
WELCOME TO SKG SIP CART
SKG SIP CART is a financial services firm with over 16 years of experience, dedicated to delivering personalized and technology-driven solutions to our clients. Our team consists of highly skilled professionals, equipped with the knowledge and expertise needed to address diverse financial needs. We serve a wide array of clients, including individuals, families, and businesses, providing customized financial planning and advisory services.
Our success is driven by a "customer-first" approach, ensuring that every solution we offer is designed to meet the unique needs of our clients. With extensive experience in the financial sector and a strong process-oriented system, we have consistently grown and built lasting relationships.
Our Services
- Financial planning for life goals such as education, marriage, and retirement
- Tax planning and investment strategies
- Life and health insurance advisory
- Mutual funds, bonds, and portfolio management services
- Corporate and institutional financial solutions
As part of our commitment to client satisfaction, we offer customized insurance broking services tailored to meet the specific requirements of each customer. Our team is skilled in handling complex claims and providing thorough, personalized support whenever needed.
Our Approach
We believe in fostering strong relationships based on trust and transparency. By understanding the unique financial situations of our clients, we are able to offer tailored solutions and expert guidance, ensuring that their financial goals are met efficiently and effectively.
Our Mission
Our mission is to help individuals and businesses manage financial risks by providing sound investment solutions and services. We aim to consistently add value to our clients through a commitment to customer satisfaction and timely service delivery.
Our Vision
We strive to be a leading provider of financial services, known for delivering personalized attention and high-quality service. Our goal is to cultivate a culture of growth, enthusiasm, and dedication, ensuring that we always go the extra mile for our clients.
Our Introduction
1500+
Clients
400+
Lacs AUM
16+
Years of Experience
MDRT USA
Gold Medalist
& Other Prestigious Awards
WHAT WE OFFER
Purchase of any financial products without consulting a financial planner is like taking a medicine without doctor’s diagnosis. We offer our expert advice for choosing the best investments products which will lead to your financial freedom.
PLAN
Get customized advice across investments, goals, expenses, insurance, loans, estate planning, and taxes.
EXECUTE
Implement your customized advice by buying all the recommended financial products on one single platform.
MANAGE
Track your journey and review/rebalance your investments to make sure they are aligned with your goals.
