About Saan Wealth

Your trusted financial growth partner.

About Saan Wealth

Who We Are

At Team Saan, we believe in empowering individuals with the right financial knowledge and solutions. Whether you’re just starting, growing your wealth, or planning retirement, we provide personalized guidance to help you make informed decisions. Our expertise spans investments, insurance, tax planning, and wealth management—so you can focus on what matters most.

Meet the Minds Behind Team Saan

Sarthak Tuli

CEO – Financial Strategist | Educator | Investor

12+ Years in Financial Markets | AMFI & IRDAI Licensed | NSE Certified

With a career built on trust and expertise, our CEO has advised over 5,000 clients across equities, mutual funds, and insurance.
From retirement plans to wealth creation, he brings deep market insight and a passion for financial education — one that’s inspired 200k+ followers on his personal finance blog.

“I believe in simplifying the complex — so every Indian can build wealth confidently and consistently.”

Anshika Chaudhary

CMO – Marketing Leader | Growth Strategist | Storyteller

14+ Years in crafting Customer – First Businesses | Ex-Microsoft, Expedia | Startup Scaler

Having worked with global tech giants and fast-growing startups, our CMO blends analytical thinking with creative spark. From turning complex financial products into relatable, easy-to-understand offerings, to building trusted brands people connect with, she brings marketing magic to financial solutions.

“At Team Saan, I’m on a mission to make finance not just easy, but personal — with storytelling that connects, educates, and drives action.”

Our Core Values

Integrity

We prioritize transparency and honesty in our financial services.

Excellence

We strive to deliver top-tier financial solutions with precision.

Client-Centric

Your financial growth is our ultimate l.

Our Mission

At Saan Wealth, our mission is to empower our clients with comprehensive financial knowledge and innovative strategies. We strive to create pathways that lead to long-term wealth creation, ensuring that our clients can achieve their financial goals with confidence and clarity.

We believe that informed clients are successful clients. Therefore, we are dedicated to providing personalized guidance and support, helping individuals and businesses navigate the complexities of financial planning and investment management.

Our Vision

Our vision is to be recognized as a trusted financial partner for individuals and businesses alike. We aim to guide our clients toward financial success through our expertise, integrity, and commitment to personalized solutions.

We envision a future where every client feels secure in their financial decisions, equipped with the tools and knowledge necessary to thrive in an ever-changing economic landscape. By fostering lasting relationships built on trust and transparency, we aspire to be the go-to resource for all financial needs.

Testimonial

Real Feedback from Our Valued Clients

"Even while studying, I wanted to plan ahead. Team Saan helped me understand investing and start building for my family’s future with confidence."

Bhavya K, 21,
Commerce Student

"I wanted to make solid, future-ready investments but needed the right guidance. Team Saan helped me cut through the noise and build a long-term plan I actually understand and trust."

Rushil C., 30,
Lead Software Engineer, BNP Paribas

"I wanted my money to grow and still give me flexibility each month. Team Saan got the balance just right, it's structured, tax-smart, and aligned with where I want to go financially."

Sammarth T., 29,
Senior Category Manager, Myntra

"Team Saan has helped me manage my finances with ease. I’ve recommended them to many of my family and friends because they genuinely care and know what they’re doing."

Sylvia F, 61, Executive Officer,
National Stock Exchange of India Ltd.

"As someone who values security and reliability, Team Saan stood out with their structured, no-nonsense approach. I now receive a predictable monthly income, and my capital is safe. It's rare to find financial advisors who care this much about what matters to you."

Ramesh N, 60, Chief Executive,
India Operations, Rai Group

"I was looking for a way to make my investments work harder without unnecessary risk. Team Saan built a smart monthly income plan that fits my lifestyle and long-term goals perfectly."

Ankita K, 27,
Automation Engineer, 3M

"After retiring, managing my savings wisely became my top priority. Team Saan not only simplified my investments but also gave me peace of mind. Their clear guidance and steady returns have allowed me to enjoy retirement without financial stress. Thanks!"

Sanjay J., 50, Senior Finance Manager,
Cheil MEA FZ LLC

"I was new to investing and wanted to build a future for my family. Team Saan made it simple and helped me start with confidence."

Manan, 23, Businessman

"I’ve worked with several advisors before, but Team Saan’s clarity and consistency truly stand out. They cut through the clutter and built a portfolio that aligns with my financial thinking."

Amit Agarwal, 37, Entrepreneur,
Uptown Hospitality

"I’ve worked with Team Saan for a few years now, and what stands out is their structured, thoughtful approach. The advice is always tailored, never generic, and I’ve come to rely on their consistency and clarity in decision-making. It’s reassuring to have a team that understands both the numbers and the person behind them."

Faiz M., 44, CEO, Casava Tech

"What I appreciate about Team Saan is their ability to combine analytical depth with practical solutions. The advice is well-thought-out, transparent, and always aligned with my long-term view."

Siddhartha G., 42,
Associate Director, Razorpay

"With Team Saan, I feel confident that my finances are managed with integrity and attention to detail. Their calm, methodical approach and consistent follow-through give me peace of mind."

Sunita B., 62, Business Owner

Why Choose Us?

Personalized Approach

We take the time to understand your unique financial goals and tailor our services accordingly.

Expertise & Experience

With years of industry experience, our team provides up-to-date financial insights and strategies.

Comprehensive Services

From goal-based investing to retirement planning, we guide you at every financial stage.

Transparency & Integrity

We provide honest, straightforward advice, always prioritizing our clients’ best interests.

Disclaimer: Investments are subject to market risks. Please consult a registered advisor.
Mutual Fund distribution services provided by Saan Wealth are facilitated through a registered AMFI Mutual Fund Distributor ARN: 248571. Saan Wealth, as a brand, acts as an enabler of financial literacy and personalized support, and does not hold separate AMFI registration.