About Us

Welcome to DHANSAGA₹ Investments!

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.

For financial planning DHANSAGA₹ follow a unique process

It is a process of understanding your financial goals, its importance and what change can it make in your life. This helps us to know the priority of the same. When we have a clear picture of what you're aiming for, working towards your goal is easy.
It is a process of analyzing your existing investments, its tenure, its nature and possible risk involved in it. This process will help us in aligning your existing investments to your financial goals.
It is a process where we design an investment pattern and suggest various assets class for you depending upon your financial goal, risk appetite. There is mostly known 3 type of asset allocation.
  • Aggressive
It is a process where we implement the designed financial plan by assisting you to invest in various investment avenues and the paper work of the same. We also take a portfolio review periodically.We are conducting various free seminars on essentials of financial planning and related subject.To know about upcoming seminar please contact us.There is mostly known 3 type of asset allocation.
  • Aggressive
  • Moderate
  • Conservative