Saksham: Creating Wealth for Clients

Saksham Wealth Solutions P. Ltd. (Saksham), founded in 2005, was an investment company that survived the challenges of the Indian wealth management industry and the ups and downs of the financial market. Saksham’s success was due in part to a strategy of building trust with clients and educating them about the nuances of creating wealth through various financial instruments. Transparency, assistance, timely advice, and a goal-oriented approach were considered the company’s essential services. In 2008, the company turned down a purchase proposal from top international bankers who valued Saksham at three times its annual profit. Ten years later, Saksham was four times bigger. If a similar offer were made, should Saksham take it?