WELCOME TO SNIKITHA FINSERV PVT LTD
A reputed name for comprehensive financial and product distribution services.
SNIKITHA FINSERV PVT LTD at present is having 1400+ satisfied clients. We have been helping clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
We specialize in Life Insurance,Health Insurance,General Insurance,Mutual Funds,Stocks,Bonds and other investment options to create customized financial plan for each of our clients.Our team in dedicated to providing the highest level or service and expertise to help clients achieve their financial goals.if you are interested in learning more about our services or have any questions,feel comfortable to ask.We are here to help you make smart investment decisions and achieve your financial dreams.Our team is friendly and knowledgeable,and always will assist you in any way we can.Don't hesitate to reach us out today
Why Choose Us?
Why should we be your financial product distributors? This is a very relevant question to ask us. At SNIKITHA FINSERV, we believe that excellent customer service is the foundation of any successful business.That's why we go above and beyond to provide personalized service to each of our clients.We're always available to answer your questions and provide guidance when you need it.
Expertise:
Our team is made up of highly qualified and experienced financial advisors who are certified Wealth Managers,Mutual Fund,and Insurance consultants recognized by the NSE National Stock Exchange,AMFI(Association of Mutual Fund of India).We use our expertise to create customized financial plans for each client,ensuring that their investments align with their personal goals and risk tolerance.
Transparency:
We believe in complete transparency when it comes to our services and fees.We will always provide clear and concise information about our offerings and associated costs,so you can make informed decisions.
Trust:
At SNIKITHA FINSERV,we value the trust our clients place in us.We work hard to earn and maintain that trust by providing reliable and unbiased financial advice.Our ultimate goal is to help our clients achieve financial success and security.Overall,we believe that our client-centric approach,rich product basket,focus on customer service,expertise,transparency,and trust make us the best choice for your financial product distribution needs and given below is our answer..
Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
SNIKITHA FINSERV offers a single point access to multiple financial products with a holistic need-driven approach,rather than being product-centric.
Focuss on Customer Satisfaction:
The company is equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints promptly.
Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right Experience & Skills:
We have over 23 years of experience in financial products distribution space. SNIKITHA FINSERV has the expertise to understand clients needs and then offer the right strategies & solutions to help them achieve their goals.
Driven by Passion:
Serving clients is our passion and the reason why are are in the business. Nothing excites us more then helping our clients achieve their financial goals and dreams in life with our support.
What We Offer
Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.
Assisting clients in fulfilling their needs.
Our Team
Rajesh Nagireddi
Managing Director
Rajesh Nagireddi is the Managing Director and CEO. One of the senior most in the financial services industry with 20 years of rich experience He is passionate about meeting clients, and educating them thoroughly before onboarding them for their financial freedom journey. He is also an insurance advisory, risk management, and child and retirement planning expert. He has been a consistent performer, achieving 16 times MDRT and 2 times COT.
Sunita Nagireddi
Director
Sunita Nagireddi is the Director. She has been the backbone of SNIKITHA FINSERV PVT LTD for the past 20 years and manages the team with almost care and motivates them to give their best towards their clients.
Rahul Sai Nagireddi
Director
Rahul Sai Nagireddi is a Director who has returned to India after completing his Bachelor of Technology (B Tech) degree from Carleton University, Ottawa, Canada. In addition to his technical education, he is certified by the Association of Mutual Funds in India (AMFI), which underscores his expertise in financial services and mutual fund distribution. This combination of international technical education and financial certification positions him well for leadership roles in sectors that blend technology and finance.
- Technical Expertise with Global Exposure: His B Tech from Carleton University, Canada, equips him with strong technical and analytical skills and a global perspective, enabling him to drive technology-led innovation within the company.
- Financial Acumen through AMFI Certification: His certification ensures deep knowledge of mutual funds and regulatory frameworks, allowing him to innovate financial products and services that are compliant and customer-centric.
- Bridging Technology and Finance: Rahul's combined expertise helps Snikitha Financial Services leverage digital tools such as Al, automation, and data analytics to enhance customer experience, streamline operations, and develop scalable financial solutions, which are key drivers of competitive advantage.
- Strategic Vision for Digital Transformation: With insights into emerging technologies and regulatory requirements, he can lead initiatives that integrate advanced platforms and innovative financial products, positioning the company to respond agilely to market changes and
customer needs.
Together, these strengths enable Rahul to foster a culture of innovation, improve operational efficiency, and create differentiated offerings that strengthen Snikitha Financial Services' market position.
