We at Sahayak.com incorporated in the year 1998 and at present having 3000+ satisfied clients. We help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India) & IRDA.
We offer comprehensive financial advisory services through highly qualified and experienced team of financial planners. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients according to their long-term and short-term goals. Our core purpose is to provide fast track financial solutions.

Why Us

Why should we be your financial advisors /product distributors? This is a very relevant question to ask us and the answer are ...
Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focus on Customer gratification:
We at Sahayak.com equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right Experience & Skills:
We have over 15+ years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Our Skills
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Client Services
OUR TEAM

Mr. Anil Kumar Koul
Mr. Anil Kumar Koul is the Founder of Sahayak.com Financial services. His vision and commitment has established Sahayak.com one of the fastest growing financial services firm in India. Mr. Anil Kumar Koul is a science graduate and owned certified financial planner certification from FPSB Menbership No- 18897 since 2009 ( There are only 2338 CFPs in India till 31-Dec-2021) & is considered highest professional degree in personal Finance Domain . Mr. Anil Koul has 21 year of rich experience in the field of financial planning, insurance planning, child & retirement planning. He has been writing financial planning column for leading news papers & magazines.

Indra jee
Indra jee is one of the founding members of Sahayak Financial Services Pvt. Ltd. she is looking after administration of the company and has been instrumental in building the company from the ground up alongside Anil Koul. Her vision, dedication, and hands-on approach have helped shape the strong foundation on which the firm stands today. With a deep commitment to client service and operational excellence, Indrajee continues to play a vital role in the company’s growth and direction.

Mr. Sanjay Kumar
Sanjay Thakur has been an integral part of Sahayak.com since its inception in 1998, standing shoulder to shoulder with our co-founder Anil Kumar Koul from day one. With over two decades of dedication and deep industry knowledge, Sanjay has been a key contributor to the company’s steady growth and strong client relationships.
As Head of Sales, Sanjay leads with integrity and a strong sense of responsibility. He ensures that every recommendation made to clients is in their best interest—firmly upholding our core value of no mis-selling. His commitment to ethical practices and client-first solutions has earned him immense trust among both clients and team members.
Sanjay’s long-standing presence and unwavering focus on doing what’s right have made him a pillar of strength in our journey.

Mr. Pushpendra Mishra
Pushpendra Mishra has been a part of the Sahayak.com family since 2016, bringing with him a sharp focus on protecting what matters most to our clients. As the Head of the Insurance Department, he leads our risk management efforts with precision, care, and deep product knowledge.
At Sahayak.com, our insurance advisory primarily covers health insurance, term insurance, and car insurance—and Pushpendra ensures that each solution is perfectly tailored to the client’s needs. His advice is always rooted in suitability and long-term security, never in sales targets.
His commitment to ethical advice and accurate product-fit has played a major role in our standout achievement—a 100% claim ratio. This rare milestone is a direct result of his proper pre-underwriting through diligence, foresight, and a client-centric mindset.
Pushpendra believes insurance isn’t just about policies—it’s about peace of mind, and he ensures every client receives exactly that.

Aarti
We’re excited to welcome Aarti to the Sahayak.com family as our Client Relationship Officer (CRO).
Though she’s recently joined the team, Aarti has already begun making a strong impression with her exceptional interpersonal skills and genuine client-first approach.
In her role, Aarti connects with clients on a regular basis to ensure their needs are not just heard—but truly understood and fulfilled. Her natural ability to build trust and maintain meaningful relationships plays a vital role in helping us deliver a more personalized and thoughtful wealth management experience.
With a deep sense of empathy and strong communication skills, Aarti brings a fresh energy to our client engagement efforts.

Mr. Vipul Koul
Vipul is a Postgraduate from SIBM Pune, with a specialization in Innovation & Entrepreneurship. With over 5 years of experience in the financial services industry, he brings a strong analytical mindset and a deep passion for the markets.
His core interest lies in portfolio construction and direct equity, where he combines in-depth research with a client-first approach. Vipul enjoys crafting customized portfolios that align with each client's financial goals, risk appetite, and long-term vision.
He has also cleared NISM V-A (Mutual Fund Distributors) and NISM XXI-A certifications, reflecting his commitment to continuous learning and regulatory excellence.

Mr. Rajveer
Rajveer has been an integral part of Sahayak.com since 2015, and over the years, he has truly become the backbone of the company.
With an MCA from Jaipur National University and an LLB from Dr. Ram Manohar Lohia Avadh University, Rajveer brings a rare combination of technical know-how and legal insight to his role.
As the Head of Operations, he ensures that every process at Sahayak.com runs smoothly and efficiently. His ability to anticipate challenges and resolve them proactively ensures that no stakeholder like client, team member, or partner faces unnecessary hurdles.
Rajveer also leads our IT department, overseeing everything from infrastructure to innovation, keeping us tech-forward and secure.
In addition to his operational and technical responsibilities, Rajveer also plays a key role in our investment vertical by handling our direct equity division.
Whether it's streamlining internal systems or strengthening client portfolios, Rajveer’s leadership is at the heart of everything we do.
Every team needs an all-rounder like Rajveer!

Komal Sharma
Komal holds an MBA in Finance and Data Analytics and brings a detail-oriented approach to our insurance operations. As one of the newest members of our team, she ensures that every insurance-related service is processed smoothly and without delay. Komal is passionate about creating efficient systems and keeping our clients’ needs at the center of everything she does.

Mr. Dhananjay Prajapati
Dhananjay leads our Finance Department and plays a key role in managing the company’s financial operations. He is dedicated to helping clients make the most of their investments by providing smart, tax-efficient strategies. With a strong grasp of Income tax Rules & helps clients to file their ITR Dhananjay ensures both our internal financial systems and ensures clients income tax compliances.

Mr. Arun Kumar Mishra
Mr. Arun Kumar Mishra looks after sales services of Sahayak Financial services Pvt. Ltd.
He is associated with Sahayak family since 2017.
OUR TEAM
2022
Total AuA Crosses 345 Crores
2022
2021
Total AuA Crosses 223 Crores
2020
Total AuA Crosses 118 Crores
2020
2019
Total AuA Crosses 149 Crores
2018
Total AuA Crosses 98 Crores
2018
2017
Motilal Oswal Securities Ltd Franchise
2017
MF AuA Crosses 27 Crores
2017
2016
We Now Have 2000 Clients
2016
MF AuA Crosses 15 Crores
2016
2004
Start of Office
1998
Start of Sahayak.com
1998