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Introduction

Satyam Investments Pvt. Ltd. is one of Rajkot’s Premier Financial Consultancy Services with more than 50 years of experience in helping people protect and grow their wealth. We’ve assisted thousands of clients in achieving their goals and fulfilling their dreams.

But what sets us truly apart is the deep personal relationship we share with each of our clients.

We pride ourselves on excellent customer service and our vast pool of experience over the past 5 decades. The markets may fluctuate, but our dependability never does.

Personalized Investment Services: We create a thorough analysis of income, current and future financial needs, and take time to discuss your personal and professional aspirations.

Our Financial Assessment Tool is a unique scientific method that takes an all-round view of investments using 3 steps:

  1. Need Analysis: The process begins by filling the need analysis form - which helps in understanding an individual's financial responsibilities and goals using a thorough analysis of income, profiling current and future financial needs, and discuss his personal and professional aspirations.
  2. Scheme Selection: Need analysis gives comprehensive insight into financial life of our clients, which helps us choose the best financial instruments to meet their aspirations. On the basis of this, we devise a comprehensive, customized and unbiased investment choice for the person best suited in his interest.
  3. Efficient Execution: Once the scheme selection is done, we would ensure prompt client service support like timely updates, portfolio reviews, re-balancing and much more to keep track of client's investments and remind them for corrective actions, if necessary.

Incredible Range of Financial Products: as authorized distributors of financial products, we are truly unbiased in scheme selection and efficient execution for you.

We help in need analysis, scheme selection and efficient execution through our financial assessment tools.

We offer an incredibly diverse range of financial products and personalized services.

Serving over 1 lakh investor clients.