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At Shelter Money Finserv, we are dedicated to revolutionize the way you manage and grow your wealth. As a reliable financial solutions provider, we specialize in offering personalized strategies that cater to your unique financial goals and risk module. Our expert team provides extensive industry knowledge with innovative approaches to help individuals and business houses achieve their long-term financial goals successfully.

We offer a wide range of services which includes Mutual Funds, Life Insurance, General Insurance, Health Insurance, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Fixed Deposits (FD), Shares and Bonds.

Shelter Money Finserv is a single window solution provider for achieving long-term financial growth and providing health and life security.  We are here to join hands and guide you at every step of your financial journey.

We believe in inclusive growth model, which can only be achieved through the financial growth of our customers, patrons, associates, channel partners among many others.

Remember WHAT YOU SAVE TODAY, WILL SAVE YOU ONE DAY.

Mission

Our mission is to make financial stability and growth accessible to every Indian by offering tailored financial services and knowledge. We empower individuals through financial education and personalized services, creating a path to financial well-being.

Vision

Our vision is to be the leading provider of holistic financial services in India, transforming lives through financial empowerment. We aspire to set new standards in the financial industry, ensuring that every individual has the opportunity to secure their financial future.

Values

Our core values revolve around empowerment, integrity, client-centricity, innovation, excellence, team spirit, and sustainability. We empower individuals, operate with integrity and transparency, and prioritize our clients' welfare above everything else.