Our Services

“Plans are Nothing; Planning is Everything.”
Dwight D. Eisenhower

We offer the following services :

Goal linked financial

  • Analysis of your existing investments & portfolio.
  • Advice on various Investment options so as to optimise the Risk & Return to achieve your financial goals.
  • Tax planning & optimization
  • Regular review of your portfolio & strategic investment shifts as required.
We ensure achievement of your financial goals through a diverse set of Wealth Management tools like :
  • Liquidity Management.
  • Ensuring disciplined investing through monthly schemes & SIP.
  • Regular review & shift in investment by optimizing risk reward thru a host of Financial instruments.

Retirement Planning

a. Term
b. Health
c. General

Children Plans

Estate Planning and Will writing services

What we are trying to target is complete financial planning for the client starting from


Evaluation of the current financial situation & Framing of financial goals


Risk profiling of the client


Regular review at pre defined intervals vis a vis financial goals and the resultant course correction if required.


Review of existing investment


Deciding on a suitable Asset allocation strategy based in risk profile, financial goals, stage of life cycle and current market situation.

Most investors are following a piecemeal investment strategy not based on actual well thought goals and irregular review which leads to underperformance, sub optimal returns and non achievement of goals.

Apart from anything else, a financial advisor helps bring back focus on the investments and corpus.

For all your Investment Needs, Wealth Creation & achievement of financial goals,

Kindly contact us :

Sandeep Sahni
+91-9888220088, 9814112988

Email : sahayakassociates@gmail.com

Kindly contact us :

Puneet Kohli

Email : sahayakassociates@gmail.com

The ‘Sahayak” Motto

“You can have everything you want in your life, if you will help other people get what they want.”