07 SNPFP, in your pocket
Keep the bigger picture within reach.
View supported investments on a real-time basis through the SNPFP Portal. Follow your goals and stay close to the choices that matter, with quiet nudges instead of noise.
Direction over speed.See where you stand today ↗
Mumbai · Since 2004 · CFPCM led
Save n Protect · Mumbai · Since 2004
Grow what matters.Protect what makes it matter.
Evidence-based financial planning and mutual fund distribution, led personally by Sachin S Parekh, CFPCM. Direction over speed, principles over tactics.
Direction over speed
Since 2004
A practice built for the long view.
- 01 · MissionEvidence-based investing
- 02 · PhilosophyDirection over speed
- 03 · ValuePutting the client first
Sachin S Parekh, CFPCM · Kandivali West, Mumbai
Your investing lens
Balanced
· Long view
Equity 55Debt 35Gold 10
CFPCM certified · AMFI ARN-18941
20+ years in practice
4.7★ across 28 reviews
Kandivali West, Mumbai
01 Start with perspective
Before you invest
more, see more.
Start with the question that keeps returning. A good plan makes every product answer to a real purpose. No sales pitch, no obligation.
01 / Portfolio analysis
What is your portfolio really working towards?
Have SIPs but no single plan? Upload your CAS securely for a clear read on allocation, overlap and direction.
Analyze my portfolio02 / Risk profiling
How much uncertainty can you truly live with?
Understand the relationship between your mindset, time horizon and investment choices. It is the same conversation we start every plan with.
Discover my risk profile
✦
02 About SNPFP
“Direction over speed. Principles over tactics.”
Save n Protect Financial Planners is a planner-first practice in Kandivali West, Mumbai, led personally by Sachin S Parekh, CFPCM. Since 2004 we have started with your goals, cash flow and responsibilities, never with the product currently being promoted.
01 Mission
Evidence-based investing
02 Philosophy
Direction over speed
03 Value
Putting the client first
20+
Years in practice
4.7★
Aggregate rating
28
Reviews in source
2004
ARN-18941 since
Why SNPFP
Planner-first,
not product-first.
The difference is not a louder promise. It is where the conversation begins, and what stays central over time.
What changes
Planner-first practice
Product-first pitch
Starting point
Your goals, cash flow and responsibilities
The product currently being promoted
Relationship
Personal CFPCM attention and continuity
A changing point of contact
Decision lens
Evidence, fit, risk and time horizon
Recent performance or urgency
Review focus
Progress toward the purpose
More transactions and more products
03 In their words
Trust measured in years, not campaigns. Relationship labels appear only where the client stated a duration.
"
His integrity and knowledge are invaluable. We can see our investments on a real-time basis.
Poonam Ahuja
Client
01 / 06
04 A relationship, not a transaction
Wherever you are,
there’s a thoughtful next step.
Money gets complicated when life gets busy. Each conversation begins with a different need. The plan keeps those needs from competing in isolation.
01
Start digitally
Complete guided, paperless onboarding, then track everything in the SNPFP Portal.
02
Give a goal a date
Retirement, a child’s education, a home. Turn an open-ended idea into a measurable goal.
03
Hold something steady
Give idle money a clear role. Compare fixed deposit rates and book the tenure that fits.
04
Have the right conversation
Book time with Sachin for personal CFPCM attention, not a changing point of contact.
05 The planning shelf
Six services.
One connected financial life.
Each conversation begins with a different need. The plan keeps those needs from competing in isolation.
01
Mutual Fund Investment
A disciplined route from goals and risk understanding to scheme selection, transactions and ongoing review.
Explore service02
Insurance Planning
Identify the financial risks that could disrupt your family’s goals, then build an appropriate protection layer.
Explore service03
Retirement Planning
Turn an open-ended idea of retirement into a measurable goal, a contribution path and a review rhythm.
Explore service04
Children’s Future Planning
Plan systematically for education and other high-priority milestones while protecting the goal from life’s uncertainties.
Explore service05
Investment Planning
Organize goals, cash flows, risk and existing holdings into one disciplined financial planning framework.
Explore service06
Tax Planning
Keep tax-aware investment choices connected to long-term goals instead of making a rushed year-end purchase.
Explore service06 Explore a considered shortlist
Curated baskets,
for distinct points of view.
Get beyond an endless shelf of funds. Goal-aware combinations built on evidence, fit, risk and time horizon, never on recent performance or urgency.
Start an SIPHow it works
Three steps.
No theatre.
Your first meeting should create clarity, not pressure. No product decision is required to have a useful first conversation.
01
Talk to us
Share the goals, worries and existing arrangements that deserve one clear view.
02
Get your plan
Turn priorities, time horizons, risk and cash flow into a practical sequence.
03
Invest and track
Confirm each decision, then view supported investments through the SNPFP Portal.
Start planning
Book a
consultation.
Your first meeting should create clarity, not pressure. Tell us what is on your mind. No transaction begins through this form, and no product decision is required.
Call+91 99300 15679WhatsAppMessage usEmail[email protected]
OfficeA/504, Om Divya, Near Sona Shopping Center,
Trikamdas Road, Kandivali West, Mumbai 400067
Trikamdas Road, Kandivali West, Mumbai 400067
Start a conversation
Private & practical
Tell us what you would like to plan. We typically respond within 1–2 business days.
08 Investor care & disclosures
Clarity should extend
to the fine print.
We make the distribution relationship, your choices and your routes to redressal easy to find.
Mutual fund distributor
ARN-18941
Registered since 26 April 2004
Sachin S Parekh
CFPCM · FPSB India
We are a Mutual Fund Distributor as per the new SEBI nomenclature rules. We only provide incidental advice. We do not provide Advice.
Verify distributor details at AMFI01
Distributor disclosure
SNPFP (Save n Protect Financial Planners) acts as an AMFI-registered mutual fund distributor, not a SEBI-registered investment adviser. We may receive commissions from AMCs for distribution services.
02
Make an informed choice
Direct Plan options are available without distributor commission. There are no assured or guaranteed returns in mutual fund investments.
03
KYC & transaction readiness
KYC/CKYC is mandatory before investing. Complete your details, bank verification and applicable tax declarations before you transact.
04
Investor grievance redressal
Please write to [email protected] or call +91 99300 15679 first. If unresolved, you may use the AMC/RTA mechanism or SEBI SCORES.
Visit SEBI SCORES