Mr. Sagar Dangre
(B.Com, MBA)
Financial Consultant
We develop the solution for future needs.
We give unbiased advice to our clients.
We try to fulfill your dream as per your requirement.
We are specialise in Mutual Funds, Insurance, Loans, PMS (Portfolio Management Service), Mediclaim, Corporate FD.
About Us
I am Sagar Padmakar Dangre from Pune and I run a Firm called Arnav Financial Consultant, Leading you to a better future.
Arnav Financial Consultant was started in 2017. We have successfully completed 6 years. During these six years, we have many happy customers associated with us. We have tried to fulfill their dreams as per their requirements, and this we have achieved through our various investment and loan products. We have customer across india and abroad.
About me:
I am Sagar Dangre, I completed my graduation from Symbiosis College Pune and pursued my post-graduation at Indira Institute of Management, Pune. During my college years, I actively engaged in various cultural programs organized by the institute.
In my leisure time, I enjoy watching movies and maintained an active lifestyle through regular gym and yoga, which energize me for my daily endeavors.
Prior to establishing my own firm, I served as the Investment Head for Pune & Nagar Location at L&T Finance, Pune.
Vision
“To fulfill our clients’ financial goals for the future. Through personalized and dedicated financial planning, we aim to be the trusted partner that empowers them to achieve their aspirations and secure a prosperous tomorrow.”
Mission
“To establish ourselves as one of the leading financial consultants in India. By offering top-notch services, innovative solutions, and unparalleled customer experiences, we aim to earn the trust and confidence of our clients. With a strong commitment to excellence and a client-centric approach, we will continuously strive to exceed expectations and make a positive impact on the financial well-being of individuals and businesses across the nation.”
Objective
- Our primary focus extends beyond simply selling products to our clients; rather, we prioritize understanding their unique needs and life goals. This understanding forms the bedrock of our financial planning, tailor-made for each customer’s specific situation.
- While crafting a financial plan, we place great emphasis on comprehending the client’s risk tolerance and, crucially, their time horizon. These factors play a pivotal role in devising a plan that suits their requirements optimally.
- Human values hold significant importance in our financial planning approach. We take into account the client’s personal values, beliefs, and aspirations, ensuring that the plan aligns with their individuality and fulfills their emotional needs.
- The consideration of human values remains a cornerstone in our financial planning process.
- We are keenly aware of the importance of tax-free returns in today’s taxable landscape. Hence, we actively explore avenues for our customers to attain tax-efficient returns on their investments.
- In addition to financial considerations, we prioritize the client’s health and well-being. Accordingly, we offer suitable health plans that cater to both the individual and their family’s specific requirements.
- If a client is seeking a home in Pune, we provide assistance in obtaining suitable loans, streamlining the property acquisition process.
- Our commitment to strong client relationships includes regular meetings, typically every six months or at least once a year, to conduct portfolio reviews. These reviews ensure that our clients stay on track to achieve their financial objectives.
Services We Offered.
Achievements
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- We deal into Mutual Fund Lumpsum and SIP, Our Book size have been steadily growing year after year.
- The number of policies and premium collections has shown consistent growth year after year.
- Arnav Financial Consultant has been attracting numerous new clients, expanding its clientele significantly.
- The client base has extended beyond India, we have clients in the USA, Australia, Canada, and Germany.
- The company has received several awards and recognition for its exceptional performance.
- Successfully transitioned from an offline platform to an online platform, broadening the reach and accessibility of services.
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Testimonials
Contact Us
Get In Touch
If you have any questions, feel free to reach out to us.
Call any time
+91 9326168250
Email us
sagardangre@rediffmail.com
Reach to us
Sr. No. 428, 1076/19, Gokhale Road, Shivajinagar, Pune-411016