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.
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.
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.
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?
Our company has been featured on the prestigious pages of CNBC, Business India, India Today, WealthForum, and many more.
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.
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Shagun Sutaria Stock Broking Pvt Ltd. | AMFI Registered Mutual Fund Distributor (ARN-31899). | Current ARN Validity:05/10/2024. | Date of Initial Registration: 05/10/2018.
Shagun Sandeep Sutaria. AMFI Registered Mutual Fund Distributor (ARN-2550). | Current ARN Validity:01/04/2027. | Certification Number: 2430048314. | Date of Initial Registration: 12/12/2003.
Disclaimer: Shagun Sutaria Stock Broking Pvt Ltd [AMFI Registered Mutual Fund Distributor]. This website does not have regard to any specific investment objectives, financial situations, and the particular needs of any specific person. Mutual Fund Investments are subject to market risks, please read the offer document carefully before investing. Investors should seek financial advice regarding the appropriateness of investing in any securities or investment strategies and should understand that statements regarding future prospects may not be realized. There is no assurance or guarantee of the objectives of the Portfolio strategies being achieved. These are not Exchange-traded products and Shagun Sutaria Stock Broking Pvt Ltd is just acting as a distributor. All disputes concerning the distribution activity, would not have access to the Exchange investor redressal forum or Arbitration mechanism.
“Mutual fund investments are subject to market risk. Please read all scheme-related documents carefully before investing.”
The company makes no warranties or representations express or implied, on products offered through the company. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
Clients can address their complaints by mailing us at shagunsutaria@gmail.com or by calling us.
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