Understand Clearly & Invest Confidently

We simplify finance by providing you easy to understand information and end-to-end service to make informed decisions.

Founded in

2001

Happily serving clients

3,000+

SIP book size

2,50,00,000+

Asset under management

100,00,00,000

About us

We simplify finance to help you manage a vital aspect of our lives, Money. By providing you easy to understand information and guidance to make informed decisions that will help you achieve Financial freedom.

our services

Mutual funds, maximize returns and minimize risk

A mutual fund is a professionally-managed investment scheme, usually run by an asset management company that brings together a group of people and invests their money in stocks, bonds and other securities.  We bring out scores of options in mutual funds for you and advice you about their risk and reward capacity.

Wealth management, secret to meet your financial goals

Wealth management is an advisory service that combines different financial services such as investment management, financial planning, tax planning, and estate planning. Our wealth management advisor is a professional who manages your wealth comprehensively.

Stock market, stay ahead of inflation

The stock market is an exchange of stocks and other financial securities of publicly held companies. It is considered as one of the best ways to grow your wealth in long-term.

Portfolio management, make informed decisions

Portfolio management is an investment advisory service of choosing and overseeing a variety of securities investment to achieve financial goals.

Alternate investment fund, your ticket to exclusive investments

It is a privately pooled investment vehicle sourcing funds from sophisticated exclusive investors in accordance with a defined investment policy for the benefit of its investors.

Peer-to-peer lending, connecting lenders to buyers

P2P lending brings lenders to borrowers removing traditional financial institutions like banks. Now enjoy better returns by directly lending to the borrowers.

Insurance policy, secure your future

Insurance policy is an agreement between insurer (provider) and insured (policyholder). It provides financial coverage for uncertainties of the future. We are financial advisors who will find out the policies which fits your needs like a tailor-made suit.

why choose us

Financial Expertise

The industry is complex, the expertise that we harbor comes with the constant scrutiny of market scenarios in real-time. We worry about your finances so that you don’t have to.

Transparency

Our loyal customer base which has been constantly growing over the years is a testament to our transparent approach towards our client’s finances.

Regular monitoring

It is through regular monitoring that we are able to give time-bound realistic returns on your investments. There is no substitute for hard work.

Data Driven Approach

Our growth within this time span has a lot to do with modern techniques of analyzing data and using it to predict scenarios that plain information fails to predict.

Awards

By
Franklin Templeton
Investments
By
Mirae Asset
Mutual Fund
By
Edelweiss
Mutual Fund
By
Aditya Birla
Mutual Fund
By
ICICI Prudential
Mutual Fund
By
Canara Robeco
Mutual Fund
By
Sundram Mutual
By
SBI Life
Insurance

Testimonials

Being associated with SDK Investments for years now, I can very well say putting trust in them would not be a mistake. Their transparent approach and in-depth knowledge of investments has helped me achieve financial milestones in my life.

Kedariprasad kulkarni

Doctor

I pride myself to be a professional though I must admit money matters was an aspect of life that still confounded me. SDK Investments' approach of explaining financial and investment matters helped me primarily manage my own finances, pay my taxes and also grow my wealth.

Sujay Patil

Software Engineer

Blogs

Learn how to manage your finance with our guidance

Start to take control of your finances with the guidance of our experts. Schedule your free consultation today.

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