Sana Securities is a SEBI-registered independent financial advisory founded by Rajat Sharma in 2011. With over a decade of experience in the field, Rajat Sharma has become one of the top financial advisors globally.
Our ultimate focus is on offering client-first advisory, independent research, portfolio management, and long-term wealth creation. We offer a range of financial services, including free as well as paid ones.
Yes, Sana Securities is a SEBI-registered investment advisory, making it a highly trusted and reliable option for investors.
We are working with clients from different countries across the globe. We have over 1,000 clients globally, from countries including the US, UK, Canada, UAE, and Singapore. Our consultations are conducted online, making our services easily accessible to all.
Our client base includes salaried professionals, first-time investors, NRIs, entrepreneurs, and everyone who is looking for financial consultation or other services. We are also offering financial services to some experienced HNIs, who value a strategic and disciplined approach to investing.
Sana Securities offers a wide range of financial advisory services, which include:
Our financial services are mainly focused on long-term investing and building wealth. Though we do not offer day-trading tips, our financial experts can help you choose the right stocks for your long-term financial goals.
We at Sana Securities provide personalized financial advice that is suited to your personal goals and aspirations. Our professionals study all the parameters, including your income, risk appetite, and investment goals, to create a clear and strategic plan.
Whether it’s stock investment, SIP planning, portfolio management, retirement planning, or any other aspect, you can trust Sana Securities to guide you with strategic financial planning.
To book a consultation with Rajat Sharma, you can follow the steps listed below:
Yes, you will get a clear, well-structured, and customized financial plan or portfolio report after your consultation.