About Us

About Us
SAS Investments is One-stop shop for your financial well-being and investment needs. Our key differentiator lies in our ability to conduct accurate analysis of an investor’s current financial situation, set up realistic financial goals and offer sincere suggestions to achieve financial well- being at every stage of life.
As a trustworthy, value-driven organization, we strive for the highest level of transparency and integrity and offer unbiased suggestions to protect our customers’ interests.
Why SAS Investments
We’ve built a loyal client base by following simple yet effective principles and strategies tailored to meet each client’s unique needs and aspirations. Our success stems from consistently delivering personalized solutions and earning our clients’ trust.

SANGITA SHIMPI CWM®, Co-Founder
Led by Sangita Shimpi, a Chartered Wealth Manager, SAS Investments is ready to offer a wide array of investment options. With over 23 years of exceptional experience in Financial Well-being, Risk Management, and Real Estate Investments Services, Sangita stands out in the field. Her vast knowledge, honed while managing Corporate and HNI Customers at HDFC Life, speaks volumes about her capabilities. Furthermore, her expertise in training and managing over 100 elite Independent Financial Advisors highlights her prowess in implementing best practices for financial well-being.
An award-winning professional, Sangita Shimpi has conducted numerous Investment Awareness Programs for MNCs, Educational Institutions, and Business Clubs. She’s also a prolific writer, contributing insightful articles to leading Indian publications to foster financial well-being awareness.
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The “Know Your Client” principle is at the core of our business. We understand that we need to know our client’s risk profiles and basic financial situations to present them with the right selection of investment products.
This strong foundation is the basis and the essence upon which the SAS INVESTMENTS philosophy is built.
We use our best judgment and ability to present you with the best investment products for you to choose from. These solutions are tailor-made for each client and capture all the essential details of financial goals, lifestyle needs, family responsibilities and personal aspirations or dreams.
Our service truly begins once you get in contact with us. We’re committed to staying engaged with you, continuously presenting new offerings to cater to your evolving needs.
Having served numerous clients, we take great pride in our robust infrastructure, bolstered by automated processes. This enables us to deliver an efficient platform that excels in both distribution and service.
Guiding our clients on what not to do and which investments not to pursue is a crucial aspect of our service. With numerous products making various claims, we meticulously study each one to ensure that only the right investments become part of our clients’ tailored financial solution. This diligent approach protects our clients from potentially harmful investments and keeps them on track to achieve their financial goals.
Through careful analysis of each product, we meticulously select investment solutions that align with our clients’ goals. This ensures that the defined objectives are not only met but exceeded, paving the way for financial success.
We strongly believe in recommending investment products based on individual factors such as age, annual earnings, and specific financial goals. Understanding that every individual has unique needs, we are dedicated to helping our clients achieve their objectives by guiding them towards investment policies that maximize their profits.
We provide comprehensive assistance in portfolio management, risk analysis, and timely delivery of services tailored to your financial well-being. Our goal is to support you every step of the way, ensuring that you have the tools and insights needed to achieve financial success.
Our team of sharp, focused, and highly relevant experts deliver unparalleled service excellence to clients across India and beyond.

VISION
To be the most preferred and trusted investment solutions provider, guiding our clients in growing their wealth and ensuring a better tomorrow.

MISSION
To become an elite provider of financial and investment services by harnessing our comprehensive knowledge, expertise, state-of-the-art tools, applications, products, and technologies.
To maintain the highest levels of trust, integrity, and confidence placed in us by our customers, helping them grow their wealth and achieve their life aspirations.
To cultivate an ecosystem of knowledge-driven investment philosophy from an early stage, fostering sustainable long-term growth for our clients.