Sanchay Dishari

About Us

Sanchay Dishari is an initiative started in the beginning of the year 2017 by a group of CERTIFIED FINANCIAL PLANNER to provide a direction to our customer savings and investments. We are in a mission to have every individual who is having a savings account, recurring deposit account, Monthly income scheme account as our valued customer and transforming their lives into a wealthy and worry-free life. Our focus is to provide direction to savings pattern and eradicate miss or wrong selling of different financial products. We as CFP professionals provide comprehensive financial planning solution to our customers by signing Letter of Engagement for all their needs and priorities with annual review on the advancement of the executed plan irrespective of the market scenario. Thus transforming the lives of our customers into a happy and worry-free life and providing our customers a wealthy future. Some hard facts of our life those are impossible to ignore----- After Retirement 63% were dependent on children or charity. (As per bureau of Labor) Medical Expenses are rising at the rate of 10% – 12% Year after year. Education expenses are rising at the rate of 12% year after year. Inappropriate tax planning can make you lose your hard earned money as tax payment. Interest rates at banks and post office are decreasing day by day. Are you worried? CALL 9331511222 / Email Us – sanchaydishari@gmail.com

Our Services

Mutual Funds

Equity

Life Insurance

Health Insurance

Liquiloans

Bonds

Smallcases

NPS

Digital Will

FEATURES

Zero Paperwork

Seamless on-boarding, quick and simple

Monitor your Entire Portfolio

See your complete portfolio in a single place, in few clicks

Safe and Secure

Bank Grade Security

Zero Fees

We charge nothing from our Clients

Assistance for Asset Allocation

Get customized Asset Allocation

One Click Transact

In few clicks, Invest/Redeem/Insure, All in hassle-free manner.

Custom Baskets For You

Invest with Pre-Made Baskets

Signup/Login to See All

Invest Towards a Goal

Emergency Fund

Investment for Children

Home

Wealth Building

Vacation

Retirement Planning

Multi Asset Investment App

Access anywhere, anytime

Transact seamlessly, switching between our app and website. Download the APP now

FINANCIAL CALCULATORS

Power of SIP Calculator

Use this calculator to see how small investments made at regular intervals (SIPs) can grow to a large figure over a period of time with power of compounding.

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GOAL SIP Calculator

Plan for your Goals by using this calculator to determine the monthly SIP investments you need to make to reach a particular goal over a period of time.

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