About Us

Golden Savings started with an objective of providing all the financial planning and wealth management resources under one roof. We believe in Dedicated Client Service with financial solutions tailored to your Specific needs. We also believe that there is no substitute of personal advice.

Hence, Golden Savings is an independent financial advisory company that helps individuals, Businessmen, Families, SME’s, Societies and Trusts in a manner that serves individual end goals. We give professional advice on your most pressing financial challenges and also provide implementation guidance.

At Golden Savings, we spend each day to make investing better for everyone. We do so by using smart technology to give advice based on the actual needs of our client. Our motto is to make people invest in the right products to generate wealth for their desired purpose. It does not matter what size one can invest but the right advice and patience can turn the investment into sizeable wealth.

Mutual Funds are the product of our choice for the simple reason that they are more efficient in every way. In no other product, you get to invest in an entire portfolio in one go. The unique features of regular investments, multiple asset classes, compounding returns among others make it obvious. We, as Mutual Fund Advisers help our clients to select the right funds, invest and monitor online and review the plan regularly.

No investment is risk free as risk does not just mean loss of money. It may mean loss of opportunity as well. Hundreds of clients investing with us are first time equity investors. What they realized was that in one way or other, they were facing market risk already. We just took their investments from unknown and unsystematic risks to known and systematic risk with a chance to get much better returns.

The team comprises of people having extensive experience in investing and financial services. The core of the company as we see it as an enabler to reach investors of all sizes without compromising service standards for anyone.

Our Core Values

We are committed to leading the industry in mutual fund investments and alternative services through our investor-focused people, offering the broadest range of top-quality services. A strong financial performance along with a commitment to ethical leadership and corporate behavior are at the cornerstone of the Golden Savings culture, purpose and are deeply rooted in our core values :

We Put People First :

The most important facets of our business are the people who use our products and services, and the people who stand behind them. We manage risk to protect the interests of our employees, Investors, colleagues and communities. And we invest in enhancing the skills and knowledge of our employees to create great experiences for our Investors. Our success has always been and will always be based on putting people first.

We Do The Right Thing :

We act ethically, honestly and with integrity. We earn the trust of our Investors by helping them make smart choices, recommending only the products and services we choose for our own families. We treat each other with respect and fairness. And we work to make positive change in our communities, because when they succeed, we succeed.

We Power Potential :

Potential is all around us, every day. We champion and encourage that potential in our Investors, each other and our communities. We take pride in what we do, because our work makes a real difference. In every conversation, interaction and decision, we help people make the most of what they have today and build toward a more secure and prosperous tomorrow.

We Stay A Step Ahead :

We seek out smart strategies over untested fads, focusing on long-term objective, not short-term gains. We value continuous improvement over fast growth, because bigger is not better. Better is better. We anticipate the needs of our Investors and find better ways to serve them. We set ambitious goals and assert thoughtful leadership, always with one foot in the future.

We Draw Strength From Diversity :

We come from many places, cultures and backgrounds, with a wealth of different skills and experiences. And we encourage contributions from all perspectives. We work together across departments, business lines and seniority levels to get things done. We learn from our colleagues and share what we know. Diversity, inclusion and collaboration are not just policies, they are defining characteristics of our culture and our company.

Management Team


Co-Founder, Head of Financial Planning

MBA in finance, CFPCM, Started his journey into financial field in 2007 with ICICI Pru Mutual Fund. Have worked in different roles with icici prudential mutual fund so far like - Agency Relationship manager, Agency Acquisition, Private bank Relationship Manager, Regional Product Trainer to team and distributors. In his eleven years of journey into the financial planning field got success by hard work, Knowledge up-gradation, consistency and flexibility to adopt changes into positive way. Future aspirations is to use all his knowledge and experience towards the expansion of financial planning model and mutual funds into the new generation.

Aashish Sharma

Co-Founder, Head of HNI Sales and Marketing

Bcom and MBA in Finance with a rich experience in Wealth Management also worked with one of the top asset management company and bank. Several top MNCs invited Aashish to interact with their employees and assess the gap between their investment needs and actual yields. The results were eye-opening, he witnessed a gaping chasm between the way costs are inflating in the country and people loosing money due to not managing their financial affairs knowledgeably.