covering each stage of financial life journey...client profiling goal planning asset allocation...

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Values that guide us : Our Services : INTEGRITY TRANSPARENCY VALUE ADDITION AT PAR WITH TECHNOLOGY INSIGHTS & INNOVATION MANAGERS PVT. LTD. The More Your Money Works For You, The Less You Have To Work For Money. We help you to understand your life goals and convert them into financial objectives. Just like there are different modes of transport to travel different terrain & destination, Satco Wealth chooses the right vehicle for your investment journey. In this journey, Satco Wealth is your sarathi (guide) to navigate the world of financial instruments like Mutual funds, Equities & Derivatives, Bonds, PMS, AIF, Lending, Forex, NPS, Life Insurance, General Insurance, Health Insurance and Wills and Estate Planning. About Us : Covering Each Stage Of Financial Life Journey 2 $ 1 3 4 Create Preserve Protect Transmit 2 $ Follow : To know more, please feel free to contact us : Email: [email protected] | www.satcowealth.com | +91-22 6170 6700 / 235 | 9820570103

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Page 1: Covering Each Stage Of Financial Life Journey...Client Profiling Goal Planning Asset Allocation Portfolio Reviews Tax Planning Life Insurance General Insurance Health Insurance Wills

Values that guide us :

Our Services :

INT

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TRAN

SPAREN

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VALUE A

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TECH

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INSI

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MANAGERS PVT. LTD.

The More Your Money Works For You,The Less You Have To Work For Money.

We help you to understand your life goals and convert them into financial objectives.Just like there are different modes of transport to travel different terrain & destination,Satco Wealth chooses the right vehicle for your investment journey. In this journey,Satco Wealth is your sarathi (guide) to navigate the world of financial instruments likeMutual funds, Equities & Derivatives, Bonds, PMS, AIF, Lending, Forex, NPS,Life Insurance, General Insurance, Health Insurance and Wills and Estate Planning.

About Us :

Covering Each Stage Of Financial Life Journey

2 $

13

4

Create

Preserve

Protect

Transmit

2 $

Follow :To know more, please feel free to contact us :Email: [email protected] | www.satcowealth.com | +91-22 6170 6700 / 235 | 9820570103

Page 2: Covering Each Stage Of Financial Life Journey...Client Profiling Goal Planning Asset Allocation Portfolio Reviews Tax Planning Life Insurance General Insurance Health Insurance Wills

MANAGERS PVT. LTD.

USPs of Satco Wealth :

Protect Wealth :

Preserve Wealth :

Transmit Wealth :

Create Wealth :

MutualFunds

Equities &Derivatives

Bonds &F.Ds

PMS &AIF

Loans Forex NPS

Client Profiling Goal Planning Asset Allocation Portfolio Reviews Tax Planning

Life Insurance General Insurance Health Insurance

Wills Estate Planning

SATCO Wealth's insightful research to Invest in various financial instruments to create wealth.

SATCO Wealth's cutting edge asset allocation strategies & goal planning tools to preserve & grow

your wealth.

Protect your assets and family's living standard from uncertainties of life by transferring risks to large

institutions at nominal cost.

Utilize SATCO Wealth's expertise in wills & estate planning to transfer wealth from one generation to

another in most cost efficient manner.

Follow :Email: [email protected] | www.satcowealth.com | +91-22 6170 6700 / 235 | 9820570103

thCorporate Office: 402,4 Floor, SilverPearl,Waterfield Road, Bandra(w), Mumbai: 400050

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Flow of Information& content simple tounderstand for investors

Goal based approachas against productbased.

Complete informationof over 1500 funds.

Family Holdingview & executionthrough 1 login.

Hybrid Modelwith online and RM support

Portal supports10 regional languagesapart from English

Extensive In-Houseresearch backedproduct selection7

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