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.
Make sure your wealth reaches the people you choose, smoothly and without disputes. We help you organise nominations, draft a clear will with our legal partners and plan the transfer of your assets.
List your assets, accounts and nominees
Choose beneficiaries and an executor
Our legal partners draft; you review
Sign before two witnesses; registration is optional
Without a will, assets pass under succession laws that may not match your wishes, and families often face long delays and paperwork. A clear will, up-to-date nominations and the right structures save your family time, cost and conflict.
A clear, legally valid will prepared with our legal partners.
Making sure every bank account, demat account, mutual fund folio and policy has the right nominee.
For family businesses, minors, dependants with special needs or blended families.
Helping your family transfer investments smoothly when the time comes.
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.
Legal documentation is prepared by independent legal professionals. Satco Wealth does not provide legal advice.