SAGAR A SANCHETI, MDRT (USA), CIS, DMC, BSc Qualified, Working as Financial Consultant since 2002.
At present we are serving 700+ satisfied clients from India, Dubai, USA, Australia. Managing Risk under management worth 50 Cr+, Investment under management is worth 10 Cr+. and settling claim more than 15,00,0000.
We are certified insurance and mutual fund Consultant recognized by IRDA and AMFY. We are conducting Comprehensive Financial Reviews & preparing solutions based on Customer needs & Requirements. We will discuss about your goals and create a plan to help you achieve them, which means calculating how much you should save for retirement, Child Future, making sure you have an adequate Emergency fund, all in all, offering Complete Wealth management. We also offer Tax-Planning suggestions and help you re-finance or assist in debt pay-off. We also help you to invest money, either by providing or recommending specific investments.
We are proud member of the million dollar round table (MDRT). A premier association of financial Professionals. Globally, MDRT membership is recognized as the standard of Excellence in the Life Insurance and financial services business.
"Passion, knowledge and a genuine interest in achiving the best for clients is what makes a truly professional financial adviser. Mr. Sagar Sancheti has this and more. His dedication to clients and the way of explaining critical things in a simple and laymans language makes him different from others. I would highly recommend him to anyone wanting to secure future and achieve better financial outcome as well as security."
- Prashant Shinde, Lawyer"Overwhelmed with the services and financial guidance from your side. Your knowledge has helped me to grow my wealth and enjoy the benefits."
- Hemant bayad, Health Counsellor"Have known Mr. Sagar Sancheti for more than 15 years. He is one of the most committed person I have ever met. He has assisted my family with numerous mediclaim application and approvals and is always responsive at a single call. No wonder he is the best insurance management person in Pune"
- Dr.Mayur Kardile, Orthopedic Spine Surgeon"Sagar has been my financial assistant since 15 years. All my insurance policies and investments are under his guidance. I am very fortunate to have him guide my investments. Above all he is a very good friend. I wish him all the best for his future endeavours"
- Naresh Patre"Sagar has been my insurance and mediclaim consultant since over 8 years now. Apart from being a thorough gentleman, he is accurate in his knowledge and trustworthy in terms of information he provides. I can trust him whole heartedly. He has always advised me and my family about the most relevant updates from time to time accurately. We feel safe with him. His follow ups on premium payments are perfect. Never faltered. I am completely satisfied with his services and I wish him all the best. "
- Jaikumar Suchak"Explains everything in simple and clear language so that it is easy to understand. Very good and prompt service"
- Dr.Kumbhare Jayshri, (Govt Service)