Empowering you to build wealth for a better tomorrow.

Your path to financial prosperity. Personalized approach, tailored strategies, and expert guidance for individuals and businesses. Let us help you build wealth, protect assets, and secure your future.

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Shagun Wealth

School of Thought

At Shagun Wealth, we offer the most comprehensive wealth-building solutions with an in-depth focus, the same degree of dedication, discipline, and personalized attention for every client. With us, you experience the competence of a large firm while dealing with the ease of a smaller organization.

We have a flexible, transparent, and streamlined working atmosphere and use cutting-edge research. By delivering continuous value, we strive to form long-term working relationships.

Why Choose Us

Reasons Why People Choose Shagun Wealth

Our organization is committed to offering our clients financial services. Here are a few reasons why you should choose us as your financial partner.

Master In The Field

Our expertise lies in equipping you to attain your financial goal.

High Saving Potential

A rupee saved and invested is the new norm because the opportunity cost of staying out of market is high.

Wide Field Of Vision

We provide you a 360° view of the market not limited to equity, but including asset classes that help you to attain financial freedom.

Shagun Wealth Featured In

Our company has been featured on the prestigious pages of CNBC, Business India, India Today, WealthForum, and many more.

Our Services

Guaranteed Professional Services

We offer a range of services that are designed to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to providing top-quality services that are tailored to your specific requirements.

Mutual Funds

An investment vehicle where multiple investors pool their money to buy securities, managed by a professional fund manager.

Life Insurance

A contract in which a person pays premiums to an insurance company in exchange for a lump sum payout to beneficiaries upon death.

Fixed deposit

A form of investment provided by NPFC's in which you put a lump sum in your bank for a fixed tenure at a certain rate of interest.

Loans

A sum of money borrowed from a lender to be paid back over time with interest, used for various purposes such as buying a house, starting a business.

360° Consolidated View

Are you ready to take control of your financial future? That's why we offer personalized financial services.

Stock Broking

Looking to invest in the stock market? Invest in ideas.


Liqui Loans

LiquiLoans is an RBI Regulated Peer-to-Peer (P2P) Non-Bank Finance Company (NBFC) providing a lending platform that connects prime retail (creditworthy) borrowers and lenders in order to facilitate retail loans.

National Pension System

NPS is a retirement benefit Scheme introduced by the Government of India to facilitate a regular income post-retirement to all subscribers. PFRDA is the governing body for NPS.

Schedule a Call with Our Expert Today

We typically respond within 24 hours and will work with you to find a time that works for both parties. Alternatively, you can call us at 079-40033329 during our office hours, which are Monday through Friday from 10:00 AM to 6:00 PM. 

Key To Success

Building trust and empowering welth that will drive growth

Our expertise lies in equipping you to attain your financial goal.

We provide you a 360° view of the market not limited to equity, but including asset classes that help you to attain financial freedom.

A rupee saved and invested is the new norm because the opportunity cost of staying out of the market is high.

Our Achievements

Success in Motion

See what we’ve accomplished and join us in our journey towards even greater success

Testimonials

What Clients Say About Shagun Wealth

Anil Gupta Businessman

The best decision I ever made for my finances. Personalized advice that helped me make smarter investment decisions.

Vikram Singh Manager

Consistently impressed with their level of service and expertise. Helped me achieve my financial goals.

Ritu Sharma Freelancer

Friendly, approachable, and created a comprehensive financial plan that gave me peace of mind.

Pooja Patel Designation

Knowledgeable, professional, and truly care about their clients. Helped me navigate tricky financial situations with ease.

Rohit Kumar Designation

Game-changer for my finances. Helped me save more, invest wisely, and plan for retirement with confidence.

Watch Stock Market Performance

Blog & News Update

Shut Up and Wait

Shut Up and Wait

“Warren Buffet has a net worth of over $98 billion. About 99.9% of his wealth has been acquired

Life-Skills Training by Anantara Academy

Life-Skills Training by Anantara Academy

Life Skills are psychosocial abilities that enable individuals to translate knowledge, attitudes, and values regarding their concerns into

Career Counselling by Anantara Academy

Career Counselling by Anantara Academy

The decision of one’s career is one of the most crucial decisions of our lives. Sometimes, students end

The App Provides You to keep track of your investment and plan; download our App Now.

App allows clients to view their investments in Mutual Funds, Fixed Deposit and Insurance at the click of a button. It also provides a consolidated investment report.

To keep track of your investment & Plan, download our App

provides you with a thorough assessment of your mutual fund portfolio. With the help of the wealth monitor app, you can spot underperforming funds, reduce your risk exposure, and evaluate your fund diversification. It offers numerous calculators for figuring out your future financial investment.

Request A Call Back

Thank you for your interest in our services! Please fill out the form below and one of our experts will contact you as soon as possible.

Our Achievement

Received the Award from SBI Chairman Arundhati Bhattacharya, UTI Chairman, and CNBC Executive Editor Latha Venkatesh.