What We Offer
Saksham brings together a carefully selected range of financial products for wealth creation and protection products to safeguard what you build — all under one roof, managed by one dedicated relationship team.
Our financial products include mutual funds, Specialised Investment Funds, PMS and AIFs, GIFT City funds, bonds, corporate deposits and NCDs, and the National Pension System. Our protection products cover health, life, general and motor insurance for individuals, families and businesses.
Every recommendation starts with your goals and risk profile, not with a product. This ensures that each product in your portfolio has a clear purpose.
Why Do You Need the Right Products?
Growth and Protection Together
Wealth creation and risk protection must work hand in hand. One without the other leaves your plan incomplete.
Purpose-Built Portfolios
Different goals need different products — the right mix improves outcomes and reduces unnecessary risk.
Cost and Tax Efficiency
Choosing appropriate products and structures can meaningfully improve post-tax, post-cost returns.
Simplified Management
Consolidating investments and insurance with one team makes tracking, reviews and claims much easier.
Why Choose Saksham?
We offer breadth of choice with the discipline of a goal-based process.
25+ AMCs and Leading Insurers
A wide choice so that recommendations fit your needs rather than a single provider.
Goal-Based Selection
Every product is linked to a specific goal or risk.
End-to-End Service
From onboarding and transactions to claims and redemptions.
Regular Reviews
Portfolios and policies are reviewed so they remain relevant as life changes.
Our Process
- Understand Your Objectives Your goals, time horizon and liquidity needs.
- Assess Your Risk Profile A documented assessment of your risk capacity and tolerance.
- Research & Shortlist Products evaluated on consistency, process, quality and costs.
- Invest & Implement Your allocation executed with paperless onboarding.
- Monitor & Optimise Ongoing tracking, reporting and rebalancing.
Start Your Journey Today
Speak with our team for a personalised, no-obligation discussion.
Frequently Asked Questions
Do you offer products from multiple companies?
Yes. We work with 25+ mutual fund houses and several leading insurance companies, along with other regulated product providers.
Is there a cost to speak with your team?
No. The initial discussion to understand your requirements is free of charge.
Can I manage everything online?
Yes. Onboarding is paperless, and you can track your investments through our online portfolio access.
How do you decide which product suits me?
We begin with your goals, time horizon, risk profile and existing portfolio, and then shortlist suitable options across providers.
Will you help with insurance claims?
Yes. Our team supports you and your family with documentation and follow-up during claims.