About Us

A Banker turned Wealth Consultant, has previously worked as Regional Manager with reputed institutions like Kotak Wealth, HDFC Bank, and Axis Bank, gaining deep insights into investments, financial planning, &client relationship management.

Sagar Butala is the Founder & Managing Partner of Sahyadri Capital Services LLP, a trusted name in wealth management and financial advisory. With over 15 years of experience in banking and wealth management, Sagar has guided countless families and individuals in achieving their financial goals with confidence.

His client-first approach, transparency, and emphasis on financial education make him a trusted advisor in the field.s a Qualified and experienced Finance professional, he helps his clients to articulate, prioritize & quantify their financial goals, manage their finances to enable them to save & invest for their goals in appropriate financial products (as per risk appetite). He guides his clients through educating them on various financial aspects and hand holds them in their journey to achieve Financial Independence.

Trupti Sagar Butala is recognized as one of the best financial advisors in town, offering expert knowledge, honest guidance, and reliable financial planning solutions. With a strong focus on client satisfaction, she provides personalized advice, effective wealth-building strategies, and the best service to help individuals and families achieve their financial goals with confidence.”A seasoned banker with 12 years of experience in Wealth Management and Priority Banking, Trupti has worked with leading institutions such as Axis Bank and ICICI Bank as a Wealth Manager.

After a successful stint at Axis Bank, she decided to pursue her entrepreneurial journey in 2022 by starting her own Mutual Fund Distribution business. With a strong focus on financial inclusion, she is dedicated to serving clients in Tier 2 and Tier 3 cities across Maharashtra and Goa, offering expert guidance, trusted advice, and customized wealth solutions.”

Kavita trusted Financial Advisor, helping individuals and families plan investments, grow wealth, and achieve financial security with smart and personalized guidance.With deep insights into investment trends, market dynamics, and risk mitigation, Kavita envisioned Sahyadri as more than just a financial advisory firm—it’s a strategic partner in wealth creation and financial security. Her expertise empowers clients to make intelligent, informed decisions, ensuring long-term financial growth and prosperity.