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Service We Provide

Our Company is one of the premier Investment Advisory and Financial Planning companies. Mr. Sandip Shah founder of Sapna Investment, had a vision. They foresaw the need for mutual funds that performed regardless of market environment and provided financial professionals and their investor clients with the flexibility needed to respond to both changing market conditions and changing personal investment goals.

Financial Planning

Financial Planning is the process of estimating the capital required and determining it's competition. It is the process of financial policies in relation to procurement, investment of an enterprise.

Retirement Planning

Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals.

Goal Based Planning

Goals-based planning is the process of helping clients prioritize their financial goals and determine the optimal plan to fund them.

Mutual Fund

Mutual funds are basically investment vehicles that comprise the capital of different investors who share a mutual financial goal.

Fixed Deposit

A fixed deposit is a financial instrument provided by banks or NBFCs which provides investors a higher rate of interest than a regular savings account, until the given maturity date.

General Insurance

General insurance or non-life insurance policies, including automobile and homeowners policies, provide payments depending on the loss from a particular financial event.

GIVE SHAPE TO YOUR INVESTMENTS....

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Here's how to help reduce your money stress and get motivated to take control of your finances: Identify your stress points. Give it a positive spin. Be realistic. Make the most of your income. Small steps are key. Keep yourself honest.