Invest Right. Stay Protected. Grow Securely
Empowering you to take control of your financial future — one right decision at a time.
Welcome To InvestSaahi Financial Services
Smart Guidance. Strategic Insights. Simplified Wealth.
At InvestSaahi Financial Services, our mission is simple — to make personal finance clear, actionable, and valuable for every individual and family we work with. Backed by years of experience, we bring a unique edge to financial distribution services.
What sets us apart? A dual-lens approach.
We understand not just investments — but also how people earn. With over 20 years of experience, we bring deep insight into salary structuring, taxation, and investment support tailored to individual financial needs, that aligns perfectly with real-life earning patterns.
We offer our services through personalized guidance after understanding each client’s unique financial needs. Our approach is to empower clients to understand their investments, gain awareness of financial products, and make meaningful progress toward their financial milestones.
Our Service
The Client Desk is a premium offering for our clients that consolidates entire portfolio information, covering every major financial and non-financial product, for an entire family or an organisation.
Why Us
We understand salary structures, retirement policies, employee tax liabilities & benefits, and cost-to-company optimization — and use this knowledge to structure smarter investments.
Product Basket
Mutual Fund
A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.
Equity and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
NPS
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
PMS
PMS offers HNIs customized wealth management solutions, tailored to goals, risk, and investment horizons in India.
Loan against MF
A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
Insurance
Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.
Fund Manger Interviews
Mr. Harshad Borawake
Mr. Mahendra Kumar Jajoo
Mr. Devang Shah
Mr. Shreyash Devalkar
Latest Article
Factor-based Funds: Investing with the Power of Data & Algorithms
The Illusion of Diversification: How to Build a Truly Resilient Mutual Fund Portfolio
5 Must-Have Insurance Policies in Your Financial Portfolio
