DIRECTOR
Snehal Patwardhan is a finance professional with over 16 years of experience specializing in financial planning, investment solutions.
Along with NISM Certifications, academically she holds MBA in Finance and a Qualified Personal Finance Professional (QPFP) certification from Network FP.
Representing a second generation, currently, She serves as a Director at Shriniwas Holdings Pvt. Ltd, a company having a legacy of nearly 35 years initially into stock market (Authorised partner of Motilal Oswal), then started with Mutual funds and insurance, PMS distribution etc. she leads a team of 10+ professionals serving almost 500+ families, 1700+ client base & focuses on delivering tailored financial solutions and long-term wealth strategies.
Recently crossed SIP book 1.17Cr.
Recognized as MDRT – 5 years consecutively
‘Passionate about financial literacy, she wrote a collection of articles in Marathi covering key investment topics. These were eventually published as a booklet titled इन्वेस्टमेन्ट्स विषयी थोडक्यात, which became a favourite resource among her clients.
Apart from profession, she is a passionate photographer.
Biography
Shraddha Shah is one of the leading Independent Financial Advisors (IFAs) in the PCMC area, continuing the legacy of her parents. Her father, a former professor at the Government College of Engineering, was instrumental in investor awareness campaigns. She actively participated in her father's initiatives, contributing to articles in Sakal and Tarun Bharat, and conducting radio awareness programs.