SBI MUTUAL FUND

SBI Mutual Fund is one of the largest and most trusted mutual fund companies in India.

Online Investment Platform

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HDFC MUTUAL FUND

HDFC Mutual Fund is one of the leading and well-established mutual fund companies in India.

SBI LIFE

Associated with SBI Life for more than 8 Years
As a Life Mitra I take great pride in providing life insurance advice to countless individuals and families. With a greater purpose of making people aware of the importance of life insurance, I have has the great fortune of earning trust, respect and life long friendship with my customers. My ultimate aim will always be to help people plan towards protecting their financial future

ICICI MUTUAL FUND

ICICI Prudential Mutual Fund is one of the largest and most trusted mutual fund companies in India.

Care Health

SAURABH KUMAR TRIVEDI is IRDAI certified insurance advisor with extensive experience in insurance industry. He has been part Care Health Insurance’s team since 23-JUN-22 and has enabled many individuals and their families get comprehensive coverage at an affordable price by helping them choose a plan, best suited to their needs, from our wide range of insurance solutions.

10 +

Years

Experience

Why Choose Us

पेशेवर अनुभव (Professional Credibility)

  • पेशेवर अनुभव (Professional Credibility)
  • अलग-अलग सेगमेंट्स की ताकत (Diversified Expertise)
  • क्लाइंट के प्रति नजरिया (Client-Centric Vision)

30

+

Insurance Policies

455

+

Awards WON

150

Skilled Agents

​”सौरभ: आपका विश्वसनीय वित्तीय सारथी। सही मार्गदर्शन, स्पष्ट आंकड़े और सुरक्षित भविष्य।”

Saurabh Trivedi

CEO / Founder

Why Your Choose Us ?

Few Reasons for People Choosing Saurabh Trivedi as a Mutual Fund Distributer

पेशेवर अनुभव (Professional Credibility)

“100 से अधिक परिवारों के वित्तीय भविष्य को संवारने का अनुभव। हमारी विशेषज्ञता सिर्फ निवेश में नहीं, बल्कि आपके सपनों को हकीकत में बदलने में है।”

आपके काम का पैमाना (Scale of Work)

​”वर्तमान में 31 से अधिक सक्रिय SIPs और लाखों के एसेट मैनेजमेंट (AUM) के साथ, हम निरंतर प्रगति की ओर अग्रसर हैं। हमारा लक्ष्य 2031 तक अपने क्लाइंट्स को आर्थिक रूप से स्वतंत्र बनाना है।”

अलग-अलग सेगमेंट्स की ताकत (Diversified Expertise)

​”हम एक ‘One-Stop’ वित्तीय केंद्र हैं जहाँ Mutual Fund, SBI Life, Care Health और Turtle mint के माध्यम से हम आपकी बचत और सुरक्षा दोनों का ध्यान रखते हैं। हमारा मानना है कि एक सही पोर्टफोलियो वही है जो हर मौसम में आपका साथ दे।”

What Clients Say About Us

“I trust SBI Mutual Fund for my long-term goals — they give consistent performance with low risk.”

Sonam

Founder/ CEO

“My experience with ICICI Prudential Mutual Fund has been excellent — timely updates and great returns.”

Ashish Jain

Founder/ CEO

“HDFC Mutual Fund helped me grow my savings smartly and professionally.”

Kishore

Founder/ CEO

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