressure.

Get In Touch

We'd Love to
Hear From You

Whether you're just starting your financial journey or looking to optimise an existing portfolio — our team is here to help. Every conversation begins with listening.

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Phone

+91 98924 48809

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financialfreedom@snwealth.in

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+91 98924 48809

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AMFI Registration

ARN: 82095

📅 Office Hours

Monday – Friday9:00 AM – 7:00 PM

Saturday10:00 AM – 5:00 PM

SundayClosed

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AMFI Registered

ARN: 82095

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100% Confidential

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2-Hr Response

Business Hours

Schedule a Free Consultation

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Mutual Funds / SIP Portfolio Management (PMS) AIF Debt / Fixed Income Term / Health Insurance Home / Car / Education Loan Real Estate Advisory Comprehensive Planning

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Our advisor will contact you within 2 business hours. For immediate assistance, call us at +91 98924 48809 or WhatsApp us.

Free · No Obligation · 30 Minutes

Looking for an investment solution?
Start with one honest conversation.

Book a free Discovery Call with Santosh Nikam — AMFI-registered MFD with ARN 82095. Walk away with clarity on where you stand, what gaps exist, and what a structured approach could look like for you.

✓ No sales pitch ✓ No minimum corpus required ✓ 100% confidential ✓ Available Mon–Sat

📅 Book a Free Discovery Call 📞 Call +91 98924 48809

Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. AMFI Registered · ARN: 82095

Frequently Asked Questions

Quick answers to common questions about working with SN Wealth.

Is the initial consultation really free? +

Yes, completely. Our first consultation is a no-obligation, 30-minute conversation to understand your financial situation and goals. There's no pressure to commit — we want you to feel comfortable before we work together.

What documents should I bring to the first meeting? +

For the initial consultation, no documents are required. Just come with your financial goals and any questions in mind. If you decide to proceed, we'll guide you through the exact documents needed for your specific needs (PAN, Aadhaar, bank statements, existing portfolio statements etc.).

Do you offer online consultations? +

Absolutely. We serve clients across India and internationally (NRIs) via video calls (Zoom, Google Meet) and phone. Many of our long-term clients have never met us in person — the advisory process works seamlessly online.

What is the minimum investment amount to work with SN Wealth? +

There's no minimum for financial planning consultations or SIP-based mutual fund investments — we welcome investors of all sizes. For PMS the regulatory minimum is ₹50 lakhs, and for AIF it's ₹1 crore, as mandated by SEBI.

How is SN Wealth compensated? +

We are fully transparent about our fee structure. We receive trail commissions from AMFI-registered product manufacturers for mutual fund distribution. For PMS and advisory services, we charge a transparent advisory fee. All fee structures are disclosed upfront — before any investment is made.

Can you help me as an NRI? +

Yes. We serve NRI clients across the globe — UAE, UK, USA, Singapore, Australia and more. We guide NRIs through NRE/NRO account structures, FEMA compliance, repatriation rules, and optimal investment strategies for Indian markets.

How often will I hear from my advisor? +

At a minimum, you'll receive a quarterly portfolio review with a detailed report and a personal discussion. Beyond that, your dedicated advisor is accessible via phone, WhatsApp, and email during business hours. We also send monthly market updates and curated insights.

Let's Connect

Most Indians earn well.Few know where their money actually goes.