Wealth creator · Since 2010
Money decisions,
made clearer.
One trusted partner for your taxes, investments, insurance and long-term financial goals.
Financial freedom is built
one smart step at a time.
We make the financial world feel less complicated and more human. Our advice connects the right products to your real life, so your money can do more of what matters.
Meet your financial partner ↗Everything your money
needs to move forward.
Simple, practical financial services for every important money decision.
ITR Return
Accurate income tax return preparation and filing support, made simple and on time.
File with confidence ↗02 / INVESTMutual Fund
Mutual fund sales and service, portfolio management service and goal-based investing.
Explore investing ↗03 / TRADETrading
Equity and commodity trading support with practical guidance for your approach.
Start a conversation ↗04 / PLANPersonal Finance
Financial advisory, cash-flow guidance and a plan built around your life.
Build your plan ↗05 / PROTECTInsurance
Life, health, bike, car and heavy vehicle insurance with a human touch.
Find your cover ↗06 / PLANTax Planning
Plan ahead with tax-efficient choices that support your short and long-term goals.
Plan ahead ↗07 / SERVICEPAN Card
PAN card center services and support for individuals, families and franchises.
Get started ↗08 / ADVICEFinancial Consulting
Clear, practical guidance to connect your money decisions with your life goals.
Talk to an advisor ↗Your accounts,
just a click away.
Manage your investments and PAN services securely through our trusted partner portals.
Small numbers.
Big picture.
Get a quick estimate, then let’s make the right number real.
Returns are illustrative and not guaranteed. Market-linked investments are subject to market risk.
Meet your money
where you are.
The Shagarika Capital app puts your portfolio, statements and investment journey in one calm, secure place.
- ✓ View your portfolio at a glance
- ✓ Track investments and returns
- ✓ Paperless, secure and always available
Mobile appReady to make
your move?
Tell us what you’re working towards. We’ll help you find the next right step.
hello@shagarika.com ↗We’re here when
you need us.
Build a better
financial future.
Join a team that helps people make confident money decisions. Share your profile and tell us what you can bring to Shagarika Capital.
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