Your Trusted Partner in Financial Wellbeing

At Sagar Wealth, we guide individuals and families toward financial clarity, growth, and freedom. With over a decade of experience, we specialize in holistic financial planning — helping you protect, grow, and transfer your wealth with confidence.

Talk to Your Financial Doctor

Our Services

Whether it is simple threading, haircuts or a complete body massage, we serve you with all your beauty needs with the best products coupled with dedicated services on board.

Child Education Planning

Retirement Planning

Health Insurance

Tax-saving Investment Strategies

Life Insurance

SIPs & Goal-based Investing

Motor & General Insurance

NPS & Pension Schemes

🙋‍♂️ ABOUT US

I am Sagar Mahajan, your Financial Doctor and trusted guide.
Founder & CEO of Sagar Wealth Advisor, I’ve spent 10+ years helping over 5000 families achieve Financial Azadi.

As a Certified Investment, Child Education, Retirement & Estate Planner, I’ve built a process that simplifies your finances and secures your future — without confusion or risk.

My mission:
🎯 To help 10,000 families in West Bengal live financially free lives.

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Why Work With Us?

Because your financial future deserves expert care, not confusion.

At Sagar Wealth, we go beyond selling policies —
we become your Financial Doctor, guiding you step-by-step toward Financial Azadi.

Our Clients Speak!

Real Stories. Real Trust. Real Results.

We’re proud to serve over 300+ happy clients across Kolkata and beyond. Here’s what some of them have to say about their experience with Sagar Wealth Advisor:

Rated 4 out of 5

“Sagar Ji is not just a financial advisor, he’s a true financial doctor. He diagnosed my money problems and gave me a clear treatment plan. Now I feel safe about my future.” — Rakesh Dey, Dum Dum

A stylish man with a backpack boards a tram in bustling Budapest, Hungary, during the day.

Rakesh Dey

Rated 5 out of 5

“I had no idea how to save for my daughter’s education. Within 30 minutes, I had clarity and confidence. Thank you, Sagar Da!” — Madhumita Ghosh, Barasat

Madhumita Ghosh

Rated 4.5 out of 5

“The best thing about Sagar Ji is that he listens. No pressure. Only solutions that match my needs. Highly recommended!” — Suman Biswas, Salt Lake

Young man with sunglasses standing against a vibrant yellow wall in daylight.

Suman Biswas

Call For Bookings and Appointments

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