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Our approach to investment is collaborative, insightful, and focused on helping you make powerful decisions. We offer innovative solutions to our clients’ financial needs.

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We help you GROW and PROTECT your money

SGA Wealth is a premier financial distributor with over 35 years of industry experience in providing exceptional financial services to clients. They specialize in offering a range of financial products such as Post Office Saving Services, Mutual Fund Distribution, Life Insurance, Health Insurance, PMS, AIF, Bonds, Fixed Deposits, and more.

Our Ethics

At SGA Wealth, clients always come first. We are dedicated to offering personalized solutions and strategies that meet the unique needs and goals of their clients. We believe in building long-term relationships with their clients and ensuring that they achieve financial success over the long run.

Why Choose Us

We value our clients

We are heavily invested in the success of our clients. Our team is dedicated to helping your portfolio grow.

We are readily available

We understand that you may have questions at any stage of investment process. Your RM will always be on hand to discuss your queries.

Focus on Performance

Our main focus lies on Each month the investment committee will discuss and debate key drivers of each asset class.

What we do


A mutual fund is simply a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. The mutual fund will have a fund manager who is responsible for investing the pooled money into specific securities (usually stocks or bonds). Mutual funds are one of the best investments ever created because they are very cost efficient and very easy to invest in (you don’t have to figure out which stocks or bonds to buy).
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Fixed Deposits are one of the oldest and most common methods of investing. When it comes to assured returns, choosing the right type of savings scheme makes all the difference. Fixed Deposits let you make the most of value-added benefits as you create wealth at low risk. Fixed Deposits in companies that earn a fixed rate of return over a period of time are called Company Fixed Deposits.
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An investment avenue in which an investor loans money to an entity (government or corporate) that borrows funds for a defined period of time at a fixed interest rate. Bond market has not attracted retail investors to it. But in recent times, lackluster equity markets and low rate of interest have attracted retail investors towards bonds issued by corporate.
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There is more to tax saving than the exemptions available on investment made by you. With right investments, you will pay the right amount of tax and know how to tax proof your income and gains. After all, your capital is more productive in your hands and it can work wonders for you if invested properly. It starts with tax saving which can increase the take home income. These investments can also cater to a few of your needs. Tax saving is not restricted only to tax savings investments under Section 80C. There are several other components e.g. HRA, Home Loans, LTA, Sec 80D, Re-imbursements, etc to reduce the taxable income.
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Portfolio Management Services (PMS), service offered by the Portfolio Manager, is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. Although portfolio managers may oversee hundreds of portfolios, your account may be unique.
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Life Insurance is a contract by which you can protect yourself against specific losses by paying a premium over a period of time. Since each one of us, during our lives are faced with numerous risks – failing health, financial losses, accidents and even fatalities, our instinct drives us to cover ourselves against those risks. Though an insurance cover can’t protect you against the emotional losses arising out of these risks, it softens the economic crisis that usually accompanies these losses.
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Happy Customers

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Client Testimonials

What they say about us

 
M S Akhil Investor

I have had an excellent experience working with SGA Wealth for more than a decade and I am pleased with their exceptional level of service quality. Undoubtedly, Mr. Ostwal is a professional with high integrity & values.

R K Mehta Entrepreneur

Mr. Manoj Ostwal is a gem of a person with very high integrity and delivers committed result without fail. I personally recommend each one to get associated with him.

Rohit Kumar Banker

Chirag Ostwal is very Learned and thorough Professional in Insurance and Financial Sector. We appreciate this teams attitude and concern towards customer Service and satisfaction.

About Us

SGA Wealth is a trusted financial distributor that offers comprehensive financial solutions to clients. We are committed to delivering top-notch services that cater to the unique needs of each client while upholding the highest standards of ethics and professionalism.

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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | ARN- 00000 | Date of Initial Registration: 04-Jun-2025 | Current Validity: 03-Jun-2028

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