About us
Greetings and welcome to SIP ACADEMY AND FINANCIAL SERVICES is renowned for a 360o approach that starts from distribution of Financial Product, providing accurate information and actionable analytics. It is led by some of the most experienced people in the Indian Wealth Management Sector.
With diverse backgrounds and extensive knowledge of markets and opportunities, our leaders help steer the organization and its response to a dynamic market and a fast-changing world, always looking for ways to create value for our clients. In the year of 2020, we began our Journey as SIP (SAVING-INVESTING–PLANNING) Academy and Financial Services.
Since then, we have built a satisfied customer base across the market. We are glad to have such a great client base, ranging from IT Professionals, Doctors, Retirees, Senior Citizens, NRIs and HNI/UHNIs. We promise you a long term commitment in the Financial Market domain. Our Financial Planners will first understand your ambitions and then advise you the best to make informed financial decisions. We assure you to provide holistic end to end Wealth Management solutions.
Our Mission And Vision
Protect and grow Wealth for clients by delivering outstanding investment results, along with
Excellence in service and client engagement.
Efficiency in operations and compliance.
Respect, Autonomy, Recognition, and Reward for team members
Our Philosophy
We assist the ambitious “FEW” to make tangible progress in their wealth with an enterprising mix of long-term, conservative, and responsible non-speculative investments to give financial security and peace of mind.
We are a competent team founded on fairness, dignity, and respect for everyone. We enjoy the pursuit of high-quality, error-free work.
We actively partner with ethical associates having common objectives and values.
Our Core Values and Practices
To generate returns in a manner that would address short-term and long-term objectives of clients.
To manage our clients’ wealth by striking a balance between growth and safety of the investments.
Strong belief in achieving excellence not only in our processes but also our knowledge base and skills.
Total commitment to a rational approach to investing with a strong emphasis on values and ethics.
Adherence to a long-term conservative approach by scrupulously avoiding speculation.
Shared values of our team are fairness, dignity, and respect for everyone.
We strive to be one of the best in the domain of investment.
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