About SP Financial Services
Over 20 years of disciplined wealth management, MDRT USA-certified standards, and unwavering commitment to 2,000+ clients across Mumbai.
Sachin Pandit & Rakhi Pandit
Founders · MDRT USA & Wealth Advisors
“Guiding Families Toward Financial Independence & Peace of Mind.”
I am Sachin Pandit, founder of SP Financial Services. Over the past 20 years, we have had the privilege of partnering with over 2,000 individuals—from dynamic entrepreneurs and corporate executives to young salaried professionals, students, and retirees.
Whether it is structuring a guaranteed lifelong pension for a dignified retirement, securing funds for your child's dream university without debt, or building robust shields against unforeseen medical emergencies, our role is to make wealth creation transparent, stress-free, and sustainable.
Together with Rakhi Pandit and our advisory team in Kurla (W), Mumbai, we combine deep domain expertise across LIC, Star Health insurance, and NJ Mutual Funds with genuine, human-first customer service.
“Our mission is to guide you in creating a concrete roadmap which can help you achieve your financial goals in a hassle-free manner.”
— Sachin Pandit & Rakhi Pandit
Key Honors & Recognitions
Prestigious MDRT – USA Award Winner (Last 6 Consecutive Years)
The Million Dollar Round Table (MDRT) is the premier global association of financial professionals, recognizing the top tier of insurance and financial advisors worldwide for ethical excellence, outstanding client service, and professional knowledge.
Double Shatakveer (2019)
Surpassed 200+ insured lives in a single financial year.
Shatakveer Award (2018)
Honored for excellence in client onboarding and trust.
Corporate Trophy (6 Years)
Consistent highest corporate advisory volume.
Champions Trophy (3 Years)
Exemplary customer service and leadership.
Official MDRT Trophy
Million Dollar Round Table, USA
LIC Division Honors
Senior Division Mumbai