Our Services

Wealth Management

Under the aegis of Sahayak Associates, one of the fastest growing Wealth management and Financial Services firms in the region, promoted by Sandeep and his Partner, Puneet Kohli, you can avail of a range of financial services from need assessment, goal planning, risk analysis, Investment management, Insurance and tax planning, Debt management to investing in the financial markets, Gold, Real estate, and other asset classes.

Become a member of the Sahayak Associates family today and achieve your financial objectives under the nurturing umbrella of Mr. Sandeep Sahni and his team that hand hold you every step of the way and follow a structured process to help you achieve your financial goals. You can also join their various Clubs like Billionaire Club, F.I.R.E Club, Retirement Club etc to bring focus to your dreams and financial goals

Personal Life Coaching

Sandeep has written two books, ‘Dear Son, Life Lessons from a father’ for his 21 year old son and co-authored, ‘What My MBA Did Not Teach me about Money’ on the Financial and Human perspectives of Money. He thus understands the challenges the youth face as they enter into adulthood and are starting their life journey, lost in the maze of Dreams, Goals, Money, values, character, upskilling, health, among other aspects.

An exciting journey with endless possibilities awaits you with Sandeep during these sessions. If you are looking at how to prepare for it, approach it and prioritize your tasks, a personal coaching session with Sandeep is a must for you as he guides you on how to solve the mysteries of life.

Being a professional coach and a supportive friend, Sandeep will help you identify your inner desires, prioritise key areas, balance different perspectives, and become a ‘successful human’ – a valued friend, a considerate spouse, a loving father, a go-to sibling, an empathetic Boss, a diligent worker, a kind listener, an inspiring teacher, a pious and a compassionate human.

Business Coaching

In today’s highly dynamic and competitive business environment, only those with a competitive edge and differentiation can survive and grow. Connect with Sandeep to obtain the ultimate tools for brand success. With more than 30 years of diverse Corporate and Family business experience, Sandeep offers expert guidance on business planning, financial and competitive viability, business moat study and business modelling. With the top-notch business coaching services, increase your profitability, become a market leader and an employer of choice.

Career Counselling

Career development and progress is a lifelong process. To compete and succeed in this global village, Sandeep with his empathetic listening and deep understanding of Global work trends, will help you understand yourself, identify your strengths and turn them into opportunities to facilitate an informed decision and accomplished life in terms of career and education. A session with Sandeep takes you through a series of experiences to help you make the right decisions considering core components like your aptitude, interests, family values, culture, abilities, and personality.

Motivational Speaker

The world is moving at a fast pace. In the swiftness of the environments surrounding us, we are either on track with the progression, or on the sidelines too scared to enter the trail. In times of uncertainty and haziness, it takes an experiential personage to help you arrive on the right track and continue acing this steeplechase. Listen to Sandeep sharing his life experiences to motivate you and your team to get on track with their goals. Sandeep believes in spreading positivity and offering a different yet broader perspective to life which motivates individuals to tackle the life challenges with optimism and a positive attitude.

Family Office Services

HNI Families today are facing continuous change and ambiguity driven by technology, globalization, generational shift, institutionalization, and other related factors.

Sahayak Family Office primarily provides the services of Family Consultation and Governance Guidelines, Formation of the Family Constitution, Asset & Life Protection, Family Investment Plans and guidelines along with managing Family Lifestyle with services like Concierge, Travel, and Event management.

Receive Next Gen Mentoring, Succession Planning, Arbitration & Conflict Resolution under one roof with proper counselling and direction offered by Sandeep and his trusted associates.

Estate Planning, Will Writing and Will Execution Services

Sandeep and his team help you examine your financial needs and assets in order to make sure that all financial and other records are well documented (FIDOK Services), your heirs are provided for as per your wishes in the best possible way, including lifetime planning as well as disposition of property and bequest of assets to heirs after demise. Essentially, This service involves the following steps: i) Documentation of all Financial Records and verification of nominations etc. ii) Discussions regarding nomination and allocation of assets to Legal Heirs, other beneficiaries, Charity and Philanthropic activities for the legacy to continue iii) Writing and registration of the Will document. iv) Creation of Trusts, endowments etc for carrying out the wishes and legacy v) Will Execution post demise including Will reading, Probate, filing of tax returns and fulfilling tax obligations and handing over the residual assets as per will document to the legal heirs.

i) Documentation of all Financial Records and verification of nominations etc.
ii) Discussions regarding nomination and allocation of assets to Legal Heirs, other beneficiaries, Charity and Philanthropic activities for the legacy to continue
iii) Writing and registration of the Will document.
iv) Creation of Trusts, endowments etc for carrying out the wishes and legacy
v) Will Execution post demise including Will reading, Probate, filing of tax returns and fulfilling tax obligations and handing over the residual assets as per will document to the legal heirs.