- Opening : Mon-Fri 08:00 - 17:00
- Phone: +91-98222 64443
We provide a wide range of comprehensive wealth management services, covering everything from investment planning to estate planning, with the aim of helping you attain financial success.
Through personalized analysis and expert guidance, comprehensive financial planning service aims to help individuals and families achieve their financial goals and navigate the complexities of their financial lives with confidence and clarity.
By combining expertise in investment management, tax planning, estate planning, and risk management, wealth management strategie service assists clients in maximizing their financial resources and creating a solid foundation for long-term wealth accumulation.
Estate planning and wealth transfer services facilitate the smooth and efficient transfer of assets from one generation to the next while minimizing tax liabilities and ensuring the fulfillment of the individual's wishes.
Retirement planning services offer personalized strategies to help individuals prepare financially for their retirement years, taking into account factors such as income, expenses, savings, investments, and retirement goals.
We carefully analyze the tax implications of various financial decisions and leveraging applicable tax laws, these services aim to maximize after-tax income and optimize tax efficiency, ultimately contributing to overall financial health and wealth accumulation.
Through tailored insurance solutions and proactive risk assessment, these services provide protection against unforeseen events, such as accidents, natural disasters, liability claims, and other potential threats, offering peace of mind and financial security.
Through careful analysis, education, and ongoing support, these services empower individuals to make informed financial decisions, optimize their wealth accumulation, and work towards a secure and prosperous future.
Our Consultation service is designed to help you understand and clarify the various features and capabilities of our product or service. Whether you’re a new customer trying to navigate the available options or an existing user looking to maximize the value you get from our offering, this consultation can provide you with personalized guidance.
Sayan Wealth is a financial advisory firm dedicated to helping individuals and businesses achieve their financial goals efficiently and effectively. Whether you’re aiming to grow your wealth, plan for retirement, save for education, or protect your assets, Sayan Wealth provides personalized strategies and expert guidance to help you navigate the complexities of the financial landscape.
Entrepreneur
Sayan Wealth has been a game-changer for my retirement planning. Their retirement specialists provided invaluable advice on optimizing my savings, understanding the complexities of Social Security, and creating a sustainable income stream for my post-work years. I'm grateful for their expertise and ongoing support, which has given me peace of mind knowing that my retirement is well taken care of.
Lawyer
"I approached Sayan Wealth for assistance with managing my investments, and it was one of the best decisions I made. Their team of investment professionals crafted a diversified portfolio that suited my risk tolerance and financial goals. They provided regular updates and insights, ensuring that my investments were aligned with the market trends. Thanks to their expertise, I've experienced steady growth in my portfolio and feel confident in their strategic approach.
IT Professional
Sayan Wealth has been instrumental in helping me navigate complex tax situations. Their tax planning strategies have allowed me to optimize my finances and minimize my tax liability. Their team's knowledge and attention to detail are remarkable. I appreciate their proactive approach in identifying tax-saving opportunities and their commitment to helping me achieve financial success while staying compliant with tax regulations.
HR Manager
We’ve compiled a list of frequently asked questions to help you get the answers you need quickly and easily.
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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"I've been working with Sayan Wealth for the past five years, and they have been instrumental in helping me achieve my financial goals. Their team took the time to understand my unique needs and crafted a comprehensive financial plan that aligned perfectly with my objectives. With their expert guidance and personalized investment strategies, I've seen significant growth in my portfolio and feel confident about my financial future.