Bank Grade Security & Encryption
Dedicated RM Support
Industry Connect & Networking
Regular Portfolio MonitoringThe people behind Satco Wealth.
Mr. Deepak JaggiDeepak has over 30 years of experience in building retail businesses in financial services that has included his stint in Private Banking, Life Insurance, PMS and Mutual Funds. Worked in organizations like Kotak Securities, Zurich Mutual Fund, HDFC Life Insurance and Deutsche Mutual Fund. His last assignment was with PGIM Mutual Fund as an Executive Director and Head of Retail Sales pan India. He has also authored articles on Wealth Management, Wealth Preservation and need for Estate Planning for investors. Deepak is MBA in Finance & Marketing and holds Bachelor's degree in Computer Science from Pune University.
Mr. Sanjib ParhiSanjib has over 30 years of experience, building retail distribution in insurance, financial services, institutional sales and managing wealth for HNIs. Worked in various organisations like HDFC Life, Financial Technologies, Motorola (Page Point), Ion Exchange and Timeshare industry. His last assignment was with HDFC Life as an Associate Vice President where he worked for 15 years in managing retail agency distribution. Sanjib has done his management (DMM) from NMIMS Mumbai University.
Understand your borrowing options before you apply, from loans against mutual funds and shares to home, business and personal loans, so you can borrow without disturbing your long-term plan.
Amount, purpose and repayment capacity
Rates, tenure and charges at banks and NBFCs
Income, credit score and collateral
With the bank or NBFC you choose
Pledge your mutual fund units and borrow without selling them, so your investments stay invested.
Use shares and bonds in your demat account as collateral for an overdraft-style facility.
Finance a new home, construction or a balance transfer at competitive rates.
Unlock the value of residential or commercial property for business or personal needs.
Working capital and term loans for self-employed professionals and MSMEs.
Unsecured loans for planned expenses such as education, travel or a wedding.
| Salaried | Self-Employed | |
|---|---|---|
| Age | Typically 21–60 years | Typically 23–65 years |
| Income proof | Salary slips and Form 16 | ITRs and financial statements |
| Credit score | 750 or above preferred | 750 or above preferred |
| Work history | 1–2 years | 2–3 years in business |
Keep these handy for a smooth start. We never ask for your full Aadhaar number; a masked copy is enough.
Talk to your relationship manager or start online in minutes.
This page is for information only. Satco Wealth is not a lender and does not arrange or facilitate loans. Loans are subject to each lender's credit approval, terms and conditions.