About Us

At Sana Securities we believe that sound financial advice should be accessible, straightforward, and centred around you. We specialize in mutual fund advisory and SIPs (Systematic Investment Plans) tailored to help retail investors grow their wealth with confidence.

We’re not here to sell you products — we’re here to guide you. Once you become our client, you get access to a wide range of advisory services at no extra cost. Whether you’re planning for a goal, building long-term wealth, or just starting out, our team is here to support you every step of the way.

No jargon, no pressure — just honest advice that puts your financial well-being first.

We Craft Portfolios that Meet Your Long and Short Term Goals

Sana Securities is a SEBI registered investment advisory firm, under SEBI Registration No. INA100004608. We specialize in identifying profitable investment options based on clients’ investment objectives. Our portfolio recommendations have generated market leading returns since we started in 2011. Call us for a discussion about how we can help you Invest Better.

Stocks

Recommendations to build a sensible and pruden portfolio of stocks for long-term wealth creation.

Mutual Funds

SIPs for goal-based investment planning. Annual portfolio review to balance between equity and fixed return mutual funds.

PMS & AIF

Our coverage of every registered PMS and AIF scheme in India will throw up a world of opportunities.

Insurance & Loans

Pay minimum premium on insurance policies. Market-leading rate of interest on all categories of loans and home loan transfers