Copyright © 2023 Wealth Sagar. All Rights Reserved.
Empowering clients with expert advice and personalized guidance to optimize their investments and manage their portfolios effectively.
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About Us
About Us
Experts in Investment Consulting Services Since 2005
Wealth Sagar Services stands as a pioneering financial advisory organization based in Rourkela, committed to empowering individuals through financial knowledge. Since 2005, we have been guiding people across various ages, backgrounds, and income levels towards achieving financial security and independence. Our comprehensive services cover everything from debt management and investment planning to retirement strategies and beyond.
Your journey to financial freedom begins here. With expertise in loans, insurance, investments, taxation, and more, Wealth Sagar Services is your trusted partner for all your financial needs.
What Sets Us Apart
We deliver accurate knowledge and provide personalized guidance on insurance, taxation, investments, and loans. Our goal is to empower our clients with the right tools and strategies to secure their financial future.
Our Mission
At Wealth Sagar Services, we aim to transform lives by spreading financial literacy and awareness. Our mission is to reduce dependence on traditional financial institutions and equip individuals to confidently take control of their finances. We believe that everyone deserves to understand and manage their money better.
Our Vision
As a leading financial advisory firm, we strive to provide comprehensive solutions across all financial verticals. With extensive experience in investment management and portfolio advisory, we have grown from a modest beginning into a professionally managed, customer-centric organization known for quality and integrity.
Why Choose Us
Why Choose Wealth Sagar Services?
Choose Wealth Sagar Services, where your financial growth is our priority. Together, let’s shape a secure and prosperous future.
01
Expertise and Experience
Over 19 years of dedicated financial consulting.
02
Personalized Solutions
Tailored advice based on your unique needs.
03
Comprehensive Offerings
One-stop solution for loans, insurance, investments, taxation, and more.
04
Empowerment through Education
Helping you understand and master your finances.
05
Courage &Readiness
Courage and readiness to communicate on behalf of client in crisis.
06
100%satisfaction
Strong technological background with support system.
Total Product
January-March 2024
3,456
+25% per week
Our Skills
We keep ourselves
We keep ourselves
up to make your Dreams come true
Ever undertakes labor physical exercise except obtain some advantage from it? but who has any rights to find fault with man who pleasure that has no annoying consequences.
Physical exercise except to obtain some advantage,
Complete account of the system all expound the teachings.
38.5%
Right to find fault with a man who chooses to enjoy produces.
61.5%
We Work For
Industries We Served
Technology & Life Sciences
Pleasure is to be welcomed & every pain avoided in certain circumstances claims of duty obligations.
- Denounce with righteous indignation.
- Belongs to those who fail.
Banking & Financial
Pleasure is to be welcomed & every pain avoided in certain circumstances claims of duty obligations.
- Denounce with righteous indignation.
- Belongs to those who fail.
Commercial Real Estate
Pleasure is to be welcomed & every pain avoided in certain circumstances claims of duty obligations.
- Denounce with righteous indignation.
- Belongs to those who fail.
Manufacturing
Pleasure is to be welcomed & every pain avoided in certain circumstances claims of duty obligations.
- Denounce with righteous indignation.
- Belongs to those who fail.
Leadership
Team Behind Company
Bertram Irvin
He is Chairman and Chief Executive Officer of Wealth Sagar.
Marian Lenora
She is Chief Investment Officer of ETF in Wealth Sagar from 2021.
Herman Gordon
He is Senior Retirement Plan Consultant of Wealth Sagar.
Call: (+91) 9114060882
Do you Have
any idea to Join
With Us
Believe us when
it comes to investment
The moment, so blinded by desire, that they cannot foresee and trouble that are bound to ensue.
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