Our Financial Services
Investment Planning
Build wealth with smart, structured investment strategies.
- Alpha SIP (Systematic Investment Plan) – A strategic approach to investing in mutual funds, customized based on your financial goals, risk appetite, and investment horizon. Unlike traditional SIPs, Alpha SIPs focus on maximizing returns through market insights, asset allocation, and periodic portfolio adjustments.
- Portfolio Reviews – A comprehensive analysis of your existing investments to ensure alignment with your financial goals. We assess asset allocation, risk levels, and market performance to provide recommendations for optimization.
- General Consultation – For those new to investing or looking for expert advice, we provide one-on-one guidance on market trends, investment strategies, and portfolio structuring.
- Structured Products (ETF & Others) – Explore Exchange-Traded Funds (ETFs) and alternative investment options that provide diversification, liquidity, and cost-effective exposure to different asset classes.
Insurance Planning
Protect yourself and your family with the right coverage.
- Life Insurance
- Term Plans: Cost-effective life insurance providing high coverage at low premiums.
- Endowment Plans: Life insurance with built-in savings benefits, ensuring financial security.
- Health Insurance
- Mediclaim & Family Floater Plans: Cover medical expenses for individuals and families.
- Senior Citizen Plans: Tailored health insurance solutions for post-retirement years.
Goal-Based Financial Planning
Plan ahead for life’s big milestones with structured financial solutions.
- Retirement Planning – A structured strategy to accumulate wealth for post-retirement years. We help you plan early and optimize tax benefits while ensuring financial independence.
- Child Education Planning – Secure your child’s future with dedicated investment plans that grow over time, ensuring sufficient funds for higher education.
- Child Marriage Planning – Financially prepare for your child’s wedding with smart investments in SIPs, fixed-income instruments, and goal-based plans.
- Home Purchase Planning – Structuring savings, loans, and investment strategies to help you afford your dream home without financial strain.
- Complete Portfolio Review & Planning – A 360° evaluation of all financial aspects—investments, assets, liabilities—to align with your future goals.
- End-to-End Financial Planning – Comprehensive financial structuring covering investments, insurance, tax optimization, and risk assessment.
Retirement Income Solutions
Turn your savings into a reliable post-retirement income.
- Systematic Withdrawal Plans (SWP) – Convert your investments into a structured, tax-efficient payout plan to ensure steady post-retirement income without eroding your wealth.
- Post-Retirement Income Strategies – A mix of low-risk investments, SWP, and fixed-income options to maintain financial security in retirement.
Why Choose Team Saan?
- Personalized financial strategies tailored to your needs.
- Expert advice backed by years of industry experience.
- Goal-driven approach to help you achieve financial security.
Start your journey toward smart investing
and financial confidence.
Find out what type of investor you are and get personalized insights to grow your wealth.