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  • Sakhare Investment

    Sakhare Investment

    At Sakhare Investments, we don’t just manage money — we build futures.

    Founded in 2003 by Mr. Shailendra K. Sakhare and Mrs. Vijayashree S. Sakhare, both MDRT and Chairman Club members with LIC, our firm blends deep experience with a personal, need-based approach to financial planning.

    The financial planning process at Team Sakhare Investments is a holistic and in-depth exercise to create a customized plan to help the clients achieve their financial goals keeping in mind their needs and wants. Beginning with ensuring whatever the client has is in order and then a thorough fact-finding assisting the client through the entire sales process to help the client take the right decision.

    Services at the clients door step adds a personal touch to all the services provided by the team along with portfolio review from time to time and finally the settlement of the claim. From a humble beginning 24 years ago to one of the leading financial service providers.

    Team Sakhare Investments is known for providing customized financial services, solutions and security with a penchant for analyzing financial needs, security, returns, liquidity and tax benefit. An interaction with the team will do wonders for your fortune. This is what makes them standout from the rest. Through their path – breaking process, seamless team work and flawless execution they have laid the foundation for prosperity and financial freedom for their clients.

    With over 24 years of industry experience, a client base of 8,000+ policies and 3,500+ families served, our team brings expertise across life and health insurance, Mediclaim, mutual funds, the share market, and general insurance.

    We’re known for personalized strategies that balance returns, security, liquidity, and tax benefits — because no two lives, or goals, are ever the same.

    Our working Plan includes Six Simple Steps... 

    • Understanding Client Need & Objectives 
    • Gathering Information 
    • Analyzing The Information 
    • Proposing Various Solutions and Alternatives 
    • Implementing Final Plan as Per Client

    Why Choose Me as Your Financial Advisor? 

    • Sound Industry Knowledge 
    • Varied Range of Products 
    • Flexibility
    • Regular Review of Your Financial Products & Needs 
    • On Time Service