Investment & Wealth Management
Portfolio Management
Portfolio management is the science and art of selecting and overseeing a combination of investments to meet long-term financial objectives while managing risk effectively. It involves strategic asset allocation, risk diversification, and continuous monitoring to optimize returns. At Sachhi Advice, we provide expert portfolio management services that free our clients from the complexities of investment decisions. By entrusting us with your financial portfolio, you gain access to professional guidance and a structured investment approach that ensures wealth growth with minimal risk.
Why Choose Sachhi Advice for Portfolio Management?
Equity Investments
Sachhi Advice is an Authorized Business Associate, managing Demat accounts for clients while offering expert services in Equity, Portfolio Management Services (PMS), and Investment Advisory Services (IAP). We simplify equity investments with personalized strategies, expert guidance, and continuous support.
Mutual Funds and SIPs
Mutual Funds provide an accessible and efficient way to invest by pooling funds from multiple investors and allocating them into a diversified portfolio of stocks, bonds, and other securities. One of the most popular and disciplined ways to invest in mutual funds is through a Systematic Investment Plan (SIP).
What is SIP?
A Systematic Investment Plan (SIP) allows investors to contribute a fixed amount at regular intervals (monthly, quarterly, etc.) instead of making a lump sum investment. Starting with as little as ₹500, SIPs make investing affordable and convenient while leveraging market fluctuations for long-term wealth creation.
Benefits of SIP Investments:-
✔ Low Investment Requirement
✔ Rupee Cost Averaging
✔ Power of Compounding
✔ Financial Discipline
✔ Flexibility & Liquidity
✔ Expert Fund Management
Why Choose Sachhi Advice for SIPs?
BONDS
At Sachhi Advice, we provide a safe and reliable way to invest in fixed-income securities that offer stability, predictable returns, and capital preservation.
What is Bonds?
Bonds are a type of fixed-income security where an investor lends money to a corporation, government, or municipality in exchange for regular interest payments and repayment of the principal amount at maturity. They are an essential part of a diversified portfolio, offering lower risk and steady income compared to equities.
Benefits of Investing in Bonds
✔ Steady Income Stream
✔ Lower Risk
✔ Portfolio Diversification
✔ Capital Preservation
Our Bond Investment Options
We offer a range of bond investment options tailored to your risk appetite and financial goals:
✅ Government Bonds
✅ Corporate Bonds
✅ Municipal Bonds
Lumpsum
At Sachhi Advice, we help you maximize your wealth through lumpsum investments, offering higher returns, flexibility, and diversification.
What is lupsum?
A lumpsum investment is a one-time investment where you invest a significant amount in various financial instruments like stocks, mutual funds, bonds, and exchange-traded funds (ETFs). It is ideal for investors looking to capitalize on market opportunities and grow their wealth efficiently.
Benefits of Lumpsum Investment
✔ Potential for Significant Returns
✔ Greater Flexibility
✔ Diversification
✔ Easy Tracking & Management
Our Lumpsum Investment Options
We offer a wide range of lumpsum investment options to suit your risk profile and financial aspirations:
✅ Stocks – High-return investment option with long-term wealth-building potential.
✅ Mutual Funds – Professionally managed investments that pool money from various investors to create a diversified portfolio of stocks, bonds, and other securities.
✅ Bonds – A fixed-income investment option that offers steady returns with lower risk compared to equities.
✅ Exchange-Traded Funds (ETFs) – Market-traded investment funds that offer diversified exposure to stocks, bonds, and commodities with high liquidity.
At Sachhi Advice, our investment experts help you choose the right lumpsum investment strategy based on your financial objectives, risk profile, and market conditions.
Start your lumpsum investment journey with Sachhi Advice today and take a step toward financial growth and security
SWP
At Sachhi Advice, we provide expert guidance to help you manage your investments efficiently while ensuring a regular income stream through a Systematic Withdrawal Plan (SWP).
What is a Systematic Withdrawal Plan (SWP)?
A Systematic Withdrawal Plan (SWP) is a structured investment strategy that allows investors to withdraw a fixed amount from their investment portfolio at regular intervals. It helps investors generate consistent income while allowing the remaining investment to continue growing.
Benefits of SWP
✔ Regular Income
✔ Flexibility
✔ Tax Efficiency
✔ Continued Investment Growth
Our SWP Service Features
✅ Customized Withdrawals – Select the amount and frequency of your withdrawals to match your financial goals and expenses.
✅ Investment Portfolio Management – We manage your investments professionally, ensuring they align with your long-term financial aspirations.
✅ Tax-Efficient Withdrawals – Our experts help structure withdrawals in a way that minimizes tax liability and maximizes your returns.
✅ Expert Advice & Support – Our dedicated team provides personalized financial guidance and market insights, helping you make informed decisions.