Our Certified Achievements
Our clients' faith and trust has acted as a catalyst to make a mark in the wealth management industry. Professional expertise and consistent execution lead to numerous milestones.
Business Management Programme
Issued to: Sandeep Sahai
Advanced studies in strategic leadership, business analytics, corporate finance, market dynamics, and operational management methodologies.
Qualified Personal Finance Professional
Issued to: Sandeep Sahai
Comprehensive designation verifying technical skills in holistic financial planning, tax structuring, asset allocation, and client-centric relationship practices.
Qualified Personal Finance Professional
Issued to: Puneet Kohli
Comprehensive technical standards in personal finance planning, client coaching, wealth protection, and professional ethics.
IFPA Registered Wealth Advisor
Issued to: Puneet Kohli
Recognized membership and advisory certification for maintaining peak professional standards, client integrity, and continuing advisory education.
NISM Series V-A: Mutual Fund Distributors
Issued to: Puneet Kohli
SEBI-mandated standard qualification for mutual fund structures, fund operations, asset classes, valuation methodologies, and legal regulations.
NISM Series X-A: Investment Adviser (L1)
Issued to: Puneet Kohli
First-level SEBI certification for personal finance, risk profiling, retirement planning, insurance products, and investment optimization concepts.
NISM Series X-B: Investment Adviser (L2)
Issued to: Puneet Kohli
Advanced SEBI credential validating mastery in sophisticated wealth planning, tax laws, complex portfolio structures, and advisory code of conduct.
NISM Series VIII: Equity Derivatives
Issued to: Puneet Kohli
Covers options, futures, hedging strategies, trading mechanisms, risk modeling, and clearing/settlement protocols for equity derivatives.
NISM Series XV: Research Analyst
Issued to: Puneet Kohli
Qualifies research capabilities for analyzing macro trends, company financial statements, industry cycles, and performing equity valuations.
Million Dollar Round Table Member
Issued to: Puneet Kohli
Prestigious international recognition representing the top tier of wealth advisors globally, honoring client ethics, dedication, and professional excellence.
NISM Series V-A: Mutual Fund Distributors
Issued to: Sandeep Sahai
Professional standard validation for distributing mutual funds, analyzing scheme portfolios, performance tracking, and explaining risk factors.
NISM Series VIII: Equity Derivatives
Issued to: Sandeep Sahai
Technical qualification covering derivative market operations, index mechanics, option theory, and portfolio risk management.
Paul Harris Fellow Recognition
Issued to: Sandeep Sahai
Honored for exceptional contribution to community service, international humanitarian works, and fostering cross-border alliances and peace.
World Punjabi Organization Life Member
Issued to: Sandeep Sahai
Selected member dedicated to international cultural preservation, cooperative business networks, and high-impact social welfare initiatives.
NJ Premium Business Partner Certification
Issued to: Sahayak Associates
Certified training and systems integration representing best-in-class wealth distributions, technical platform tools, and client advisory execution.
ISO 9001:2015 Quality Management System
Issued to: Sahayak Associates
International standard accreditation for operational systems, process-driven wealth client audits, quality control, and continuous improvements.
Chandigarh Club Ltd.
Issued to: Sahayak Associates
Active participant in Chandigarh’s premier corporate networking hub, collaborating with business founders, policymakers, and civic leaders.
IIM Lucknow Alumni Association
Issued to: Sandeep Sahai
Life member of the prestigious IIM Lucknow alumni forum, actively mentorship-coaching junior MBAs and advising regional business programs.
St. John’s Old Boys Association (SJOBA)
Issued to: Sandeep Sahai
Life member of Chandigarh’s oldest and most influential alumni network, driving regional social welfare programs and youth development camps.
SRCC Alumni Association
Issued to: Puneet Kohli / Sandeep Sahai
Engaged in the network of India’s premier institute for commerce and economics, facilitating trade summits, academic dialogues, and micro-investment insights.
AIWMI Advisory Council
Issued to: Puneet Kohli
Collaborates with the AIWMI council to drive best practices, certification programs, and regulatory standards for private wealth advisory in India.
Network FP Wealth Managers Group
Issued to: Puneet Kohli / Sandeep Sahai
Cooperative member of India’s foremost financial advisory association, contributing to annual symposia, research groups, and ethics workshops.
Chamber of Chandigarh Industries
Issued to: Sandeep Sahai
Contributing to local economic growth, industrial policies, SME business acceleration, and government liaison tasks for corporate development.
MHDSA Alumni Association
Issued to: Sahayak Associates
Active alumni chapter member driving continuing educational forums, human resource development schemes, and executive recruitment panels.