About Us

Welcome To Saideep Investments

Saideep Investments, Incorporated by Dinesh K Poojary, who is a Financial Advisor with so much passion in transforming lives of many families towards financial freedom. This humble journey started in the year 2004 and currently managing the wealth of 1400+ Happy Families.

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 Services

Financial Planning

Financial planning is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict

Portfolio Review

We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.

Retirement Planning

We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal

Portfolio Restructuring

Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment

Goal-Based Planning

Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan to fund them.

Tax Planning

Tax planning is the process of analysing a financial plan or a situation from a tax perspective.

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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.

Value Added Services

Rich Product Basket

Client Centric Approach

Our Team Members

Mr. Raghupathi Shetty

A Chartered Accountant and Cost Accountant from Mumbai having 25 years of experience in Tax Planning, Audit and Financial Planning. Mr. Shetty specialises in Tax Planning and gives his valuable inputs in minimising tax liability by suggesting tax exemptions and tax-break related investments to clients in India and abroad.