AMFI Registered Mutual Fund Distributor · ARN-353545 ☎ 9717176699 / 9354539966 ✉ Support@sakshamfinserv.com
Saksham Financial Services
About Saksham

Capable Finances. Confident Futures.

Saksham Financial Services is a Gurgaon-based financial services firm that helps individuals and families grow, protect and enjoy their wealth through structured, goal-based planning — not product pushing.

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Saksham team in a client meeting
ARN-353545AMFI Registered MFD
Manoj Bedi, Founder & Managing Director
Manoj BediFounder & Managing Director
Meet Our Founder

Manoj Bedi

Founder & Managing Director, Saksham Financial Services

Manoj Bedi brings more than 18 years of experience in India's financial services industry. In 2009 he founded Reliable Investment, a wealth management practice built on client trust, disciplined processes and long-term relationships. Over his career he has managed client assets of approximately ₹100 crore.

In 2026 he founded Saksham Financial Services Pvt. Ltd. to take this philosophy to a larger platform — bringing together goal-based financial planning, research-driven product selection and a dedicated relationship team under one roof.

His expertise spans personal financial goal planning, mutual funds, portfolio management services, and life, health and general insurance. He believes lasting financial freedom comes not from timing the markets, but from clarity of goals, the right asset allocation and the discipline to stay the course.

18+Years in Financial Services
₹100 Cr+Client Assets Managed
2009Founded Reliable Investment
2026Founded Saksham

Qualifications & Certifications

  • Chartered Financial Goal Planner (AAFM India)
  • NISM Certified PMS Distributor
  • AMFI Registered Mutual Fund Distributor
  • IRDAI Certified — Life, Health & General Insurance
Company Profile

Built on Trust, Driven by Purpose

Saksham team with clients
18+Years of Experience

Our Story

Saksham Financial Services Pvt. Ltd. was founded in 2026 by Manoj Bedi, who brings more than 18 years of experience in wealth management and the legacy of Reliable Investment, the practice he established in 2009.

'Saksham' means capable — and that is exactly what we aim to make every client: financially capable of achieving the goals that matter most to them. As an AMFI-registered Mutual Fund Distributor (ARN-353545) based in Gurugram, we bring together mutual funds, bonds, fixed deposits, NPS, PMS, AIFs and insurance from India's leading institutions under one roof.

Our team works closely with every client to understand their aspirations, responsibilities and comfort with risk, and then builds a structured plan that is reviewed regularly as life evolves. Long-term relationships, transparent processes and consistent service remain at the heart of everything we do.

Our Mission

To make quality, goal-based financial solutions accessible to every Indian family, and to help our clients build, protect and transfer wealth with discipline and transparency.

Our Vision

To be among the most trusted names in wealth management, recognised for integrity, long-term relationships and the financial success of the families we serve.

Our Core Values

Integrity

We place your interests first and act with honesty in every recommendation and transaction.

Transparency

Clear communication on products, costs and risks, with no hidden surprises.

Discipline

A process-driven approach that keeps your plan on course through every market cycle.

Commitment

Long-term relationships built on responsiveness, reliability and regular reviews.

The Saksham Promise

What SAKSHAM Stands For

Every letter of our name reflects a commitment we make to your financial well-being.

  1. S

    Security

    Protecting your capital, income and family with the right risk cover.

  2. A

    Allocation

    Disciplined asset allocation matched to each goal and time horizon.

  3. K

    Knowledge

    Research-driven insights and investor education at every step.

  4. S

    Strategy

    Personalised, goal-based strategies with clear numbers and timelines.

  5. H

    Holistic

    A complete view of investments, insurance, taxes and estate.

  6. A

    Accountability

    Transparent reporting and regular reviews of your progress.

  7. M

    Milestones

    Turning life goals into milestones achieved on time.

Who We Serve

Solutions for Every Stage of Life

We partner with individuals, families and businesses who value disciplined, long-term wealth creation.

01

Salaried Professionals

Systematic wealth creation, tax efficiency and planning for major life milestones.

02

Business Owners & Entrepreneurs

Managing surplus funds, separating business and personal wealth, and succession planning.

03

Doctors & Independent Professionals

Building a disciplined portfolio alongside a demanding practice, with adequate protection.

04

Non-Resident Indians

Investing in India with compliant, convenient and well-monitored solutions.

05

Retirees & Pre-Retirees

Preserving capital while creating a dependable, inflation-adjusted income.

06

Families & Young Investors

Starting early for children's education, marriage, home and long-term security.

Why Choose Saksham

A Partner You Can Rely On

We combine the reach of India's leading financial institutions with the personal attention of a dedicated relationship team — so that every decision you make is informed, disciplined and aligned with your goals.

1500+Happy Clients
18+Years of Experience
25+AMC Partners
100%Goal Focused

  • AMFI-Registered Distributor

    Registered with AMFI (ARN-353545) and committed to the industry code of conduct.

  • Access to 25+ AMCs and Leading Insurers

    A wide choice of products, so solutions fit you rather than a single provider.

  • Goal-Based Planning

    Every investment is linked to a specific goal with a defined timeline.

  • Transparent and Unbiased Process

    Clear disclosure of products, costs and risks at every stage.

  • Dedicated Relationship Team

    A single point of contact who knows your family and your goals.

  • Digital Convenience

    Paperless onboarding, online transactions and round-the-clock portfolio access.

Our Approach

A Structured Path to Financial Clarity

Six clear steps that take you from where you are today to where you want your wealth to be tomorrow.

  1. 1

    Discovery & Goal Assessment

    An in-depth conversation about your life goals, priorities and financial aspirations.

  2. 2

    Financial Health Review

    A complete review of your income, assets, liabilities, insurance and taxes.

  3. 3

    Gap Analysis

    Identifying risks, shortfalls and opportunities in your current finances.

  4. 4

    Strategy Design

    A personalised financial plan tailored to your specific goals and situation.

  5. 5

    Implementation

    Guided, step-by-step execution of every element of your plan.

  6. 6

    Review & Monitoring

    Ongoing performance tracking and plan refinement as your life changes.

Let's Build Your Financial Roadmap

Meet our team for a no-obligation discussion about your goals.

Schedule a Meeting