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.
A fresh review can make a real difference. We study your existing mutual funds, stocks and other investments for overlap, underperformance, risk and cost, and give you a clear, prioritised action plan.
A CAS from CAMS, KFintech, NSDL or CDSL
Overlap, risk, returns and costs
Walk through the findings with your RM
Prioritised, tax-aware changes
How each fund has done against its benchmark and peers over 3, 5 and 10 years, not just last year.
Funds holding the same stocks add complexity without real diversification; we spot the duplicates.
Whether your overall mix still matches your risk profile and goals.
Expense ratios, exit loads and the tax impact of any change.
Exposure to single stocks, sectors, fund houses or credit issuers.
Whether you are on track for each goal, and what to change if not.
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.
Past performance may or may not be sustained in future. Investments are subject to market risks.