Know About Us?

Let we introduce our self as Financial Planner for your all financial needs

Contact Us Today

Savings Savvy started with an objective of providing all the financial planning and wealth management resources under one roof. We believe in Dedicated Client Service with financial solutions tailored to your Specific needs. We also Believe that there is no substitute of personal advice.

Hence, Savings Savvy is an independent financial advisory company that helps individuals, Businessmen, Families, SME’s, Societies and Trusts in a manner that serves individual end goals.We give professional advice on your most pressing financial challenges and also provide implementation guidance.

We are Single Source Solution provider and handle all types of investments. We assimilates all investments of our clients to bring about a unified and apply sophisticated strategies to ensure fulfilment of their financial goals, in a manner that is tax friendly and efficient.

Founder:

ashish Sharma – Bcom and MBA in Finance with a rich experience in Wealth Management also worked with one of the top asset management company and bank. Several top MNCs invited ashish to interact with their employees and assess the gap between their investment needs and actual yields. The results were eye-opening, he witnessed a gaping chasm between the way costs are inflating in the country and people loosing money due to not managing their financial affairs knowledgeably.

He founded Savings Savvy with the vision of building a world class customer-centric investment advisor, which will be widely respected for its leadership in high quality financial advisory services.

Our advisors are passionate about investment excellence, proud of Savings Savvy values, empathetic to the client's needs and take pride in nurturing a relationship with our clients.

Our entire business model is built around the following fundamental tenets. As a client, you would experience them in every intereaction, right from the start of the relationship, to the investments we recommend, to the successful achievement of your goals.

  1. Objective and Unbiased: We don't manufacture any investment products, nor are we affiliated to any single manufacturer. We help our clients choose the best available products in the market, in line with their personal investment needs – we never “push” any products to earn commissions. With so many choices available our clients value the depth of research, and analytical rigour we bring to the table.

  2. Relationship based approach: Every individual has different circumstances, different needs and aspirations. We believe that there is no "one size fits all" solution, clients are best advised not to look for the next "hot" investment - but sustainable ways to achieve their financial goals in the long-term. We help our clients frame up and articulate those goals, design a customized plan and work very closely until they are achieved. Our clients cherish advice from someone whom they value and trust - two things fundamental to any relationship and we take it very seriously.

  3. Investment Philosophy: There will always be investment fads, products which are the flavor of the season, risky and often unsustainable as instruments. We invest only in quality investments (time-tested and proven), diversify (across people, processes, philosophies) and hold with a long-term view - we believe this to be the key to achieve investment goals. While we could probably earn a lot more by advising our clients to buy and sell frequently, we don’t think this to be beneficial for the client’s investment health. We believe that, whatever is in the best interests of our clients, would also be rewarding for us in long term.

To The Top