Your Goals, Your Plans
Your Financial Freedom
The internet gives you data.
We give you direction.
A Note From Our Founder
When we started SAS LLP, it wasn’t just about financial services. It was about solving a problem we saw every day , people working hard, earning money, but still feeling insecure about the future.
We wanted to change that. We wanted to show that with the right guidance, anyone regardless of age, background, or income can take control of their money and design a future they’re proud of.
At SAS LLP, we don’t just plan investments, we help people find peace of mind, freedom of choice, and the courage to dream bigger
What We Do
At Shashikesh, we don’t just manage money, we design futures.
01
Investment Planning
Your wealth deserves more than chance. With carefully designed portfolios, diversified strategies, and ongoing reviews, we ensure your money grows safely and consistently.
02
Insurance & Protection
We help you choose the right coverage so your loved ones are financially secure against life’s uncertainties.
Because life is unpredictable, but your family’s safety shouldn’t be 🛡️
03
Retirement Planning
We design retirement roadmaps that balance savings, investments, and insurance , ensuring you can live with dignity and joy, without financial stress.
04
Tax Optimization
We simplify tax-saving strategies and align them with your investment goals. From deductions to compliant structures, we help you reduce liabilities without the jargon.
Keep more of what you earn 💸
05
Financial Health Coaching
From budgeting to debt reduction, we give you the tools and insights to take control of your everyday money habits so long-term wealth becomes effortless.
What Makes
us Unique
Most financial firms talk numbers. We talk people. Because wealth is not just balance sheets and returns, it’s security for your family, freedom for your future, and a legacy that lasts beyond you.
Personalized Roadmaps
No two journeys are the same , so why should two financial plans be?
We design strategies around your unique goals, life stage, and dreams. Whether you’re building your first savings plan or securing retirement, your path is yours alone.
Relationships First
We don’t count clients, we count relationships.
At SAS LLP, we walk beside you, not ahead of you. We celebrate your wins, navigate challenges, and adjust the plan as life unfolds, because trust is built over time, not transactions.
Holistic Guidance
True wealth is when all parts of your life move in harmony.
Investments, insurance, taxes, retirement, each piece is important. We bring them together into one clear picture, so you always know where you’re headed.
Empowerment Through Clarity
Knowledge is the real currency of financial freedom.
We believe in simplifying the complex. No jargon, no confusion. Just transparent advice that empowers you to take charge of your financial future with confidence
Trust You Can Measure
Peace of mind is the greatest return on investment.
Our certified experts, proven strategies, and client success stories speak for themselves. From debt reduction to wealth creation, our results are built on trust, and trust is priceless.
How it Works
Our clients are at the center of everything we do. We prioritize your peace of mind and work closely with you to ensure that your financial plan is always in line with your evolving needs and priorities. Our open-door policy ensures that you can always reach us when you need our support
Connect
Book your free consultation.
Discover
Share your goals, lifestyle, and challenges
We craft a personalized roadmap with clear steps.
Plan
Watch your savings, investments, and protection plan take shape.
Grow
Regular check-ins to adapt your plan as life evolves.
Review
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About Us
Chetan Shah represents the era of the 1990s, when financial reforms reshaped India and resilience defined success. He brings with him the discipline, patience, and ethics of that time. For clients, this means advice that is not swayed by fads but rooted in stability, prudence, and trust. His guidance helps families preserve wealth across decades, turning today’s hard work into tomorrow’s security.
Urvi Shah, our Co-Founder, brings empathy and clarity to financial decisions. She focuses on making wealth management inclusive, especially for women and families, ensuring everyone feels confident in shaping their financial future. Her perspective blends empowerment with practicality, so every strategy is not only sound but also personally meaningful.
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As part of the millennial generation, Yash Shah understands the balance between ambition and caution. Clients looking to grow aggressively while maintaining financial discipline find his approach relatable. He integrates digital tools, global insights, and modern strategies to create portfolios that are both innovative and reliable. For millennials building their careers or parents securing children’s futures, Yash represents growth with balance.
Dynamic and forward-looking, Nishit Shah reflects the boldness of Gen Z. His strength lies in aligning finance with technology, sustainability, and future-ready trends. Clients seeking to invest with purpose, explore new-age opportunities like tech-driven instruments, or simply understand the evolving financial landscape, find Nishit’s guidance refreshing. His outlook ensures that our clients’ portfolios are not just growing, but also staying relevant in a fast-changing world.
Let’s revive your financial future together
Shashikesh Asset Services LLP Identification Number is
(LLPIN)AAF-6978.
Our Services
Your All-in-One Financial Wellness Companion
Time’s Ticking, Wealth Isn’t Waiting Contact Us Today!
01. Investment Planning
Tailored investment strategies to grow and protect your wealth. We offer diversified portfolios, risk management, and regular portfolio reviews to help you achieve your financial goals.
02. Retirement Planning
Custom retirement planning to ensure a secure future. Maximize 401(k), IRA, and pension contributions, and build a strategy to retire comfortably with financial confidence and long-term security.
03. Tax Optimization
Minimize your tax liabilities with expert tax optimization strategies. Maximize tax deductions, tax-deferred growth, and create a tax-efficient plan to protect your wealth and boost returns.
04. Estate Planning
Protect your legacy with strategic estate planning. Wills, trusts, and tax-efficient strategies ensure your assets are distributed as you wish, minimizing taxes and securing your family's future.
