Discover our journey, values, and commitment to providing financial solutions tailored to your needs.
At Shelter Money Finserv, we are committed to transforming the way you manage, protect, and grow your wealth. As a trusted financial solutions provider, we offer personalized financial strategies tailored to your unique goals and risk profile. Our experienced team combines deep industry expertise with innovative financial planning approaches to help individuals and businesses achieve long-term financial success.
We provide a comprehensive range of financial services including Mutual Funds, Life Insurance, Health Insurance, General Insurance, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Fixed Deposits (FD), Shares, and Bonds.
Shelter Money Finserv serves as a complete financial solution partner, helping you secure your future with confidence, stability, and smart investment planning. We believe in an inclusive growth model where the financial success of our customers, associates, channel partners, and stakeholders grows together.
Remember What You Save Today, Will Save You One Day.
Utilize our financial tools to make informed investment decisions with ease.
Calculate your potential returns with our easy-to-use SIP calculator.
Discover the key reasons why clients trust and choose us for their needs.
Explore the wide range of services we offer to meet your diverse needs.
Investment vehicle pooling money from multiple investors to invest in diversified assets, aiming for consistent growth and returns
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Provides financial protection to beneficiaries in case of the policyholder death, ensuring long term security and peace of mind
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Covers non-life risks like accidents, property damage, theft, and liabilities, offering financial support against unforeseen circumstances.
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Offers coverage for medical expenses, hospitalization, surgeries, and treatments, ensuring financial stability during health-related emergencies.
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Professionally managed investment portfolios tailored for high-net-worth individuals, focusing on personalized strategies and superior returns.
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Alternative Investment Fund investing in private equity, hedge funds, and real assets for diversified, high-return opportunities.
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Fixed Deposit provides guaranteed returns on a lump-sum investment over a fixed period with minimal risk involved.
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Represents ownership in a company, offering voting rights, potential dividends, and capital appreciation with market growth.
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Fixed-income security lending money to issuers, providing periodic interest payments and principal repayment upon maturity
View MoreRead our latest blogs to stay updated with industry trends, expert advice, and useful insights.
Discover the powerful features of our mobile app designed to enhance your experience.
You can download the complete portfolio report including mutual funds & other assets. Get the historical performance of your portfolio easily & track the portfolio at your fingertips.
We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.
Invest in well researched cherry-picked perfectly balanced portfolio.
Stay informed with the latest news, updates, and insights from our company.
Hear from our satisfied clients about their experiences with us.
Their personalized financial assessment and strategic asset allocation helped me achieve my financial goals faster than I expected. I truly...
Their expert team provided tailored advice that aligned perfectly with my goals. Their clear communication, consistent support, and ethical practices...
Their strategic planning and in-depth market insights have helped me grow my wealth steadily. I value their professionalism, personalized attention,...
We are here to assist you. Reach out for any queries, support, or feedback.
+91-9339145420
Queens Mansion Suite #25C, 3rd Floor Gate No. 3, 12, Park Street, Kolkata-700071
sheltermoneymfd@gmail.com
Discover the organizations and individuals we collaborate with to deliver exceptional services.
Their personalized financial assessment and strategic asset allocation helped me achieve my financial goals faster than I expected. I truly appreciate their transparency and expert guidance.
Their expert team provided tailored advice that aligned perfectly with my goals. Their clear communication, consistent support, and ethical practices gave me the confidence to invest wisely.
Their strategic planning and in-depth market insights have helped me grow my wealth steadily. I value their professionalism, personalized attention, and commitment to my financial well-being.
