Financial Planning,Intellectual Property Solutions,Business Insurance.

1. ONE FOR ALL
AND ALL FOR ONE
It is best to partner a professional in the
field of investments who would assist
in planning your investments.
SN WEALTH
m a n a g e m e n t

2. The complexities of today’s financial environment have led many individuals and
corporations to conclude that full-time, professional investment management is a
necessary element of a successful investment plan. It is best to partner a professional
in the field of investments who would assist in planning your investments.
Our Financial Advisory is suitable for investors who wish to take an asset allocation
based, long term investment outlook, ignoring the short term volatilities of financial
markets.
We at SN Wealth come in the frame where our services offered help you to achieve your
financial goals with effective management of investment plan.
SN Wealth is headed by Mr. Santosh Nikam (MDRT, LUTCF). We have experience of
more than 09 years in the financial advisory services. We cater to the clientele residing
at whole of Mumbai and Thane.
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WELCOME TO THE FAMILY

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BIG. SMALL. AND IN BETWEEN.
PROFESSIONALS
HNI’S
SMALL & MID SIZE
BUSINESS OWNERS
SALARIED INDIVIDUALS
NRI
PVT. LTD & LTD. COMPANIES
OUR CLIENTELE INCLUDES :

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GET YOUR GIFTS, GRADS
OUR SERVICE OFFERS BENEFITS IN :
Current Portfolio Evaluation
Financial Planning
General Insurance Needs
Risk Management
Succession Planning
Key Employee
Retention
Profitable exit from your business
Retirement Planning, Group Insurance
admin@snwealth.com

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“We are sure that our services offered
will not only helps you to plan your
investment wisely but also helps you to
take financial decision, which will have
long term impact.”
SMALL INVEST GET BIG REWARD

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PROCEDURES MAKE LIFE SIMPLER
7
OUR FINANCIAL ADVISORY PROCESS
IS AN IN-DEPTH
STEP PROCESS DESIGNED TO ENSURE A THOROUGH
AND COMPLETE FINANCIAL ADVICE.

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3. CASH FLOW ANALYSIS AND INSURANCE PLANNING:
Here we will collect the data related to your monthly cash inflows and cash outflows.
And also understand your financial liability and financial dependencies which will
intern help us to identify right insurance plan for your family.
4. ANALYSIS AND EVALUATION:
We will analyze the data and information you have provided up to this point. We will
evaluate your general financial status, identify and quantify particular needs and
prepare specific recommendations. We may require additional information from you
during this process.
1. INITIAL MEETING BETWEEN CLIENT AND US:
2. DATA GATHERING:
At this complimentary meeting, we will discuss your needs and if our firm is right for
you. Here we will customize our solution as per your requirements and needs. We will
also provide you the list containing the details required to assist us in preparing your
current net worth statement.
At this second meeting, we will examine your financial priorities, objectives and
concerns in more detail. Here we will collect data related to your current net worth,
future financial goals and data related to retirement plan.

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5. ADVICE SUMMERY:
6. ADVICE IMPLEMENTATION:
7. MONITOR AND UPDATE:
Here we will come out with a comprehensive plan presentation which will give you the
closer look of broader picture of your financial status.
At this stage, we will help you to implement the plan which is designed for you.
Implementation is the key to achieve financial goal.
The financial advice should be reviewed regularly after implementation to determine
your progress on achieving the stated objective. Changes in your personal
circumstances should also be evaluated to insure that our original recommendations
are still appropriate. In addition, we will address any tax law changes that may impact
our original recommendations.
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PROCEDURES MAKE LIFE SIMPLER

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PLAN TO CHASE YOUR DREAMS
FOR CORPORATES :
TAX SAVING PLANS
Financial planning is a comprehensive,
ongoing approach that starts with
helping them to define their dreams,
developing a plan to help them , then
tracking their progress along the way,
recommending changes where needed.
We help them for investment in
best avenue in the market to
achieve the financial goal as per
their requirement.
We provide seminars to employees on Taxation and keep them update in scenario i.e
financial taxation and how to utilise the tax benefits etc.
Help them in continuous Changes in rules and regulations. And Provide the avenue to
save the taxes .
FINANCIAL PLANNING FOR EMPLOYEES INVESTMENT PLAN
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TRUST IS A GREAT FORCE MULTIPLIER
LIFE INSURANCE
GENERAL INSURANCE
ASSOCIATE PARTNERS

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MUTUAL FUND

12. WE COVER EVERY
MOVE YOU MAKE
S N Wealth & Risk Management Co.
Cell : +91 9892770909
admin@snwealth.com
www.snwealth.com
SN WEALTH
m a n a g e m e n t