Your Personal Family CFO
We offer a full suite of Wealth Services including Mutual Funds, PMS, Capital Markets, Insurance, Estate Planning, Retirement Planning, AIFs, Real Estate, SME M&A, Debt Services, Family Office Services, and more.
The Sahayak Product Basket
Mutual Funds Distribution
We help you invest in professionally managed mutual funds tailored to your goals and risk profile — with access to top fund houses across equity, debt, and hybrid categories.
Insurance Products Distribution
Protect what matters most. We offer a curated range of life, health, and general insurance products to ensure financial security for you and your family.
Capital Markets – Direct Equity & Portfolio Management Services
Invest confidently in the stock market with expert guidance. From individual stocks to PMS (Portfolio Management Services), we help build and manage portfolios designed for long-term growth.
Estate Planning, Will Writing & Will Execution Services
Plan your legacy with clarity. Our services ensure smooth transfer of wealth through legal and tax-efficient estate planning, including will drafting and execution.
Fixed Income Products
Looking for stability and predictable returns? We provide access to bonds, debentures, and fixed deposits that can balance your portfolio and reduce volatility.
AIF / SIF / Unlisted Equity
We enable access to Alternate Investment Funds (AIFs), Structured Investment Funds (SIFs), and pre-IPO/unlisted equity opportunities for eligible investors seeking portfolio diversification.
SME M&A (Investment Banking)
For business owners and startups, we provide guidance and support for mergers, acquisitions, fundraising, and strategic partnerships — tailored for the SME segment.
Real Estate Consultancy
From commercial spaces to residential property, we assist in identifying, evaluating, and transacting real estate opportunities aligned with your investment goals.
Debt Solutions
We help clients manage, restructure, or raise debt smartly — optimizing cash flow and ensuring sustainable financial health for individuals and businesses.
Realty & Home Purchase Consultancy
Buying your dream home? We guide you through the process — from budgeting to builder selection, financing to documentation — ensuring a smooth purchase experience.
FIDOK (Financial Information & Documentation Kit)
Stay organized and ready. Our FIDOK tool simplifies the management of all your financial documents, plans, and data — especially useful for families and legacy planning.
Family Office Services
We offer 360° Wealth Services for high-net-worth families — covering investments, taxes, succession planning, philanthropy, and legacy preservation.
Retirement Consultancy
Retire with confidence. We help you plan for a financially independent retirement through goal-based strategies, income planning, and risk management.
Personal Finance Workshops
Knowledge is power. Our customized workshops help individuals, employees, and communities improve their financial literacy and make smarter money decisions.
Insurance for protection
- Insurance Products Distribution
Insurance Process
9 steps- Step 1
Need Analysis
Understand customer needs and assess risk profile.
- Step 2
Confirmation of Existing Policies If Any (Yes / No)
Check for existing insurance policies and avoid duplication.
- Step 3
Recommendation
Recommend suitable plans based on needs, budget and coverage preferences.
- Step 4
Documentation
Collect KYC, proposal form and all required documents.
- Step 5
Application Submission
Submit the proposal to insurer. Underwriting process begins.
- Step 6
Policy Issuance
Premium payment received, policy is issued and delivered to customer.
- Step 7
Policy Servicing
Handle policy updates, endorsements, renewals and customer support.
- Step 8
Claims Assistance
Claim registration, documentation and follow-up with insurer.
- Step 9
Continuous Support
Annual review, policy update, additional coverage and customer assistance.
Investment for growth
- Mutual Funds Distribution
- Capital Markets – Direct Equity & Portfolio Management Services
- Fixed Income Products
- AIF / SIF / Unlisted Equity
Investment Process
11 steps- Step 1
Finalisation of Financial Goals
- Tenure
- Requirement of Funds
- Final Corpus Requirement
- Step 2
Client Need Assessment
- Step 3
Finalisation of Investment Amount
&Review of Existing Portfolio/ Investment
- Step 4
Finalisation of Asset Allocation
- Step 5
Finalisation of Category Allocation
- Step 6
Selection of Mutual Funds / other investment options & Reason thereof
- Step 7
Investment Structure
- Step 8
Investment Procedure
Choose the method of investing – SIP/ STP/ Lumpsum
- Step 9
Completion of formalities & opening of Account
- Step 10
Start of Investment
- Step 11
Review calendar
- Finalisation of Review Dates
- Goal Review
- Review of Requirement of Funds
- Review of Asset Allocation
- Review of Category Allocation
- Rebalancing if Required
Inheritance for distribution
- Estate Planning, Will Writing & Will Execution Services
- FIDOK (Financial Information & Documentation Kit)
- Family Office Services
Estate Planning Vertical Process
8 steps + 3 post death- Step 1The Need of Estate Planning
- Step 2(FIDOK) List of Assets and Liabilities
- Step 3Details of Beneficiary & Division of Assets
- Step 4Drafting of Documents
- Step 5Finalization of Will
- Step 6Registration of Will
- Step 7Custody of Will
- Step 8Periodic Review
- Step 1Announcement of Will
- Step 2Probate (If Required)
- Step 3Will Execution & Division of Assets
Our Process
We understand that no two people are alike and that each client will have a unique set of objectives. We use a 5-stage process to ensure that the guidance we provide is suited to the client's current circumstances and adapts to their future needs.
Meet and Understand
An introductory meeting for your financial health checkup, to discuss your immediate plans as well as your long-term needs and goals.
Analyze
We analyze and understand your financial, human, and emotional priority of life goals, your current saving potential and the current portfolio mix. We then decide upon your future investment requirements to achieve your goals based on your risk profile & investment horizon.
Plan and Execute
Your Relationship Manager will draw up your individual wealth plan, that will help you achieve your financial goals.
Support
Your Relationship Manager will continue to work with you as your plan evolves in response to your changing needs and circumstances.
Review
Every six months, a two-hour session is conducted by our team to review the strategy, your goals and rework the investment strategy if required.
Sahayak Investment Journey
A structured, disciplined roadmap designed to guide you from initial consultation through execution and ongoing portfolio reviews.
Free Consultation Regarding Existing Investment & Insurance
E-Wealth Demat Account Opening
Finalisation of Financial Goals
Finalisation of Need Assessment
Sharing of Investment Plan
Approval of Investment Plan
Start of Investment Journey
Review Calendar
