Frequently Asked Questions
Saan Wealth
About Saan Wealth
Q: What does Saan Wealth do, exactly?
We simplify personal finance. From mutual funds and insurance to retirement plans and income generation — we help you invest smartly across life stages.
Q: Are you SEBI-registered advisors?
No. Our CEO is an AMFI certified distributor. We don’t offer advisory services but offer well-informed guidance based on your needs.
Q: Who is behind Saan?
Team Saan is led by finance and research professionals with over a decade of experience.
Investments & Services
Q: What is Alpha SIP?
Think of it as a smarter, personalized SIP experience. Built for your goals, with carefully chosen mutual funds and flexibility built in.
Q: Do you offer stock or crypto recommendations?
No. We stick to regulated products like mutual funds, insurance, and income plans. Our goal is long-term wealth, not quick trades.
Q: What’s your passive income plan?
We offer an invite-only strategy using SWPs, debt funds, and other tools to generate consistent monthly income, ideal for stability seekers.
Tools & Consults
Q: What happens when I take your quiz?
You’ll receive a personalized investment roadmap matching your risk personality and goals with apt investment types and next steps.
Q: Is the consultation really free?
Yes. Your first 30-min call is free. We’ll walk through your profile and suggest a path, no pressure to buy anything.
Q: Do I need to share detailed income info upfront?
Not at all. The quiz helps us tailor insights, and you decide how much you’d like to share if you book a consult.
Learning & Courses
Q: Are the Graphy courses paid?
Some are free, some paid. But all are practical, jargon-free, and aimed at helping you take control of your finances confidently.
Q: I’m new to investing. Where should I start?
Start with our quiz and explore courses on SIPs, insurance, and financial foundations. We’ve built it all with first-timers in mind.
Misc
Q: How do I contact Team Saan?
You can email us, or drop a message via the contact form. We’re here Monday to Friday, 9 AM to 6 PM.