WHO WE ARE

Your Goals.
Your Future.

Building Wealth With Confidence.

At SabhyaFN, we believe financial planning is not just about managing money — it is about creating clarity, confidence and a secure future for every stage of life.

Explore Our Story

An Indian family planning their financial future together

ABOUT US

WHO WE ARE

Mission, Vision & Values

OUR MISSION

Empowering Every Indian Family with Confident Financial Decisions

We believe financial planning is not just about money — it's about enabling you to live the life you envision. We combine expertise, technology, and trust to create personalised plans for every stage of life.

OUR VISION

To be India's Most Trusted Family Financial Planning Partner

A future where every Indian family — regardless of income or background — has access to unbiased, expert, and technology-driven financial guidance that truly changes their lives.

OUR VALUES

What We Believe In

Client First, Always

Every decision we make puts your interest above everything else — always.

Transparent & Honest

No hidden fees, no product bias — just clear, straight talk.

Goal-Based Thinking

Every recommendation links directly back to what matters most to you.

Long-Term Partnership

We stay with you through every milestone, not just the first meeting.

Compliant & Ethical

AMFI registered, SEBI compliant, bound by the highest ethical standards.

Research-Backed Advice

Data-driven, analytically sound guidance — never gut feel or commission bias.

OUR COMMITMENT

Customer Charter

Our promise to every client — not just on paper, but in every conversation and every recommendation we make.

We will always put your interest above our own in every recommendation we make.

We will explain every recommendation in plain language you can understand.

We will disclose all fees, commissions, and conflicts of interest upfront.

We will review your plan annually — or whenever your life changes significantly.

We will never recommend a product that doesn't fit your goals and risk profile.

We will respond to all queries within 24 business hours.

We will be available and supportive at every stage of your financial life.

We will maintain the highest standards of data privacy and confidentiality.

OUR PEOPLE

The Team Behind SabhyaFN

Experienced, passionate professionals committed to your financial wellbeing.

LEADERSHIP TEAM

Abhay Kumar Singh

Founder & Chief Advisor

25+ Years

Abhay founded SabhyaFN on the belief that every Indian family deserves unbiased financial guidance. He leads research, analytics, and client strategy.

Priya Agarwal

Head of Financial Planning

15+ Years

Priya specializes in holistic, goal-based financial planning across all life stages — from a young professional’s first SIP to retirement corpus building.

Vidyasagar Uddagiri

Chief Technology Officer

12+ Years

Vidyasagar leads our platform and technology initiatives, building intelligent systems that deliver superior outcomes for clients.

Rakesh Mehta

Investment Strategist

18+ Years

Rakesh drives the investment research desk, managing quantitative analysis, fund selection, and portfolio construction strategies.

ADVISORS & MANAGEMENT TEAM

Sunita Chauhan

Insurance Specialist

Protection • 12+ Years

Arun Sharma

NRI Wealth Advisor

NRI Desk • 10+ Years

Meena Patel

Retirement Planning Expert

Planning • 14+ Years

LIFE AT SABHYAFN

People & Culture

A team that celebrates together, grows together, and serves with purpose.

Team Building Day 2024

Diwali Celebrations 2024

Annual Offsite — Shimla

PRESS & RECOGNITION

In The Media

Awards, editorial features, and advertising campaigns that reflect our growth and reputation.

AWARDS

AMFI Awards

AWARD

Best MFD of the Year 2024

AMFI Awards · 2024

Finance India Awards