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sachhifinancialservices

Products

Sachhi Financial Services offers a wide range of comprehensive financial solutions to help individuals and families achieve their financial goals and secure their financial future. Our expert team of advisors is specialized in managing clients' money based on their unique needs, risk appetite, and financial aspirations. With a client-centric approach, transparency, and a commitment to excellence, we stand out as a trusted and reliable partner in wealth management.

Mutual Fund

Mutual fund investments work very much like usual investments that are made by some kind of collective sum. While a single individual may have less amount of money for investment purposes, a group of people is likely to have more amount of money at hand. 

Exchange-Traded Fund

The Exchange Traded Funds work as open-ended funds that are generally traded on exchange (BSE / NSE). They are benchmarked against stock exchange index. The funds traded on NSE are usually benchmarked against Nifty.

Portfolio Management Service

Portfolio Management Services (PMS) refer to professional investment services offered by portfolio managers or investment firms to manage the investments of individual clients or institutional investors. PMS is a personalized investment approach tailored to meet the unique financial goals, risk tolerance, and preferences of each client.

Fixed Deposits

Fixed deposits (FDs) are a popular and widely used financial instrument offered by banks and financial institutions. They are a type of term deposit where individuals deposit a specific sum of money for a fixed period at a predetermined interest rate. 

Will Writing

Will writing is the process of creating a legal document that outlines how a person's assets and possessions will be distributed after their death. This document is known as a "will" or "last will and testament." Will writing is a crucial aspect of estate planning, as it allows individuals to specify their wishes and ensure that their assets are distributed according to their preferences.

Equity

The Equity funds are basically funds that invest in shares. They may invest the money in momentum stocks, growth stocks, income stocks or value stocks depending on its specific investment objective.

Insurance

Insurance is a financial arrangement designed to protect individuals, businesses, or other entities from potential financial losses or risks. It works on the principle of risk-sharing, where policyholders pay premiums to an insurance company in exchange for a promise of financial compensation if a covered loss or event occurs.

Bonds

Bonds are considered relatively safer investments compared to equities, making them suitable for conservative investors or those seeking a more stable income stream. However, like all investments, bonds carry some level of risk, including interest rate risk, credit risk, and inflation risk.

Loan Against Mutual Funds

A loan against mutual funds is a financial facility provided by banks and financial institutions that allows investors to borrow money by pledging their mutual fund units as collateral. This type of loan is also known as a loan against units or loan against securities.

Why Choose US??

sachhifinancialservices

Sachhi Financial Services because we are a trusted and reliable Wealth Management company that prioritizes our clients' financial well-being and success. Our personalized approach, expertise, and commitment to excellence set us apart from the rest.

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