Wealth Planning

"Our wealth management strategies are tailored to your needs"

Child Planning

"Your Child deserves nothing but the best"

Retirement Planning

"Make the rest of your life, the best of your life"

Insurance Planning

"Protecting the “Never Know” Situation"

Why SG Wealth

SG Wealth, one of the leading wealth management service providers, brings all finance-related services under one roof. SG Wealth is a one-stop shop for financial and investment needs where investors can get the best returns on their investments on a user-friendly platform.

SG Wealth provides Lifelong advisory services to affluent clients to build and execute a strategy for their Financial Management. We give access to private, high net-worth individuals and affluent families to customised solutions to make informed investment decisions based on their risk appetite, investment horizons and investment goals.

One Stop Financial Solution

We offer financial Product to meet your short and long-term financial goals. We also offer product which takes care of your liquidity and tax requirement.

Track and Invest Online

Invest Online with SG Wealth offer online platform for hassles free investment and can track your investments at ease

End to End Support

We provide end to end support; from on boarding client till Investment execution. Investment is a dynamic process and we provide the required support.

Our Products

Mutual Fund & SIP

An professionally managed investment vehicle which offer diversification benefits while pursing investment objective of income generation, wealth preservation & wealth creation.

Insurance

Risk management instrument which provides life cover, health cover, property cover. Protects you and your family from financial distress due to unfortunate negative events.

Investment Consulting

As investment consultant, we help our clients overcome investment dilemmas. We work closely with our clients, formulate investment strategies, helping them fulfill their financial needs & goals.

Portfolio Management Services

We are authorized partner to leading Indian PMS provider. PMS product is generally suitable for HNI/UHNI due to the high minimum investment size.

FD & Bond

We advise & assist our investors for investing in company Fixed Deposit & Government of India Bonds. FD & Bonds provides stability in the portfolio context.

Loans

We offer financial trainings on various topics related to investment, financial planning, Investment valuations. We believe in creating financial & investment awareness through trainings.

Our Investment Solution's

Cash Flow Management

Risk Management

Goal Based Planning

Tax Planning

Retirement Planning

Estate Planning

Investor Corner

Buy MF Online

Buy your Mutual fund software here and now, with this, user doesn’t have to wander around for their mutual fund investments. Here they can buy their mutual fund online without facing any hurdle.

Pay Premium Online

Build your investment with paying the little amount of money on the times as a premium, and make a secure premium payment for your existing insurance policies.

Download Forms

Don’t just see it, have it with you, and make it useful in your way, and with this being says, with the download forms facility users can easily download the form, and able to use them according to their comforts.

Financial Calculators

A calculative online financial calculator launched with the advance feature, which helps to calculate the critical financial calculations and number as well make them easy for users to use.

Risk Profile

It’s time to become advance and pay some attention towards your risk profile, because risk is the unavoidable and significant factor of the money market. This facility helps you to check your risk profile, so that you can try to overcome it.

Financial Fitness

How is your financial condition? Are you financially healthy or not? Here's the way to check your financial fitness lets know how your financial condition, so that you can make it much stronger than before and walk towards the future.

Power of Systematic Investment Plan

Invested Amount (₹)

Expected Return (%)

Time Period (Y)

Invested Amount :

Estimated Return :

Total Amount :

Explore Our App

Plan Your Investment

Set your financial goals and determine your risk tolerance. Don't forget to diversify your portfolio.

Choose Mutual Fund

Take a note of the following while choosing a fund - Performance, Expenses and Fund Manager.

Invest

Yesterday was the best day to start your investments. If you missed it, you should start your investments today.

Track Your Fund

Keep a regular track of your fund and contact us in case of any queries.

What Our Customers Say

It was a great experience to be associated with SG Wealth I wanted to let you know that my family and I, are very impressed with the quality and level of service that are received from SG Wealth.

Chandrashekhar Patidar , Web Designer

I have good experience with SG Wealth , also they provide me good suggestion on time to time and very supportive team.

Arun Yadav , SEO Analyst

Feel free to get in touch with us for a better financial future.