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About Us

About us

Welcome to

We are one of the leading firms of Wealth Management and Investment Advisory, registered in 2008. Our online and paperless based model enables you to execute the entire process in a hassle-free manner.
We assist you to achieve your financial goals and dreams through a comprehensive financial plan. Schedule a call with us to achieve your goals and dreams.
Vision

OurVision

To Be the Leading World Class Financial Solution Provider for Individuals, Corporate & Partners.

OurMission

To be a trusted Financial Services Provider along with the best technology & global services model.
Values

OurValues

  • Accountability: Always obliged to our clients.
  • Integrity: Exhibit honesty and integrity at all times
  • Team Work: Working collaboratively with all partners and clients to achieve goals.
  • Customer Commitment: Developing relationships and making a positive difference in our client’s life.
  • Transparency: Our Technology enables transparency.
  • Loyalty: Absolute devotion to our clients.

What do we do?

  • We make a comprehensive Financial Plans.
  • We do Portfolio Management.
  • We help you to buy the Financial Products as per your needs.
  • We provide Insurance Services, visit www.sarsabima.com

Products Offered

  • Mutual Funds
  • All types of Life and General (Health, Fire, etc.) Insurance
  • Corporate and NBFCs FD
  • Non-Convertible Debentures (NCD)
  • Capital Gain Bonds