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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.

About

OUR MISSION

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MISSION

MISSION

To help individuals and families grow their wealth through smart mutual fund SIP planning, financial guidance, and reliable insurance solutions with honesty, simplicity, and trust.

MISSION
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VISION

VISION

To become a trusted financial partner for every client by making wealth creation, investment planning, and financial protection easy, accessible, and effective.

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GOALS

GOALS

Specific, measurable, achievable, relevant, time-bound objectives that help clients achieve long-term financial success.

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About

Meet Our Founder - Subhra Nandi

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Mr. Subhra Nandi, Founder of Shelter Money Finserv, is a seasoned financial professional with over 20 years of experience in Mutual Fund Management and Financial Advisory. in Wealth Management, he has dedicated his career to helping individuals and families achieve financial security through strategic wealth creation and protection. His expertise spans mutual fund planning, retirement planning, portfolio management, life and health insurance advisory, and goal-based financial planning. Driven by a vision to empower people with the right financial knowledge and guidance, Mr. Nandi has built Shelter Money Finserv on the principles of trust, transparency, and client-centric service. Under his leadership, the company continues to help clients make informed financial decisions and work towards long-term prosperity and financial freedom.

Success

Meet the Experts Behind Your Financial Success