Our Story

Years Experience
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The Man Behind Shagun Wealth

Mr. Shagun Sutaria

Our founder Mr. Shagun Sutaria is a determined individual who always held a strong passion for fulfilling people’s financial ambitions. His passion inspired him to set foot in the Wealth industry and the rest is history! With over 25 years of experience, He believes that growth is always better when it is shared with someone and hence he keeps widening his horizons of knowledge and spreading his wisdom. He continues to stay at the forefront of the industry, regularly attends relevant conferences, and continues to pursue educational courses to stay up-to-date with the latest trends and best practices in the industry.

With transparency, integrity, and results being the central idea of the company,  our founder has built a reputation for excellence that is second to none. Started with an AUM worth Rs. 19 Crores in 2009, the company has grown many folds since then and has become one of the industry’s most regarded and successful firms. Our skilled professionals work relentlessly under Mr. Shagun’s guidance to give personalized solutions and unparalleled service to every client.

Mission

Our mission is to provide personalized and comprehensive financial guidance, build lasting relationships based on trust and integrity and empower clients to attain financial independence and security.

Vision

Our vision is to set a benchmark in the industry by catering to clients' financial aspirations with transparency and ethical conduct. Furthermore, the goal is to establish a reputation for excellence, innovation, and reliability in our customers' financial journeys.

Industry Experts

Meet Our Team

We are proud to have a team of enthusiastic experts at Shagun Wealth that are committed to delivering exceptional outcomes for our clients. Our team is rich in experience and brings a wealth of expertise to every project that is worked on. We work collaboratively to ensure that our client’s needs are met with the highest standards of quality and excellence. So, let’s begin the journey of financial freedom and grow together?

Shagun Sutaria

CEO

Karan Sutaria

Operations

- PGDM in (Banking, Insurance, and Financial Service)
- CFP Investment Planning Specialist

Dinesh Patel

General Manager

Shagun Wealth Featured In

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

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. 

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.

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Our Achievement

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