About Us

Home

About Us

Mutual Fund Investment Insights

Years of Trust

0 +
Your Trusted Partner in Disciplined Investing

Saptak Asset Services LLP is a values-driven mutual fund distribution and financial services firm committed to helping investors make informed and goal-oriented financial decisions. Our focus is on simplifying investing through a disciplined, transparent, and long-term approach that aligns with individual financial goals and risk profiles.


We believe that successful wealth creation is built on consistency, patience, and informed decision-making rather than short-term market movements. By combining market understanding with a client-first mindset, we aim to guide investors through different market cycles with clarity and confidence.

At Saptak Asset Services LLP, our role is to facilitate access to a wide range of investment products offered by registered asset management companies and financial institutions. We work closely with clients to help them understand available options, assess suitability, and stay focused on long-term financial objectives.

15+ Years of Experience

Proven track record of success and stability in the financial sector.

Wealth-Building Focus

Committed to helping clients achieve long-term financial growth.

0

+

Years of Experience

0

+

Happy Investors

0

+

Expert Advisors

0

%

Client Retention Rate

Our Mission, Vision & Values

Discover what drives us forward — our mission to empower, our vision for the future, and the values that define every step we take.

Mission

Mission

Our mission is to empower individuals and businesses with smart financial strategies, transparent advice, and modern investment tools that ensure long-term financial growth and stability.

Vision

Vision

We envision a financially literate world where every investor can make confident, well-informed decisions that lead to sustainable wealth creation and financial independence.

Values

Values

Integrity, trust, and excellence are at the core of everything we do. We build lasting relationships by prioritizing transparency, innovation, and client success above all else.

Meet Our Expert Leadership

Our team of financial and technology professionals is dedicated to helping clients grow, protect, and manage their wealth with confidence and care.

Anand Shah
Anand Shah

Founder & Principal – Saptak Asset Services LLP

Trusted by India’s Leading Financial Institutions

We collaborate with reputed and reliable financial partners to provide our clients with the best investment solutions and long-term value.