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Contact Us

about us

Smart Mutual Fund Solutions for Wealth Growth

Sanchay Financial Services makes mutual fund investing simple and accessible for all. With expert guidance and personalized plans, we help you choose from top-rated mutual funds to grow your wealth confidently. Whether through SIPs or lump sum investments, our transparent platform offers real-time tracking and risk management tools to keep your financial goals on track. Your growth is our priority.

our services

Smart Services to Build, Manage & Grow Your Wealth

At Sanchay Financial Services, we go beyond mutual fund investments to offer a complete suite of financial services designed to support your life goals. Whether you're growing your savings, improving your credit, or seeking funding, our expert team is here to guide you every step of the way.

Mutual Funds

Invest in professionally managed mutual fund schemes tailored to your risk appetite and financial goals.

Portfolio Management Services (PMS)

Personalized investment solutions with expert portfolio management for high-net-worth individuals.

Insurance

Comprehensive protection plans including health, life, and general insurance to safeguard your future.

Goal-Based Investment Planning

Strategic planning to achieve specific life goals like education, travel, or marriage.

Risk & Estate Planning

Protect your wealth and ensure its smooth transfer through effective risk and estate planning.

Retirement & Tax Planning

Build a secure future and minimize tax liability through smart retirement and tax strategies.

National Pension Scheme (NPS)

Invest in NPS to build a stable retirement corpus with tax benefits and pension security.

Portfolio Rebalancing

Regularly adjust your portfolio to maintain optimal asset allocation and maximize returns.

what we do

Driving financial growth and success

We provide expert financial and consulting solutions designed to foster growth, stability, and long-term success.

  • strategic financial planning
  • expert investment advisory
  • risk assessment & mitigation
  • retirement & future planning

Our Features

Top Features We Provide

Explore our range of financial tools designed to simplify your investment journey. From tracking goals to planning SIPs, make well-informed decisions with ease and confidence.

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Portfolio Analysis

Portfolio Analysis

Gain deep insights into your investment portfolio with detailed analytics, performance tracking, and risk assessment to optimize your returns.

Invest Online

Invest Online

Seamlessly invest in a wide range of mutual funds, stocks, and other financial products online with just a few clicks.

Goal Tracker

Goal Tracker

Set and monitor your financial goals, such as retirement or education savings, and stay on track with personalized recommendations.

Research

Research

Access in-depth research reports, market trends, and fund performance data to make well-informed investment decisions.

Chart Data

What Early Investing Can Do

Starting your investment journey early allows your money to grow over time through the power of compounding.
Even small contributions made consistently can lead to significant wealth creation, helping you achieve long-term financial goals with greater ease.

NSE Data

Sensex Data from Inception to Present Date: A Comprehensive Overview

Here is the NSE data from initial to current date.

If you invested ₹1,00,000 10 years ago, its present value would be ₹9,93,993.

The above calculation is made using the Lumpsum Calculator below.

Sensex Data from Inception to Present Date: A Comprehensive Overview

Calculator

SIP Calculator

Monthly investment (₹)
Time period (Year)
Expected Return (%)

how it work

Our process for financial success

Our process is designed to guide you every step of the way. From initial consultation to personalized strategy development.

step-01

Understand the Client's Profile and Objectives

We start by understanding your financial goals, challenges, and priorities to tailor a personalized strategy that suits your objectives.

01

step-02

Recommend Suitable Mutual Fund Schemes

We analyze your risk profile and goals to recommend mutual fund schemes that align with your investment horizon and financial objectives.

02

step-03

Execute, Monitor, and Review Investments

We implement your investment plan, continuously monitor performance, and regularly review it to ensure alignment with your evolving financial goals.

03

faqs

Your most frequently asked questions answered

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Let's Talk

Get in Touch with Us

Have questions or need assistance? Reach out to us today! We're here to provide expert solutions and friendly support.