About us

SINE WAVE INVESTMENTS is a boutique Investment Consultancy that seeks to spread ‘financial literacy’ to enable Stakeholders to take practical decisions to achieve their financial goals. We offer customized services to our clients based on uncompromising integrity and trust to achieve success.

Our Value Proposition

Interaction with stakeholders to ascertain their present financial status.

Chalk out their financial goals and through the various stages of their life.

Product knowledge and Asset Allocation for achieving various financial needs.

Wealth protection through minimum Insurance. Execution of financial plan.

Periodic monitoring and review for course correction.

Hand holding and preparing stakeholders for various contingencies that may arise due to the dynamic nature of the environment.

Managing Stakeholders expectation at all times.

Our Journey So Far

Sensing the prevalent Financial Illiteracy in the environment, a need was felt to start an Organisation with focus on imparting knowledge, financial empowerment and least cost investment model.

Having started our journey on 10 Oct 2010, over a period of time, SWC has managed to successfully transform the lives of many stakeholders and have enabled them to achieve their investment/financial goals.

In 2013-14, we joined hands with NJ India that provided us with an additional leverage of an excellent investment platform. We also benefited from their dynamic research and solutions capabilities, and efficient back office assistance to execute the investment/financial plans.

The SINE WAVE family has today grown steadily to over 200 satisfied stakeholders, which includes people from all walks of life - veterans, high and middle ranking Defence Officers, Bank Officers, NRIs, various HNIs and other middle class salaried people.

Why Us?

We ensure our Stakeholders’ interests first and ALWAYS.

Our actions are designed with YOU in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendation process.

We maintain complete Confidentiality of all our Stakeholders information and circumstances.

We maintain highest standards of Integrity and Trustworthiness.

We provide an unbiased opinion and tell facts to our Stakeholders.

We focus on Stakeholders Satisfaction and Delight through commitment and responsiveness.

We have over seven years of experience in investment & financial advisory and products distribution space having served stakeholders come from varied backgrounds and financial requirements.

Our young advisors also provide assistance to the Stakeholders in managing Taxation related requirements

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.

Mutual Funds85%

Equity and ETFs80%

NPS90%

Loan against MF95%

PMS95%

Insurance95%

Client Services

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.

Client Desk

The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.

E Wealth Account

NJ Recommended MF Portfolio

OUR TEAM

Col Pankaj Kumar

Col Pankaj Kumar – An alumni of the National Defence Academy Pune, Indian Military Academy Dehradun, DSSC Wellington and IIM Lucknow.

Mrs Mamta Srivastava

Mrs Mamta Srivastava – An Economics graduate from Allahabad University.

Mr Saurav Goel – FCA

Mr Pranay Singhal – FCA

OUR TIMELINE

We Now Have 1,000 Clients

Meeting, serving more and more clients is trully an exciting and fulfilling experience. Today we have our 1,000 client! Thank you for trusting us with some of your most important financial decisions!!

MF AuA Crosses 10 Crores

It was a matter of pride for us that our mutual funds assets under advice crossed 10 crores! A big thank you to all our clients for reposing their trust in us.

Start of Office

We had our first office at Fort, Mumbai – the space we needed to do our thing, with greater passion.

Start of

We started our journey on 01.01.2003 with great passion to make a change in people's lives.