AboutSatyam Investments
Satyam Investments is a leading Mutual Funds, Insurance and other Financial Products Distributor in Gujarat since 1963. It has over six decades of rich experience in Financial Products Distribution.
The "Customer First" philosophy is deeply ingrained in the all members at Satyam Investments. The team aims to bring the best to the customers in terms of:
The "Customer First" philosophy is deeply ingrained in the all members at Satyam Investments. The team aims to bring the best to the customers in terms of:
-
Range of Products and Services offered
-
Quality Customer service
We pride ourselves on excellent customer service and our vast pool of experience over the 60+ years. The markets may fluctuate, but our dependability never does.
VISION : Creating Wealth, Transforming Lives.
MISSION : To help customers achieve their long-term financial goals through prudent asset allocation and right financial products.
PHILOSOPHY : Doing What is Right for our Customers.
Satyam Investments prides itself on being a professionally managed, quality focused and customer-centric organization.
Our strength lies in the strong domain knowledge in the management of Mutual Funds distribution, Insurance distribution and other Financial Products Distribution as well as delivery of sustainable value to Customers with support from a cutting-edge technology platform.
We believe that investing should not be a complicated process. Hence we strive for simplicity in all our operations.
Asset Allocation Based Approach:
Asset Allocation Based Approach:
-
Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward.
-
By adjusting the percentage of each asset in an investment portfolio according to the investors needs such
-
Risk tolerance
-
Financial Needs
-
Investment Time Frame
-
-
And the focus is on the characteristics of the overall portfolio to get “Risk-Adjusted Returns” over a long period.
Satyam Investments is a leading Mutual Funds, Insurance and other Financial Products Distributor in Gujarat since 1963. It has over six decades of rich experience in Financial Products Distribution.
The "Customer First" philosophy is deeply ingrained in the all members at Satyam Investments. The team aims to bring the best to the customers in terms of:
The "Customer First" philosophy is deeply ingrained in the all members at Satyam Investments. The team aims to bring the best to the customers in terms of:
-
Range of Products and Services offered
-
Quality Customer service
We pride ourselves on excellent customer service and our vast pool of experience over the 60+ years. The markets may fluctuate, but our dependability never does.
VISION : Creating Wealth, Transforming Lives.
MISSION : To help customers achieve their long-term financial goals through prudent asset allocation and right financial products.
PHILOSOPHY : Doing What is Right for our Customers.
Satyam Investments prides itself on being a professionally managed, quality focused and customer-centric organization.
Our strength lies in the strong domain knowledge in the management of Mutual Funds distribution, Insurance distribution and other Financial Products Distribution as well as delivery of sustainable value to Customers with support from a cutting-edge technology platform.
We believe that investing should not be a complicated process. Hence we strive for simplicity in all our operations.
Asset Allocation Based Approach:
Asset Allocation Based Approach:
-
Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward.
-
By adjusting the percentage of each asset in an investment portfolio according to the investors needs such
-
Risk tolerance
-
Financial Needs
-
Investment Time Frame
-
-
And the focus is on the characteristics of the overall portfolio to get “Risk-Adjusted Returns” over a long period.
OurServices
Life Insurance
Term Insurance
Guaranteed Income Solutions
Unit Linked Insurance Plans
Health Insurance
Domestic & Global Insurance
Personal Accident Insurance
Vehicle Insurance
Passenger Vehicles
Commercial Vehicles
Home & Property Insurance
Fire & Burglary Insurance
Mutual Funds
Lumpsum & SIP
SWP (Systematic Withdrawal Plan)
Life Goal Based Investment Plans
Children Higher Education & Marriage
Retirement Plans
Guaranteed Lifelong Pension Plan
Mutual Funds based Regular Plans
PMS & SIF
Specialized Products for HNI Investors based on Risk Tolerance
NRI Investments
Mutual Funds & Life Insurance & Guaranteed Income
Secured Company Deposits & Debentures
Fixed Tenure Deposits, Bonds & Debentures
Loan Against Securities
Availing short term liquidity against assets
Postal Savings Schemes
Post office Savings Schemes
Satyam Investments - At a Glance
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Happy
Investors
Investors
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SIP
Accounts
Accounts
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Families
Insured
Insured
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M.D.R.T / C.O.T
Membership
Membership
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Years of
Experience
Experience
We cater to customers across different parts of India as well as different parts of the Globe.
AUSTRALIA | CANADA | UAE | UK | USA | MIDDLE EAST | EUROPE | SOUTH AFRICAN COUNTRIES
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