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Sachiv Nijhawan | Saisha Financial Services | Kolkata

Sachiv Nijhawan

Saisha Financial Services•Kolkata,WB
172A, Jodhpur Park, Kolkata 68,
Kolkata, WB, 700068
172A, Jodhpur Park, Kolkata 68, Kolkata, WB, 700068
About

Saisha Financial Services is a boutique firm geographically based out of Kolkata serving 120 families across the globe . Sachiv is an engineer , B.E.Mech from D.C.E. , IRDA, AMFI certified practicing CFPCM for 11 years. Archana has cleared her XA and XB SEBI RIA exams , is doing a PG in Commerce . Their elder daughter , Saivi is doing her MBA in Marketing and Finance from IIFT ( Indian Institute of Foreign Trade ) The approach is to provide a personal touch to a complex subject and keep the number of Clients at a level where personalized service is practical . The process is to take stock or evaluate existing portfolio of Clients, assist in identifying clear financial goals and prioritize them , work with them to achieve their goals. Together they take care of all aspects of personal finance . Handholding Clients to achieve financial freedom :-)

Practice at a glance

21
Years of Experience
120
Families Served
₹39
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BTech – Bachelor of Technology

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

Can help you to

Children’s Goals
Organize Financials
Buy a Home
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Sachiv Nijhawan.

30 Minute Q&A — Ask Me Anything
One Page Financial Blueprint
Retirement Readiness Check