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Welcome to Sagar Financial Services


SAGAR FINANCIAL SERVICES was established in the year 2007 with an aim to provide One Point Solutions in Various Segment of Financial Markets.

At SFS we aim to provide a One Point solution to our clients for all their Financial Needs with Simple, Unbiased Professional Advice and Solutions. We offer Services through personal counseling which leads to comprehensive, competent, customized, and best solutions in wealth creation and wealth management. Our approach is to enable our clients to understand their investments, have knowledge of investment products, and that they make proper progress towards achieving their financial goals and financial needs in life.

Strategic Planning Process

We can be your ideal investment partner on your path to become rich.

Create Wealth

Accumulation of assets over a long period of time. A major example of wealth creation is a retirement plan.

Meet Goals

To help you get started on your financial goals through budgeting, saving and building your credit.

Save Tax

Learn more about Different Tax Saving schemes and Investments to reduce the Taxable Income in India.

Be Rich

The key to growing your wealth is to start early and make regular investments and be rich

Our Services

Mutual Funds

We Distribute Mutual Fund products for Short, Medium & Long Term as per one's need. You can choose from various categories as per your requirements.

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Life Insurance

Insurance planning is a critical component of a financial plan that includes evaluating risks and determining the proper insurance coverage to mitigate those risks.

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Retirement Planning

Retirement plans are a definitive way of ensuring that your current lifestyle is maintained years after you stop working. Average life spans are steadily increasing.

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Tax Planning

We identify the whole situation and then with a Chartered Accountant’s Guidance help them effectively reduce the Tax Liability.

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E-State Planning

Create a legacy that provides supports the causes and charities you care about and maintains your values across future generations

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Will Writing

The Indian scenario on succession planning. Newspaper articles suggest that there are more than 95% of people die without writing a Will.

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GIVE SHAPE TO YOUR INVESTMENTS....

Use these financial calculators to help make decisions such as - Here's how to help reduce your money stress and get motivated to take control of your finances: Identify your stress points. Give it a positive spin. Be realistic. Make the most of your income. Small steps are key. Keep yourself honest.

Need Expert Advice
Vacation Planning
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Child's Education
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Retirement
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