Sanchayan Financial Services was established with the belief that effective financial guidance should be structured, transparent, and aligned with each client’s long-term goals.

The firm is led by Atanu Sur, an AMFI-registered Mutual Fund Distributor (ARN-132963) with eight years of experience in portfolio analysis and private wealth advisory.

Our practice primarily serves doctors, entrepreneurs, and retirees who are seeking a more organised approach to managing their personal finances. Doctors often want to create long-term wealth to support professional and personal goals. Business owners frequently need guidance to structure their personal investments while focusing on business growth. Retirees and individuals nearing retirement often seek disciplined financial oversight and thoughtful planning for the years ahead.

Our advisory process begins with understanding each client’s priorities and financial circumstances. This is followed by a structured onboarding process, risk assessment, and clearly defined review cycles that help clients stay informed and engaged.

By providing access to multiple investment avenues such as mutual funds and insurance on a single platform, we aim to simplify financial decision-making while allowing clients to maintain diversification and flexibility.

At Sanchayan Financial Services, our goal is to build long-term relationships grounded in trust, professionalism, and responsible financial guidance, always prioritising the client’s best interests.