Sankalp Investments is a financial planning and wealth management consultancy firm based in Surat, Gujarat — founded with a single purpose: to make professional financial guidance accessible to every Indian family.
We started in 2016 with a small office in Vesu and a big belief — that wealth creation is not a privilege of the few. Over the years, we have guided 600+ families across India, managing over ₹60 Crore in assets with transparency, trust, and a personal touch.
Our team brings together expertise in mutual funds, insurance, fixed income, and comprehensive financial planning. We are registered as an AMFI Mutual Fund Distributor and work with leading asset management companies and insurance providers across India.
What sets us apart is not just the products we offer — it's the relationships we build. Most of our clients have been with us for 5+ years, and many have referred their families and friends. That trust is our greatest achievement.
Work With Us"Sankalp means resolve. Every decision we make — every plan we build — is driven by our resolve to help you achieve your financial goals."
No hidden charges, no mis-selling, no conflicts of interest. Every recommendation we make is in your best interest — always disclosed, always explained.
We don't believe in one-size-fits-all. Every plan we build is tailored to your specific income, goals, risk appetite, family situation, and time horizon.
Wealth is built over decades, not days. We encourage discipline, patience, and consistency — and stay by your side through every market cycle.
We are not a call centre. We are real people who pick up your call, reply to your WhatsApp, and sit across from you when it matters most.
A relaxed, no-obligation conversation to understand your financial situation, goals, and concerns. In-office or on a call — your choice.
We analyse your income, expenses, risk appetite and goals to design a personalised roadmap with specific instruments and timelines.
We handle all the paperwork, KYC, and account setup. Your investments are activated with minimal effort from your side.
Regular reviews, market updates, and proactive rebalancing ensure your wealth keeps growing toward your goals — year after year.