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About Company
Why did we start Sahayak?
We would be lying if we said that we always cared deeply about finance, technology, or investments. Truth be told, those things are not particularly meaningful to us in or by themselves. What we, at Sahayak, are passionate about is helping people live up to their fullest potential, becoming independent, giving them the choice to follow their passion by ensuring they have enough money.
Why did we start Sahayak?
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Step 1
– Meet and Understand
We’ll ask you for an introductory meeting for your financial health check-up and discuss your immediate plans as well as your longer-term needs and goals. These interactions help our Wealth Managers look beyond the numbers and figures by understanding your explicit and implicit needs. We are then able to provide an extensive range of financial products and services specially designed and custom-made for your goals.
Step 2
– Analyze
From gathered data, we analyze and understand the financial, human, and emotional priorities of your life goals, current saving potential, and the current portfolio mix. Using the ‘Financial Hierarchy’ matrix, we identify gaps that need to be fulfilled. This helps to do a complete ‘Need Assessment’ to achieve your life goals in order of priority. After deciding the suitability of the current investments for your goals, we next map your existing investments with your life goals to reach quantifiable figures.
Step 3
– Plan & Execute
Your Wealth Manager will draw up an individual wealth plan for you. Together with our team of tax and legal advisors, they will suggest solutions that will help you achieve your financial goals and execute the plan as decided mutually.
Step 4
– Support
We’ll ask you for an introductory meeting for your financial health check-up and discuss your immediate plans as well as your longer-term needs and goals. These interactions help our Wealth Managers look beyond the numbers and figures by understanding your explicit and implicit needs. We are then able to provide an extensive range of financial products and services specially designed and custom-made for your goals.
Step 5
– Review
From gathered data, we analyze and understand the financial, human, and emotional priorities of your life goals, current saving potential, and the current portfolio mix. Using the ‘Financial Hierarchy’ matrix, we identify gaps that need to be fulfilled. This helps to do a complete ‘Need Assessment’ to achieve your life goals in order of priority. After deciding the suitability of the current investments for your goals, we next map your existing investments with your life goals to reach quantifiable figures.
The Sahayak Process
We understand that no two people are alike and that each client will have a unique set of objectives. Our starting point, therefore, is always taking time to understand your goals and aspirations. We use a 5-stage process to ensure that the advice we give is suited to your current circumstances and adapts to your future needs.
Step 1 – Meet and Understand
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Step 2 – Analyze
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Step 3 – Plan & Execute
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Step 4 – Support
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Step 5 – Review
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Step 6 – Lorem
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Step 1 – Meet and Understand
We’ll ask you for an introductory meeting for your financial health check-up and discuss your immediate plans as well as your longer-term needs and goals. These interactions help our Wealth Managers look beyond the numbers and figures by understanding your explicit and implicit needs. We are then able to provide an extensive range of financial products and services specially designed and custom-made for your goals.
Step 2 – Analyze
From gathered data, we analyze and understand the financial, human, and emotional priorities of your life goals, current saving potential, and the current portfolio mix. Using the ‘Financial Hierarchy’ matrix, we identify gaps that need to be fulfilled. This helps to do a complete ‘Need Assessment’ to achieve your life goals in order of priority. After deciding the suitability of the current investments for your goals, we next map your existing investments with your life goals to reach quantifiable figures.
Step 3 – Plan & Execute
Your Wealth Manager will draw up an individual wealth plan for you. Together with our team of tax and legal advisors, they will suggest solutions that will help you achieve your financial goals and execute the plan as decided mutually.
Step 4 – Support
We’ll ask you for an introductory meeting for your financial health check-up and discuss your immediate plans as well as your longer-term needs and goals. These interactions help our Wealth Managers look beyond the numbers and figures by understanding your explicit and implicit needs. We are then able to provide an extensive range of financial products and services specially designed and custom-made for your goals.
Step 5 – Review
From gathered data, we analyze and understand the financial, human, and emotional priorities of your life goals, current saving potential, and the current portfolio mix. Using the ‘Financial Hierarchy’ matrix, we identify gaps that need to be fulfilled. This helps to do a complete ‘Need Assessment’ to achieve your life goals in order of priority. After deciding the suitability of the current investments for your goals, we next map your existing investments with your life goals to reach quantifiable figures.
Get a free Need Assessment of Your Goals.
0172-4662688,+91-9914146888
Our Philosophy
Right People to Partner
We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.
Our Philosophy
Lorem Ipsum is simply dummy text of the printing and typesetting industry.
Right People to Partner
We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.
Value Added Services
We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.
Client Centric Approach
We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.
Right People to Partner
We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.
Download Our Brochures
Sahayak Associates
Sahayak Billionaire Club
Sahayak Retirement Club
