Your Prosperity is our success

Our Solutions

Strategies to Grow, Protect and Transfer Wealth
Go to Financial Planning

Financial Planning

A Dream without a Goal is a mere wish. A Goal without a plan is a mere desire. A Financial Plan works for an investor just like a Light House works for a mid-ocean ship.

Go to Wealth Creation

Wealth Creation

Opportunities don’t happen. They are created. Wealth comes from putting great thoughts into action.

Go to Retirement Planning

Retirement Planning

Implementing a successful RETIREMENT STRATEGY to attain permanent freedom. FREEDOM to do what you like and what you aspired for.

Go to Education Funding

Education Funding

A child without education is like a bird without wings. International Higher Education is now a very costly affair and requires special focus. Are you ready with the funds for your child?

Go to Tax Planning

Tax Planning

Our Tax Savings Solutions help to reduce your tax burden and at the same time, aim to grow your money through equity investments.

Go to Estate Planning (Wills & Trusts)

Estate Planning (Wills & Trusts)

The truth is you don’t know what is going to happen tomorrow. Life is a crazy ride and nothing is guaranteed. Leave assets, not a mess. Its your duty towards your loved ones.

Check out our latest book

"Say Goodbye to herd Mentality" - a fascinating book on Investor Behaviour, authored by Mr. Sameer Rastogi

Are you interested in the stock market? Do you plan to start investing in it? Or have you burned your fingers in the real estate through rash decisions or wrong advice? Have you been swayed by hype and ads that lure you with the promise of quick riches?

Well, then, "SAY GOODBYE TO THE HERD MENTALITY" is a book you must read. History has proved time and again how get-rich- quick offers have fallen flat, leaving investors in a state of financial ruin.

However, we never seem to learn from history. When the next exciting scheme to get rich comes along, we fall for it all over again, leaving us in financial ruin, while the perpetrators of the scams, more often than not, laugh their way to the banks. These boom and bust cycles continue century after century.

In this book, author SAMEER RASTOGI makes a compelling case for how human greed and envy propel us towards financial ruin. The book contains several easy to follow case studies that will implant the seeds of investment wisdom in the minds of every reader.

The Team

Know Your Advisors

Sameer Rastogi

18 years of experience, PG in Finance and has delivered Wealth Management lectures at IIM Lucknow, IBS Gurgaon and IIPM Delhi. Contributed to various newspapers. Strength – Application of Economic fundamentals to Investment

Sonika Rastogi

PG in IT, Sonika has total experience of 12 years. She has worked in the fields of Financial Planning, Investment Advisory, Experiential Learning and Overseas Education. Sonika’s strength lies in Research, Operations and Education.

Rakesh Nath Srivastava

Graduate from SRCC, Delhi and a Chartered Accountant, Rakesh has over 22 years of experience in Taxation, Audit and Estate Planning. His stronghold is taxation and estate planning through WILLs and Trusts.

Abhay Gupta

Operations Manager
With background in e-commerce and IT, Abhay manages operations and backend processes at SAKSHAM Wealth. He is a data cruncher and his expertise with MS Excel helps the team in research.

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