Welcome to SIFA!

We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments and provide advice that touches every area of your life.

Some Great Features of SIFA

Fee-Only

We get paid for providing objective advice, with your best interests in mind – period. We do not sell products or receive commissions.

Flexible

Meet at the office or virtually. We know your time is precious, so together we’ll create a plan, break it into manageable pieces, and monitor it along the way.

Modern

We utilize the latest technology to enhance our online services, streamline the way we work together, and make information accessible on your terms.

Customized

We view each client as unique. This is reflected in the way we serve you as well as in the plan we develop to help you reach your full financial potential.

OUR OFFERINGS

PMS is a tailor-made professional service offered to cater the investment objectives of different investor

Private Wealth Management is an advisory practice that incorporates Financial Planning, Portfolio Management Services and

As one of the fastest growing economies, India offers NRIs a wide range of investment

A bond can be defined as a debt investment, wherein money is loaned by an

Mutual fund is an investment tool, where funds are collected from different interested investors and

Systematic Investment Plan (SIP) is a disciplined way of investing, where you invest fixed amounts

Are you ready to take control of your financial well being?

If you’re ready to take the next step toward financial independence, we’re ready to help. Working together is easy with our client-driven approach in which we will develop a plan based on your unique needs.

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Case Studies

Psychological understanding of Traders in Stock Market

– The Stock market is a like a battle field. We challenge it to make