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About Us

About company:-

We have been successfully helping clients in their financial decisions since 1998.

We are passionate about educating our clients and helping them in their financial matters. Client centric approach is the key to our enduring relationship and to our long term success.

Our extensive experience helps us to deliver the best solution for our clients financial goals.

We use the best techniques and process to arrive at solution.

We have a well organised back end team and use cutting edge technology software to register and track your investments on real time basis.

Our clients includes HNIs, SMEs, Businessmans, Doctors, Chartered Accountants, IT Professionals and Service class people.

 

Core Values:-

Organisation:- We are a growing company with a passion to help people in their financial decisions.

Objectivity:- Our views are unbiased and we filter impulsive, enticing and deceptive moments.

Proactivity:- Our emphasise is to create an action plan ahead of time.

Education:- We endeavour to enrich clients knowledge in financial matters

Vision:- “Your Goals Our Means”

Mission:-

To kindle the significance of financial freedom, educate and assist them in financial decision and elevate the S.O.U.L (Standard Of Ultimate Living)

To impart financial knowledge to everyone and reinforce relationship.

To assist the clients in taking informed decision and elevate their satisfaction level.

To help them focus on the financial goals.

To ease the process of investing with the technological support, thereby overcoming geographical impediment.

Why choose Saatvik Investments ? 

“Your goals shape your future”

As you embark upon journey to financial goal, you may face many challenges. We help you to create a financial glide-path, unhindered and seamless.

We work with you to anticipate your life transition and to be financially prepared for them, by regularly assessing any potential life transition that might be coming and creating the action plan necessary to address and manage them ahead of time.

We shall experience your journey to financial freedom in sync.

PROCESS DRIVEN :-

Accolades and Achievements

Accredited with MDRT (U.S.A) 7 times - A HIGHEST RECOGNITION AND AN IMPORTANT MILE STONE FOR INSURANCE PROFESSIONAL worldwide.

Awarded for outstanding achievement in selling KEYMAN INSURANCE.

Award in Financial Planning INDIA-CII-UK