SIPs help average out market volatility over timeELSS investments save tax under Section 80CDiversify across equity, debt, and hybrid fundsReview your portfolio at least once every yearStart early — compounding rewards patienceSIPs help average out market volatility over timeELSS investments save tax under Section 80CDiversify across equity, debt, and hybrid fundsReview your portfolio at least once every yearStart early — compounding rewards patience
AMFI Registered Mutual Fund Distributor

Money moves.
Make yours snazzy.

Mutual fund distribution and financial planning for people who want their money working without a spreadsheet obsession.

82%

Goal on track

12.6%

Avg. SIP returns

₹210 Cr
AUM advised
1,400+
Families served
9 yrs
Track record
4.8/5
Client rating
12.6%
Avg. SIP return

Access funds across every major AMC

SBISBI Mutual Fund
HDFCHDFC Mutual Fund
ICICIICICI Prudential
AXISAxis Mutual Fund
KMFKotak Mahindra MF
NIMFNippon India MF
UTIUTI Mutual Fund
MAMirae Asset MF
SBISBI Mutual Fund
HDFCHDFC Mutual Fund
ICICIICICI Prudential
AXISAxis Mutual Fund
KMFKotak Mahindra MF
NIMFNippon India MF
UTIUTI Mutual Fund
MAMirae Asset MF
What we do

Services built around your actual goals

No product-of-the-month pitches. Each engagement starts with what you're solving for, then works backward to the right mix.

Mutual Fund Distribution

Equity, debt, and hybrid schemes across every major AMC, matched to your goals — not this quarter's top performer.

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SIP & Goal Planning

A monthly number tied to an actual date — a house, a degree, retirement — reviewed every year, adjusted as life changes.

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Tax-Saving (ELSS & 80C)

Section 80C planning that goes beyond ELSS — PPF, insurance, and NPS mapped together so you don't over- or under-invest.

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Portfolio Review & Rebalancing

An annual health check on every folio you hold — including ones we didn't originally set up — with a plain-language report.

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Retirement & NPS Planning

Corpus targets, withdrawal sequencing, and NPS tier structuring for a retirement that doesn't depend on guesswork.

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Personal Consulting

One dedicated advisor for every household — for the calls that don't fit neatly into 'buy' or 'sell'.

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Who you'll work with

Meet the people behind your financial plan

No call-center handoffs. The person who plans your portfolio is the person who picks up the phone.

AM

Aarav Mehta

Founder & Chief Advisor

Aarav started Snazzy Capital after a decade in institutional broking, frustrated by how much retail investing advice was actually product-pushing in disguise. He holds an NISM Series V-A certification and personally reviews every household's plan once a year.

NK
Neha Kulkarni
Head of Client Servicing
RI
Rohan Iyer
Tax & Retirement Specialist
PN
Priya Nair
Client Relations
Client feedback

What clients say once the plan is actually working

4.8/5from 4+ clients

Switched from a bank RM who kept pushing NFOs. Six months in, my portfolio finally makes sense to me — and I can actually explain what I own.

Kavita R.
Google Reviews

The annual review call is the only financial meeting I don't dread. No jargon, no upsell, just 'here's where you stand.'

Sandeep V.
Google Reviews

Set up SIPs for both my kids' education goals in one sitting. Two years later, still exactly on the plan we made.

Meera J.
JustDial

Consolidated four scattered folios into one view. Should have done this years ago — wish I'd found them sooner.

Arjun D.
Google Reviews
How it works

From first call to first SIP, in four steps

01

Book an appointment

Pick a slot online or over WhatsApp — no waiting on hold.

02

Discuss & understand

A real conversation about your goals, timelines, and risk comfort.

03

Sign up & KYC

Paperless digital KYC — usually done inside 48 hours.

04

Begin investing

Your first SIP or lumpsum goes in, with a review scheduled a year out.

Snazzy Invest

A paperless SIP in under 3 minutes

  • Paperless digital KYC
  • SIP & lumpsum in one app
  • Live portfolio tracking
  • A dedicated advisor, not a chatbot
An advisor and client reviewing a portfolio together
40+
AMCs
2,000+
Schemes
4.7
App rating
SEBI Regulated
Compliance
Beyond SIPs

A few more things we help you get right

Insurance

Term life and health cover, sized to your actual liabilities — not a round number.

  • Term life
  • Health insurance
  • Claim assistance

Corporate Fixed Deposits

Higher-yield, AAA-rated corporate FDs for the conservative slice of your portfolio.

  • Higher returns than bank FDs
  • Assured income
  • AAA-rated issuers only

National Pension Scheme

Extra tax deduction under 80CCD(1B), with a government-backed structure.

  • Additional ₹50,000 tax benefit
  • Government-backed
  • Low-cost fund management
Beyond mutual funds

Meridian Yield Partners

US Real Estate · Dollar-Denominated Returns

For clients who've outgrown mutual funds alone, we curate access to institutional-grade US real estate income deals — dollar-denominated, professionally managed, and reported quarterly.

₹25 Lakhs
Min. investment
18–23% p.a.
Target returns
Quarterly payoutsProfessionally managedDollar-denominatedInstitutional gradeFull transparency reporting
Advisors reviewing a client's portfolio numbers
Try It Yourself

See what your money could grow into

Adjust the numbers below and watch the math update instantly — no sign-up required.

2,5001,00,000
%
1%30%
Yr
1 Yr40 Yr
Invested
Returns

Invested Amount

₹12,00,000

Est. Returns

₹11,23,391

Total Value

₹23,23,391

Figures are illustrative estimates based on the assumed rate of return, not a guarantee of actual performance. Mutual fund investments are subject to market risk.

Not sure which SIP is right for you?

Let our experts review your goals and recommend the best SIP strategy. Book a free 30-minute consultation.

Book Free Consultation

Let's put a number on "someday."

Twenty minutes with us and you'll have an actual plan — not another spreadsheet tab.