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Snehal Patwardhan | Shriniwas Holdings Pvt Ltd | PuneSnehal Patwardhan | Shriniwas Holdings Pvt Ltd | Pune

Snehal Patwardhan

Shriniwas Holdings Pvt Ltd•Pune,MH
Utkarsha, Gawade Colony, Opp Tata Motors Gate, Chinchwad, Pune,
Pune, MH, 411033
Utkarsha, Gawade Colony, Opp Tata Motors Gate, Chinchwad, Pune, Pune, MH, 411033
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About

I am a finance professional with over 14 years of experience specializing in financial planning, investment solutions. Holding an MBA in Finance and a Qualified Personal Finance Professional (QPFP) certification from Network FP, I bring both academic rigor and practical insight to my work. Currently, I serve as Director of our private limited company, where I lead a team of 10+ professionals focused on delivering tailored financial solutions and long-term wealth strategies. My journey began at HDFC Bank, where I worked as a Relationship Manager, gaining hands-on experience in client servicing & investment solutions . I am passionate about guiding people towards financial clarity, helping them make informed decisions aligned with their goals. Our firm was founded by my father, Mr. Suhas Ganbote, whose passion, supported by my mother, Mrs. Aruna, set the stage for our success in the investment and broking sector. Today, my husband, Mr. Omkar, & I continue to build on this legacy.

Practice at a glance

15
Years of Experience
500
Families Served
₹154
Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹25,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Women Investors, Senior Citizens / Retirees, HNI Families, Doctors, Salaried Executives
Language Spoken:Hindi, Marathi

Qualification Completed

QPFP – Qualified Personal Finance Professional

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN- 158233

IRDAI Licensed Insurance Agent (General)

ARN 158233

IRDAI Licensed Insurance Agent (Life)

158233

APMI Registered PMS Distributor

APRN03998

Education

Formal Education

BCom – Bachelor of Commerce, MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination

Can help you to

Plan Complete Finances
Children’s Goals
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Financial Freedom
Buy Right Insurance
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Home Loans
Loan Against Securities
PMS
AIF

Complimentary Services

Get any of the free services to experience working with Snehal Patwardhan.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check
Risk Profile Assessment