Why did we start Sahayak?
We would be lying if we said that we always cared deeply about finance, technology, or investments. Truth be told, those things are not particularly meaningful to us in or by themselves. What we, at Sahayak, are passionate about is helping people live up to their fullest potential, becoming independent, giving them the choice to follow their passion by ensuring they have enough money.
Our Financial Distribution and Advisory business is simply the vehicle through which we can take these passions, apply them to the things that people need, and make a profit in the process. In other words, Sahayak Associates, our business firm, is our ‘Ikigai.’
We have a strong belief that tremendous wealth is going to be created in the next 10 years in India, when the economy moves from a $2.5 Trillion GDP to a $10 Trillion economy and the per capita income moves from $2000 to $8000.
We want to position Sahayak Associates as a personal CFO and a vehicle for family, friends, and associates to benefit from this wealth creation and take advantage of the “Chronological Lottery” this opportunity offers.
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Our Services
Capital Market
Fixed Income
Insurance
Mutual Funds
PMS
Will Writing
The Sahayak Process
Step 1 – Meet and Understand
Step 2 – Analyze
Step 3 – Plan & Execute
Step 4 – Support
Your Relationship Manager will continue to work with you as your plan evolves in response to your changing needs and circumstances.
Step 5 – Review
What We Offer
The first step for proper investment planning starts with assessing your actual need for investment. We would help you to know how much you need to save to meaningfully fulfill your responsibilities in life and also achieve your prominent financial objectives /goals in life. We would help you to know how much you need to save to meaningfully fulfill your responsibilities.
Wealth management is a broach subject and it covers broad areas of wealth creation, retention and management. Our role would be to engage with in planning and executing solutions and strategies for achieving your multiple financial objectives under the wealth management umbrella.
Every planning or solution needs proper execution to fructify into desired results. As financial product distributors, we offer you access to a wide range of financial and non-financial products that will help you to implement your plans effectively and more importantly, as per your risk profile and needs.
Get a free Need Assessment of Your Goals. 0172-4662688, +91-9914146888
Our Philosophy
Right People to Partner
Value Added Services
Rich Product Basket
Client Centric Approach
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