Sahi Advisory – Best Financial Advisors in Bhopal

Invest with Lalit

Meet the better future here

SAHI ADVISORY provides services, which are best-in-industry with a team of expert professionals and out of the box approach.

Start Investment

Professional and expert advice that help you get superior returns, minimises risk

We are here to manage your finance with experience

We are a client-focused investment and wealth management firm that believes in building long term wealth for our clients through trust-based relationships. Our team has multi-decade experience in delivering high quality wealth management and financial planning services to our high-net-worth clients and their families. Our client’s trust is what drives us to maintain our conscience and discipline even during the most ambitious of markets & that’s how we create value.

Call to ask any question +91- 8349 683486

Lalit Gupta
( Founder / CEO )

OUR SERVICES

Quick Easy Flexible

Mutual Fund

Make mutual fund investment to create wealth over a long term.

Stock Broking

Our team ensures you invest your hard-earned money in the best shares.

Insurance

Panic. Worry. Anxiety. Let none of these trouble you during troubled times.

Fixed Income Products

You can explore alternate option like liquid funds for better returns at very low risk.

NRI Corner

We offers multiple loan products at different interest rates.

Learn to markets

Learn online financial market courses by Sahi Advisory.

STEPS FOR PROCESSING

Take some easy steps for
processing

Free consultation
Our team try their best to assist our customer’s investment queries
Financial Goal Planning
We try to plan the best investment options to achieve your goal.
Fund Analysis Implementation
We do in-depth work to formulate investment strategies.
Target achieved
We review the situation and assesses towards a decision.

Some from our clients

I was not aware about the investment but under Mr Lalit ji everything becomes so easy and understandable. He always stand upfront to give the best delivery to his client and always motivates and encourage for the investment. Really I am so grateful to get such financial advisor who always thinks about the client purpose and need.Thank you

Sandeep Mishra
Research Associate
Jawahar Lal Nehru Cancer Hospital Bhopal

Sahi Advisory provides really valuable suggestions and if we need to get anything done, they do it promptly and give us the acknowledgment for it. I appreciate them for taking care of my financial plans, providing suitable advice for my portfolio and managing it. It relieves so much of my time and offloads significant pressure off me, in terms of managing my financial portfolio.

kalpana Verenya Sawant
( Aviation Technical Consultant )

I would recommend their services for anyone who wishes to have their finances handled. For a returning NRI seeking a peaceful retired life and in need of advice on investment, tax planning, tax filing and organizing financial affairs, Sahi Advisory Investment Planners proved to be the right people. They are always only a phone call away. They provide me with good advice and thus peace of mind.

Deepali Verneya
( Senior Software Engineer )

Our Blogs

Our Latest News

This is where you’ll find our latest work and insights on what we have been working on.

August 2, 2021

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How financial planning can make you a better parent?

August 2, 2021

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What did your school never tell you about personal finance?

August 2, 2021

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How to handle Personal Finance in this Coronavirus outbreak?

See More Blogs

Frequently asked questions

Financial planning with Sahi Advisory provides direction and meaning to your financial decisions. It allows you to understand how each financial decision you make affects other areas of your finances. For example, buying a particular investment product might help you save adequately to finance your child’s higher education or it may provide enough for a comfortable retirement. You can also adapt more easily to life changes and feel more secure that your goals are on track.

1.Zero service charges with Sahi Advisory 2.All investment services under one roof 3.Timely Research & Investment Ideas & Markets 4.Reports & Markets Updates 5.Best Service Provider Platform 6.Learning With Investment

Consider a visit to your doctor. Without complete and fully accurate details, your doctor cannot prescribe the best course of action. The same applies to financial planning. In order to obtain the best service for your ‘financial health’ all details and specifics must be disclosed.

It is useful to everyone. Very few can consider themselves too rich to engage in Financial Planning. There are many instances of highly paid employees who came to financial grief merely because they did not plan for their post-career years. Similarly, even people earning small amounts of income should undertake this process, as it will help them in prioritizing their goals so that their limited income can be used more efficiently.

Typically, information regarding investments held, number of dependants, income and expenditure details, savings and financial planning needs, etc. The more accurate information you give, the better the quality of advice can be.

It is hard to apply a rule of thumb toward savings, because it varies with age and income level. About twenty to thirty percent of your income is a good start. If you find that is too high for you, don’t let that deter you. You can start by putting a little aside each month and then slowly increasing it.

500 +

Happy Clients

1200 +

Live SIP’s

30 +

Awards

50 Cr +

Meet the better future here

We are here to manage your finance with experience