- Opening : Mon-Fri 08:00 - 17:00
- Phone: +91-98222 64443
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Happy Clients
Discover the peace of mind that accompanies entrusting your wealth to our expert wealth management services. We are dedicated to helping you grow and safeguard your assets, providing you with the reassurance that your financial well-being is in capable hands. Experience the confidence and security that come from our professional approach to wealth management.
– Founder Sayan Wealth
We at Sayan Wealth focus on “Risk Adjusted Returns” instead of absolute returns. We use technical analysis, behaviour finance and understanding of fundamentals to assess the risk-reward for investing as well as risk-reward for investing in a particular category of mutual fund.
Diversification: Diversification the portfolio across equity & debt and across funds by investing in funds with different portfolio management style.
A fund which has dynamic investment style should be able to change the portfolio the take advantage of the new market conditions. This works better than churning the portfolio to adjust for new market conditions. Maintain a concise portfolio of tried & tested funds with consistent long term track record.
Embark on a fruitful partnership with us to explore the perfect investment opportunities and cultivate your wealth. Allow our expertise to guide you through the intricate realm of investing, empowering you to reach your financial aspirations with ease. Together, we can navigate the complexities of the financial landscape and ensure your goals are achieved.
Don’t let confusion hold you back – schedule a consultation to get clarity on your investment options.Our expert team can help you understand your investment options and create a personalized plan that aligns with your goals.
Founder
With over 17 years of experience in personal finance and wealth management, I began my career as an Advisor at Max New York Life. There, I provided risk management and protection solutions to clients while building strong relationships and guiding them in investing their money wisely. I then progressed to managing High Net Worth Individuals (HNIs) and corporate clients at Kotak Mahindra Mutual Fund and Motilal Oswal Asset Management.
This role gave me invaluable insights into financial markets, products, policies, and risks. My passion for innovation, eagerness to tackle challenges head-on, and determination to excel have contributed to my growth as a Financial Planner. I work within a client-centric ecosystem, serving as a gatekeeper for your financial assets and wealth. My goal is to help you secure your present and future through intelligent investment solutions.
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund,or designing a portfolio that suits your needs.
+91 - 98222 64443
info@sayanwealth.com
Pune, Maharashtra
AMFI registered mutual fund distributor
Our team is dedicated to helping you achieve your financial goals through expert wealth management services and personalized support.
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