Personalised Financial Planning
Every plan is crafted uniquely for your income, goals, risk tolerance, and life stage—no cookie-cutter advice.
Grow Your Wealth.
Protect Your Future.
Expert guidance in Mutual Funds & Insurance tailored for individuals, families, and businesses. Personalised. Transparent. Goal-based.
AMFI Registered ARN Holder
IRDAI Licensed Agent
SMC Global Securities Partner
10+ Years Experience
10+
Years Experience
250+
Happy Clients
₹ 5 Cr+
Assets Managed
500+
Policies Sold
Why Choose Us
Why Choose Sagar Vyas?
We believe every client deserves personalised advice—not off-the-shelf products.
Unbiased Product Recommendations
We compare options across multiple fund houses and insurers to recommend what's best for you, not just what pays the highest commission.
End-to-End Support & Guidance
From KYC to claims, from the first SIP to retirement withdrawal—we're with you at every step of the journey.
Regular Portfolio Reviews
Markets and life change. We proactively review and rebalance your portfolio to keep it aligned with your evolving goals.
Goal-Based Investing
Retirement, children's education, home purchase, or vacation—every investment is mapped to a specific milestone in your life.
What We Offer
Our Services
Comprehensive financial solutions under one roof.
Mutual Funds
SIP, lump sum, ELSS, goal-based investing, and portfolio management across equity, debt, and hybrid categories.
Learn MoreLife Insurance
Term plans, endowment, ULIP, whole life, and money-back policies to protect your family's financial future.
Learn MoreHealth Insurance
Individual plans, family floaters, critical illness cover, senior citizen plans, and super top-up policies.
Learn MoreTax Planning
Optimise your tax outgo with ELSS, NPS, health insurance premium deductions under 80C, 80D, and 80CCD.
Learn More
Simple Process
How It Works
Getting started is easy. We guide you through every step.
Free Consultation
Understand your current financial situation and goals
Goal Assessment
Define short, medium, and long-term financial milestones
Personalised Plan
Curated investment & insurance strategy tailored to you
Invest & Insure
Execute the plan with handholding at every step
Review & Rebalance
Periodic reviews to keep your portfolio on track
Client Stories
What Our Clients Say
★★★★★
"Sagar helped me start my first SIP with just ₹2,000 per month. Five years later, I have a corpus that I am genuinely proud of. His guidance is clear, patient, and always in my best interest."
★★★★★
"When my husband's health condition led to a hospitalisation, our health insurance claim was settled smoothly thanks to Sagar's proactive support. He didn't just sell the policy—he was there when it mattered most."
★★★★★
"I was confused between ULIP and term insurance. Sagar took the time to explain both products honestly and recommended a term plan + separate mutual fund investment—which turned out to be much better for me financially."