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START YOUR WEALTH
JOURNEY

INVEST WITH CLARITY. GROW WITH PURPOSE.

START INVESTING

MUTUAL FUNDS

Diversified investment solutions aligned
with your financial goals and investment
horizon.

EQUITY & IPOs

We are an authorised Franchisee Owner of
Motilal Oswal Financial Services Ltd (AP0297121713),
offering Demat and Trading services in the equity segment

Insurance

Comprehensive protection solutions
designed to safeguard you, your family,
and what matters most

If you
can dream it
you can
do it.

PERSONALISED GUIDANCE. TRUSTED RELATIONSHIPS.

EXPLORE OUR SERVICES

GOAL-BASED PLANNING

Personalised investment strategies aligned
with your goals, needs and time horizon

INVESTMENT SOLUTIONS

Mutual Funds, Equity, Bonds and other
investment avenues to help build
long-term wealth.

CLIENT-FIRST APPROACH

Thoughtful guidance and personalised service
built on trust and long-term relationships.

PLAN YOUR FINANCIAL FUTURE

It’s always
too early
to quit

A PLAN BUILT AROUND YOUR GOALS.

TALK TO AN EXPERT

UNDERSTAND YOUR GOALS

We begin by understanding your goals,
existing investments, financial needs
and risk appetite.

BUILD YOUR PLAN

Create a personalised approach covering
investments, insurance, retirement and
other financial priorities.

Corporate Solution

Regular guidance helps you stay aligned
with your financial goals as your needs
evolve.

GET PERSONALIZED FINANCIAL

GUIDANCE

About SHPL

Established in 1994, Shriniwas Holdings Pvt. Ltd. (SHPL) is a premier stockbroking and financial services firm based in Pimpri-Chinchwad. As a founder-led organization, our foundation is built on unwavering values, strict ethics, and deep-rooted trust.

Our independent structure ensures a true “Client-First” philosophy, enabling us to deliver personalized, completely unbiased wealth solutions tailored to your unique goals. Backed by over three decades of market experience, we combine professional expertise with genuine empathy—fostering long-term relationships to help you build, manage, and protect your wealth across generations.

Expertise

Our expertise helps you make informed financial decisions with clarity, confidence, and a long-term perspective

Innovative Solutions

We offer thoughtful and flexible financial solutions designed to meet evolving needs and changing market opportunities.

Proven Track Record

A consistent approach, trusted expertise, and a commitment to helping clients achieve their financial goals.

Dedicated Support

From planning to execution, we provide responsive guidance and ongoing support at every step of your financial journey.

Our Process

At Shriniwas Holdings, your financial journey begins with a clear understanding of where you are and where you want to go. Through our structured approach, we understand your needs, analyse your financial position, recommend suitable solutions, and review your progress as your goals evolve.

Understand

Goals, needs & financial priorities

Analyse

Financial position, risks & opportunities

Recommend

Goal-based financial solutions

Implement

Right products, strategy & execution

Monitor

Portfolio performance & progress

Review

Regular review & strategic adjustments

SERVICES

What We Offer

Mutual Fund & SIF Distribution

A Mutual Fund pools money from multiple investors to invest in securities such as stocks, bonds, and money market instruments, managed by professional fund managers.

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Portfolio Management (PMS)/AIF Distribution

SHPL is distributor of leading SEBI-Registered PMS and AIF

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Equity Broking

We are an authorised Franchisee Owner of Motilal Oswal Financial Services Ltd (AP0297121713), offering Demat and Trading services in the equity segment. MOFSL brings over 30 years of experience in research and wealth creation, with a wide range of products and services to meet investor requirements.

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Bond & Fixed Income Distribution

Fixed income investments provide a defined stream of income through periodic interest or coupon payments, and are commonly used to diversify a portfolio's overall asset allocation.

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Goal Based Scheme Distribution

Goal-Oriented Scheme Distribution is an investment approach that aligns your financial planning with specific life goals — such as retirement, children's education, wealth creation, or a major purchase — rather than treating investments in isolation. Suitable schemes are identified based on the goal's time horizon, risk profile, and required corpus, drawing from mutual funds and other eligible investment products.

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Global Investments Distribution

Global Investments allow investors to diversify beyond Indian markets and gain exposure to global economies, sectors, and currencies.

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Life & Health Insurance Solutions

Insurance is an arrangement in which an insurance company undertakes to provide financial protection against specified loss, damage, illness, or death, in exchange for payment of an agreed premium. It works by transferring the risk of potential loss to the insurer.

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Home Loan Solutions

A loan taken against a property, or mortgage loan, is defined as a loan against property. The main difference between a home loan and a loan against property is that a home loan is taken for the purchase of a property, while a loan against property is taken against an owned property as security.

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TESTIMONIALS

What Our Clients Say

      
   Shriniwas Holdings Pvt. Ltd.
   19 Google reviews 
  Write a review 
  
 
 
   
 
 
       Posted on Google  
   
   pranav ghole 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
  
 
      Posted on Google  
   
   vijay satav 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have been associated with Shriniwas Holdings Pvt. Ltd. for the past 15 years and have consistently experienced excellent, reliable, and professional service.

Their commitment, transparency, and customer-focused approach have made our association truly valuable. We are pleased to have benefited from their services over the years and highly appreciate their continued support.

Wishing Shriniwas Holdings Pvt. Ltd. continued success and growth in the years ahead.
  
 
      Posted on Google  
   
   SUREKHA Vechlekar 
 
 
 
 Trustindex verifies that the original source of the review is Google. Trustworthy , knowledgeable and they always deliver excellent financial guidance
  
 
      Posted on Google  
   
   Bhavana Kulkarni 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
  
 
      Posted on Google  
   
   Vivek Shinde 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
  
 
      Posted on Google  
   
   vishnupriya pawale 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have been investing my finances through Sriniwas holdings for past 4 years. I am very happy with the allocation of funds into SIPs and Equity with an average of 20% growth rate of my investments. Snehal and her team are not only able to provide suggestions for investment but also able to plan my financial growth both for short term and long term goals. I completely trust the team and very satisfied with the overall experience. Thank you!
  
 
      Posted on Google  
   
   Apurv G 
 
 
 
 Trustindex verifies that the original source of the review is Google. We are really impressed by the professionalism and effectiveness of Snehal Ji and her team. Team SHPL has been helping and guiding us with our finacial journey and life goals for sometime now, and all her suggestions, guidance and advice makes sense and is aligned to our personal goals. With finances, it takes sometime to gain trust, and with some honest advices that we have received, we can confidently and happily recommend their services to anyone who is looking for financial planning. Thank you Snehal Ji and team SHPL.
  
 
      Posted on Google  
   
   Vikrant Paithankar 
 
 
 
 Trustindex verifies that the original source of the review is Google. When it comes to professional investing I think I made the right decision to invest via SHPL.
SHPL team is efficient in all the sevices. Snehal and Omkar are super knowledgeable and experienced to advise on goal setting, risk determination,  analyzing cash flow and creating investment strategy.
They consistently review your portfolio as per market conditions suggest changes..

Highly recommend SHPL for
"secured financial future!"💜
  
 
      Posted on Google  
   
   Dipti Tornekar 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have never individually tried investing...its always my husband looks into it and he still does...but I had some secret savings and wanted to invest them too 😜..

Snehal Ganbote Patwardhan owner of Shriniwas Holdings Pvt ltd. Helped me a lot managing my funds.Her staff is so kind and helpful and she clears all your doubts nicely.

She has designed a Wealth Elite app where one can monitor their funds and can take decisions accordingly. She also encourages to attend seminars organized by her team for our financial well being..

Way to go Snehal..Looking forward to increase my portfolio 😍

Thanks and Regards
  
 
      Posted on Google  
   
   Sharmilee Pethkar 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
  
 
  
  
 
    Verified by Trustindex  Trustindex verified that these reviews were published on Shriniwas Holdings Pvt. Ltd.'s Google Business Profile. Learn more