Sivasam
A reputed name for comprehensive financial and product distribution services
We as a partner firm incorporated in the year and at present have satisfied clients. We will help clients to achieve their financial needs with effective and smart investment needs. We are a certified Wealth Distributor, Mutual Fund, and Insurance distributors recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India).
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our guidance process.
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Our Services ensure comfort, convenience, confidence, and control to you in managing your wealth. You would enjoy being always updated of your investments, anytime, anywhere.
We have years of experience in financial services and products distribution space.
Serving clients is our passion and the reason why we are in the business. Nothing excites us more that helping our clients achieve their financial needs in life with our support.
Mutual Fund
Equity and ETFs
NPS (National Pension System)
PMS (Portfolio Management Services)
Loan against Mutual Funds
Insurance
Asset Class is a often used word in finance, especially investment & portfolio management.
Simply put, financial planning is the process of meeting your life goals through proper management of your finances
Wealth creation is not easy. But neither it is difficult for wise and disciplined investors.
Today you have many options for investment. In fact the options are so many that one often feels confused as to which is the ideal
Mutual funds have witnessed a growth in popularity over the past few years.
Happy Clients
Lacs AUM
Years of Experience
Awards