Plan Your Investment

Start With What Matters

Your goals, your timeline, your peace of mind. Explore investment options aligned with your goals and timeline around your life, not someone else’s checklist.

Effortless Investing Process

Invest Without the Stress

We do the heavy lifting so you don’t have to. From selection to execution, enjoy a seamless experience powered by insight, not impulse.

Track Your Portfolio

See Your Wealth Evolve

With our transparent tools and real-time tracking, you’re always in control. Know where you stand and where you’re heading—every step of the way.

About Us

Empowering Wealth for Over 19 Years

Your Mutual Fund Distribution Partner

The decision to embark on an entrepreneurial journey, especially in the hyper-competitive Financial Services Industry, can be an overwhelming one. It is almost impossible to make all the right choices when you are working with organisations. But while such excellence is something we should strive for, and that can be done while we are entrepreneur.

SK Financial Services and SK Investment Services is an Financial Products Distribution Firm having Over 8 Years of Experience in Financial Services. Well equipped to handle Ultra HNI, HNI, corporate and individual customers.

After working with 2 years with Bank and 13 years with TATA Capital Financial Products Distribution we know pulse of Financial Products Distribution.

SK Investment Services established in November 2018 by me and his wife, Sulakshna. They decided to start their firm as entrepreneurs to give their clients the right choices faster in this hyper-competitive industry. Sulakshna has an MBA in finance and is an HR University topper. Additionally, she is certified by the Association of Mutual Funds in India.(AMFI) and actively manages investments.

Sachin has completed MBA in Finance and marketing and diploma in co-operation and accounting. He has also completed leadership and business excellence course in XLRI.

In a short span of fewer than six years, we have helped over 100 families efficiently and effectively manage their finances and investments.

In a short period we are managing AUM of 60Cr. All thanks to our clients.

We facilitate access to mutual funds and other financial products, subject to applicable registrations, entailing assistance for wealth creation in India, Mutual Funds, PMS, FDS, Government and Corporate Bonds, Life Insurance, and Private Equity.

We work with you to simplify your financial lives by creating simple, executable Investment Options. We do this by Understanding your financial goals and investment preferences by selecting the suitable asset class depending on your risk appetite & future goals. We make sure your investment plan suits your needs and requirements best while allowing you to live your life to the fullest. We follow a step-by-step approach to make your plan easier to understand the ins and outs of your plan.

Our experience working with reputed firms makes us strongly equipped to handle the Financial Products Distribution, investments, and financial requirements of individual & corporate customers. We are well equipped with the expertise required to address every requirement of individuals to manage their hard-earned money. Thus, when our clients entrust us with their wealth, we ensure that each one of them can create more wealth.

We are passionate about your economic success. Our high ethical standards have made us a highly reputed organization for independent Financial Products Distribution for individual and corporate clients alike. We take pride in being a Trusted Mutual Fund Distributor who can help you reach your financial goals with honesty, transparency, integrity, and impartiality while maintaining simplicity at all times.

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110

Happy Clients

60

AUM (in Cr)

50

Awards Achieved

8

Years of Experience
Tools
Tools

Financial Tools

What We Offer

Our Financial Product Distribution Services

We offer expert financial services including mutual fund investments, Tax-Related Investment Information, Portfolio Services, Insurance Distribution (if authorised) and Goal-Based Investment Options tailored to help clients achieve their financial objectives with confidence.

Mutual Funds

Mutual Funds

Mutual funds are your gateway to financial growth, offering a simple and efficient way to invest across various asset classes. It’s all about making your money work smarter for you.
Mutual funds pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, money market instruments, and other securities. Managed by professional fund managers, these portfolios are aligned with specific investment objectives to help you achieve your financial goals.
Why Do You Need It? 

Mutual funds simplify investing by giving you access to expert management, diversification, and investment options with varying risk and return characteristics that suit your individual goals.
Key Features

  • Professional Management: Qualified fund managers handle investment decisions on your behalf.
  • Liquidity: Subscription and redemption depend on scheme terms and applicable restrictions, offering high flexibility.
  • Transparency: Regular updates and disclosures ensure you stay informed.
  • SIP Option: Start with small, regular investments to build wealth steadily over time.

Benefits:

  • Wealth Creation: Achieve long-term financial growth by harnessing the power of compounding.
  • Risk Reduction: Diversified investments reduce exposure to any single market fluctuation.
  • Easy Entry: Begin investing with small amounts and scale up as per your comfort.
  • Tax Efficiency: Certain mutual funds offer tax-saving benefits under Section 80C.

Investing in mutual funds is a smart move toward securing your financial future. With flexibility, expert guidance, and growth potential, Explore mutual fund investment options.

Explore
Our Team
Our Team

Our Expertise, Your Financial Growth

Get in Touch with Us

Reach out today to explore how we can help you achieve your financial goals with Mutual Fund Distribution and Investment-Related Services.

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Features
Features

Top Features We Provide

portfolio analysis
Invest Online
Goal Tracker
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Power Of SIP

SIP Calculator

Our SIP (Systematic Investment Plan) Calculator helps you project the potential growth of your investments by calculating returns on a monthly basis. SIP is a powerful tool that allows you to invest small amounts regularly and benefit from the power of compounding over time, ensuring steady wealth creation.

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Testimonials
Testimonials

What Our Clients Think About Us?

Insights and Knowledge

Our Blogs

Satish Balkrishna Borwankar

COO& Executive Director. Tata Motors
I have been investing with Sachin for more than decade now, earlier I had been investing my savings with couple of other advisers, before Sachin meet. He advised me Long term and short term products as per my requirement. During the period he served with Tata Capital, Sachin learned all the nuances investing in sound instruments which ensured growth of capital in big way. Trust is most important value in money matters, one can trust and rest in peace after investing money through Sachin. He does timely change in portfolio as per change in financial attributes for growth as well as safety of portfolio. I remember during initial covid 19 pandemic days, he quickly changed portfolio to pharma funds, Sensex was going down day by day but my portfolio was going up. He proved himself in these tough times. He had decided to resign from Tata Capital couple of years back to create value and wealth for investors. With kind of experience he has one can trust him for creation of wealth. I wish him all the best.

Anup T Jain

Plant Head- Tata Motors Passenger Vehicles. Pune
Investment field is very vast and for a laymen like me, it was like wondering in wonderland of Finance, what to do and where to go.  Investment was  a puzzle and a big complexity. For a working person, to  study and do research of the market for investment, was almost next to impossible, outside his daily day to day work.  Standing at this juncture, the person needs a good friend, straight forward, open and transparent, trustworthy and having good knowledge of markets and a rich experience in the Investment Management, where the client money invested is safe and growing with time. Here at this point in 2012, I met Mr Sachin Kawachale of Tata Capital and was introduced to the world of Investments.  In the beginning I was a bit hesitant, as I had almost no knowledge, but slowly after few meetings, I started investments with him and today our association is nine years and strong.  He has Vast Market knowledge, Rich Experience, Huge Networking. My Investemnts through him,  have never looked back and grew to my satisfaction and beyond.  Mr Sachin kawachale is always available for any guidance and advise anytime and makes sure  your all queries are answered and you are comfortable .  I wish him all the best in his all endeavors.

Bhaskar Ramchandran

Plant head-CVBU Tata motors Pune
When you superannuate from your job after a very long time, that too from your first and only job, you accrue some earnings. Whilst you are working, you hardly bother about your investments as you have your regular salary to see you through. When you retire you are suddenly left with no assured regular income. That\'s where you need a trusted person to guide you through your investments and regular income. Investments especially for wealth appreciation an income for sustenance. Thankfully I found Sachin Kawchale to see that whatever I had earned is wisely invested to meet both my requirements. Sachin has seen to it that my earnings are safe as well as wisely invested to see me through not only today, but tomorrow too. He is always available when required with good guidance to see that you are comfortable. I sincerely thank him for being a very good friend and advisor
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