About Us

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Hello & Welcome to my website. I am Sagar Ranpura also known as R.Sagar and I am an Independent Financial Planner who practices Financial Advisory profession having clear objective of fulfilling clients’ Financial Dreams & changing their Financial Wellbeing by providing simple & unbiased Investments solutions.

A Passion for Finance led me to pursue MBA in Finance from Gujarat University. And to achieve excellence in Individual Financial Planning, I have completed Education of Certified Financial Planner Course from Financial Planning Standards Board India which is globally recognized board for Financial Planning.

I have seasoned myself from an amateur to professional by testing capital and Investment market since 2003.I have also groomed myself by initially working as a Wealth Manager in the world’s biggest Bank. I practice following in managing my clients’ finances.

  • Integrity, Simplicity and Smartness
  • Transparency in every action
  • Discipline in execution
  • Conviction on Decisions
  • Ethics and client centric approach

To execute my clients' Financial Plan I am legally registered in various entities like SEBI, IRDA and AMFI.
I assure you that with my Financial Planning Services you will have clarity and meaning to your financial decisions and you will feel the difference of having me as a part of your Financial Matters.