A Few Words About Who we are
What we had in mind while starting Sanchayan Financial Services was the sole intention to help bring about financial stability and services to the people who did not know how. Now we are providing more than 200+ individual investors across India. We have plans of expanding further.
At Sanchayan Financial Services, we believe true financial freedom is built, not found. Our passion is to help hard-working Indians secure their future by creating lasting value through strategic, long-term investment planning. Unlike the noise of short-term markets, we offer a dedicated pathway for accumulation, focusing on robust solutions and ethical services that stand the test of time. We do what we do because we are committed to being your authentic partner in securing a prosperous future for your family and your goals.
Key benefits for Our Customer
- Single Window Multiple product. Mutual fund, health insurance, life Insurance, Vehicle Insurance, travel insurance, Loans, NPS, Company deposit, Bank FD, Bond
- Free account creation
- Free Mobile application access for your portfolio realtime basis.
- No Advice Fee
- Lifetime access.
- Global Standards.
- Market tracking information
- Financial Planning and Goal settings report completely free.
Secure Your Future: Global Investments, Built in India.
Sanchayan Financial Services ensures your long-term investment journey is globally accessible, secure, and fully transparent. All client transactions are executed with the integrity of the BSE (Bombay Stock Exchange), while our internal operations are streamlined by Zoho, a reliable, world-class Indian technology suite. For your peace of mind, every interaction is secured with a 24x7 SSL connection, and our dedicated, India-built mobile application grants you real-time tracking and continuous communication, ensuring seamless access and management of your financial accumulation from anywhere in the world, without being bound by geography.
The Sanchayan Long-Term Investment Philosophy
At Sanchayan Financial Services, our philosophy centers on disciplined accumulation, treating investment not as a sprint, but as a commitment to sustainable financial security. We guide our clients past the volatility of short-term market noise by implementing strategic, robust solutions designed to compound value over decades. Our approach is founded on rigorous research, ethical advising, and a commitment to transparency, ensuring that every allocation is focused on securing enduring financial value and aligning seamlessly with your most critical, long-range goals.
Our Business
Productions
1. Systematic Investment Plans (SIPs)
Sanchayan Disciplined SIPs
2. Tax-Saving Investment Schemes
Sanchayan Tax-Strategic ELSS
3. Goal-Based Investment Solutions
Associates
Our associates play a major role in increasing our investment performance.
Embark on your financial journey with Mutual Funds: where growth meets opportunity, and your aspirations find a path to flourish.
Personal loans serve as versatile financial tools, providing individuals with a lump sum amount for various needs, from debt consolidation to unexpected expenses. These loans offer fixed interest rates and flexible repayment terms, making them accessible for diverse financial situations. Borrowers can use personal loans to cover medical bills, home improvements, or other immediate financial needs. Before opting for a personal loan, it's essential to assess your financial capability and consider the terms, interest rates, and repayment plans offered by lenders.
Prioritize your well-being with our tailored health insurance coverage. We are dedicated to providing financial protection and support, ensuring peace of mind for you and your loved ones in every step of your health journey.
We help our clients for their requirement
Life insurance is a crucial financial tool providing a safety net for loved ones in case of death. It ensures financial security, settles debts, aids in estate planning, and may offer tax advantages. Types include Term, Whole, and Universal Life Insurance, each catering to different needs. Consulting with a financial advisor is key to choosing the right plan for your family's future security.
Why Invest in NPS (National Pension System) in India?
Investing in NPS offers significant advantages for retirement planning in India:
Tax Benefits: Enjoy tax deductions up to ₹2 lakh per annum.
Flexibility: Choose from various investment options and fund managers.
Long-Term Wealth Creation: Designed for disciplined savings and retirement planning.
Low Cost: Offers cost-effective fund management charges.