Empowering Growth
Through Customer Centric
Wealth Solutions
Building wealth, securing futures
Your dreams, our strategy
The Allocation
Conundrum
Mutual Funds
PMS
AIF
Our Core
Competency
Universe of Options
Broad Market Access
Filtered Selection
Research & Analysis
Final Portfolio
Optimized Allocation
The Distinctive Approach
See how our modern approach differs from traditional wealth management
Case 1
Our Approach
Creating risk budgets.
Traditional wealth firms
Your RM is busy selling you products.
Case 2
Our Approach
Implement an investment strategy based on the Growth Efficient Frontier
Traditional wealth firms
Whose portfolios may not cater to your specific needs.
Case 3
Our Approach
Distinctive tax efficient portfolios curated and matched with prolific and consistent fund managers
Traditional wealth firms
Which have a stronger incentive to sell high-commission products
Case 4
Our Approach
Deliver a consistent top down strategy which is alligned to customers
Traditional wealth firms
Bottom up strategy where RM's decide what to sell
At Saksham Investments,
with over 25 years of
experience in the securities
market we have built a solid
foundation of expertise and
integrity, serving a diverse
clientele that includes High
Net Worth Individuals (HNI)
and Ultra High Net Worth
Individuals (UHNI).
Chirag Jain
CEO
Leadership Portfolios
What Are Leadership Portfolios?
Financial market history has taught us that great leaders create consistent compounding. Leaders create moats, consistency & deliver shareholder value. That's what we seek from our competent fund managers. We curate portfolios that compound over time. This requires a systematic and a disciplined approach over long periods of time.
Reflects Thought Leadership
Our asset is a sound management that reflects thought leadership. Our goal is to use these assets to build yours. Over the years, we have built a relationship with our clients that purely reflects trust and credibility. This has helped us seal a strong position as a trusted service provider of wealth solutions amongst all stakeholders and clients.
Our Knowledge
When it comes to investing, knowledge & experience is a necessity. At every step, we aim to empower our customers with the required knowledge to help them make better decisions.
Strategic Vision
Our strategic vision encompasses long-term wealth creation through disciplined investment strategies. We believe in creating value that transcends market cycles and delivers sustainable growth for our clients.
Client Excellence
Excellence in client service is at the heart of everything we do. We provide personalized investment solutions that align with our clients' goals and risk tolerance, ensuring optimal outcomes.
Client Testimonials
"I am grateful for the exceptional services provided by Saksham Investments Wealth as a retired individual seeking professional guidance for managing m..."
Yogesh kapoor
"The team has ensured to build a plan that is most suited to a retired professional like me. As an avid mountaineer I love trekking across the globe. I..."
