Welcome To Saideep Investments
We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India) And IRDA (Insurance Regulatory and Development Authority).
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
We help clients to achieve their Financial goals with effective and smart investment planning. We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our Vision is: To be the most trusted and preferred financial products distribution company for clients to manage their Financial needs and achieve financial goals.
Our Mission is: To aware people about all the product of Mutual Funds, Health Insurance, Term Insurance. To provide fast track financial solutions & thereby make people enjoy a secured retirement life, secured their Children’s Education and Marriage as well as they can create their wealth…
Why US
Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer...
Client-Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
We offer single-point access to multiple financial products with a holistic need-driven approach & not a product-centric approach.
Focus on Customer Satisfaction:
We come equipped with the right attitude, people, processes, and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value Added Services:
Our Services ensure comfort, convenience, confidence, and control for you in managing your wealth. You would enjoy being always updated on your investments, any time, anywhere.
Right Experience & Skills:
We have over 20 years of experience in the financial advisory and product distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why are in the business. Nothing excites us more than helping our clients achieve their financial goals and dreams in life with our support.
Our Service
Financial Assessment
Portfolio Review
Retirement needs Assessment
Portfolio Restructuring
Goal-Based Assessment
Tax Planning
Some Facts
Experience
Clients
Of AUM
Of Awards
Our Philosophy
Our Team Members
