Transform your hard earned savings into wealth
Creating Wealth is not about how much you make. Its about how much you keep and for how long you keep it.
Our Services
Mutual Funds
A mutual fund is simply a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective.
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Life Insurance
Life Insurance is a contract by which you can protect yourself against specific losses by paying a premium over a period of time. Since each one of us.
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General Insurance
With medical costs spiraling out of control and the increase in shift to lifestyle diseases, healthcare today is at its all-time high in terms of treatment costs.
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Life Goal Realization
Achieve your life goals like Children's Higher Education, your Daughter's Wedding, a lavish World Tour or Owning an new House/ car with SIP Financial Services.
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Tax Saving
There is more to tax saving than the exemptions available on investment made by you. With right investments, you will pay the right amount of tax.
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About SIP Financial Services
With over 23 years of financial industry experience, SIP Financial services provides unbiased financial services to our esteemed clients including affluent families, foundations, corporate executives and successful business owners who value the in-depth investment approach we bring to the relationship.
We use a disciplined long term approach to investing designed to preserve and grow wealth by balancing risk and return.
23+
Years Experience
800+
Happy Clients
50+
Awards
30+
AMC Partners
Reach your financial destination with surety & safety
Achieve your life goals easily and hassle free with us
Mutual Fund FAQs
KYC can be done both online and offline modes. Please get in touch with us.
Requirements to complete KYC:
1. PAN Card
2. Address Proof (Passport, Driving License, Voter ID, Aadhaar Card)
Yes, we can make Goal based investments. You can invest for Retirement Planning, Child Education, Marriage Planning, Save Income Tax and Wealth Builder and also we let you add Goals and Track their progress against your Current Portfolio Value. Simple.
Growth Option: When investments are made under the – growth option, the payout is made only at the time of redemption of units. Growth schemes do not yield any short term income as all the money invested continues to be invested and compounds until redeemed.
Dividend Option: When investments are made under the dividend option, the payout to the investors is made from time to time, in addition to payout at the time of redemption. The interim payments made by the scheme are known as dividends. The scheme NAV (Net Asset Value) falls each time a dividend is paid out.
Your information is secure with SIP Financial. We value your privacy and your information is safe with us. We will not share with, or make available, your personal information to any third party without your authorization, except if we are specifically directed or mandated to do so under any government Law and Regulation.
