- Office No. 314 Rama Equator Morwadi Pimpri Pune 411018
- contact@skfinancialservices.com
- 9225610001
The decision to embark on an entrepreneurial journey, especially in the hyper-competitive investment management industry, can be an overwhelming one. It is almost impossible to make all the right choices when you are working with organisations. But while such excellence is something we should strive for, and that can be done while we are entrepreneur.
SK Financial Services and SK Investment Services is an investment management firm having more than 19 years experience in wealth management industry. Well equipped to handle Ultra HNI, HNI, corporate and individual customers.
After working with 2 years with Bank and 13 years with TATA Capital Wealth Management we know pulse of wealth management.
SK Investment Services established in November 2018 by me and his wife, Sulakshna. They decided to start their firm as entrepreneurs to give their clients the right choices faster in this hyper-competitive industry. Sulakshna has an MBA in finance and is an HR University topper. Additionally, she is certified by the Association of Mutual Funds in India.(AMFI) and actively manages investments.
Sachin has completed MBA in Finance and marketing and diploma in co-operation and accounting. He has also completed leadership and business excellence course in XLRI.
In a short span of fewer than six years, we have helped over 100 families efficiently and effectively manage their finances and investments.
In a short period we are managing AUM of 180Cr. All thanks to our clients.
We provide several services such as Wealth Management, Financial Planning, NRI Services, entailing assistance for wealth creation in India, Mutual Funds, PMS, FDS, Government and Corporate Bonds, Life Insurance, and Private Equity.
We work with you to simplify your financial lives by creating simple, executable investment solutions. We do this by planning & managing your wealth by selecting the suitable asset class depending on your risk appetite & future goals. We make sure your investment plan suits your needs and requirements best while allowing you to live your life to the fullest. We follow a step-by-step approach to make your plan easier to understand the ins and outs of your plan.
Our experience working with reputed firms makes us strongly equipped to handle the wealth management, investments, and financial requirements of individual & corporate customers. We are well equipped with the expertise required to address every requirement of individuals to manage their hard-earned money. Thus, when our clients entrust us with their wealth, we ensure that each one of them can create more wealth.
We are passionate about your economic success. Our high ethical standards have made us a highly reputed organization for independent wealth management for individual and corporate clients alike. We take pride in being a trusted investment manager who can help you reach your financial goals with honesty, transparency, integrity, and impartiality while maintaining simplicity at all times.
Mission
Our mission is to make financial stability and growth accessible to every Indian by offering tailored financial services and knowledge. We aim to empower individuals through financial education and personalized services, creating a path to financial well-being.
Vision
Our vision is to be the leading provider of holistic financial services in India, transforming lives through financial empowerment. We aspire to set new standards in the financial industry, ensuring that every individual has the opportunity to secure their financial future.
Values
Our core values revolve around empowerment, integrity, client-centricity, innovation, excellence, team spirit, and sustainability. We empower individuals, operate with integrity and transparency, and prioritize our client's welfare above everything else.