About us
A professional financial services desk in the heart of Pune
Sai Siddhi Financial Services is an Authorised Bank Sales Agency in Pune — your trusted financial advisor in pune since 25+ years. We help individuals, families and businesses navigate loans, investments and insurance with straight answers and properly prepared paperwork.
Our group
Sai Siddhi Group of Companies
A local presence built around the financial needs of individuals, families and businesses in Pune.
- 23
- Years of Experience
- 5000+
- Happy customers
Who we are
Experienced hands, plain-language advice
Our team works with clients across the borrowing and protection spectrum — from a first home loan to machinery finance for a growing manufacturing unit, and from a first mutual fund investment to reviewing family insurance cover.
As an authorised bank sales agency, our role is to understand your requirement, explain the products realistically available to you, and manage the application process with the lender or product provider. What we never do is promise an approval, a rate or a return — those decisions sit with the lender, insurer or investment product provider, and we say so upfront.
Clients stay with us because the process is calm and organised: one point of contact, a clear document checklist, honest feedback when something is unlikely to work, and follow-up that does not stop once a file is submitted.
Our approach
- Understand the requirement before recommending anything.
- Present options with their conditions, not just their headlines.
- Prepare complete documentation to avoid avoidable delays.
- Keep communication open until the matter is closed.
Visit or call us
1330, Sadashiv Peth, Pune - 411030
Founder
Mr. Kaustubh Satpute
Mr. Kaustubh Satpute is the founder of Sai Siddhi Financial Services, an Authorised Bank Sales Agency at Sadashiv Peth in Pune. He works directly with individuals, families and businesses on loan, investment and insurance requirements — understanding the requirement first, explaining the options realistically, and seeing the paperwork through with the lender or product provider.
Clients who prefer to speak with one person from first enquiry to final sanction can reach him on the numbers listed on this page.
Why clients choose us
What working with us looks like
Authorised bank sales agency
We operate as an authorised bank sales agency, working within the processes and conditions defined by lenders and product providers.
One desk for many needs
Loans, investments and insurance handled by one professional team, so you are not repeating your story to five different people.
Clear, honest guidance
We explain what is indicative and what is decided by the lender or insurer. No guaranteed approvals, no promised returns.
Documentation done properly
Most delays come from incomplete files. We help you prepare documents carefully before submission.
Local presence in Pune
Based at Sadashiv Peth, Pune, and reachable on phone or WhatsApp for review meetings and follow-ups.
Service after disbursal
We remain your point of contact for statements, renewals, top-ups and future requirements.
Our process
Four steps, clearly explained
- 01
Share your requirement
Call or WhatsApp us with what you need — a loan, an investment plan or insurance guidance. We listen first.
- 02
Eligibility & option review
We review your profile, documents and objectives, then explain the options that realistically fit your case.
- 03
Documentation & application
We help you assemble what may be required and submit a complete, well-prepared application.
- 04
Follow-up till closure
We coordinate queries and updates through to the decision, and stay available for servicing needs afterwards.
Get started
Have a requirement you'd like to discuss?
Share your requirement on a call or WhatsApp and we will explain the realistic options, documents and next steps.
Disclaimer: Financial products, eligibility, rates, approvals, returns and terms are subject to applicable lender, insurer, investment product and regulatory conditions. Information on this website is for general guidance and does not constitute a guarantee of approval, returns or policy issuance.