“One Stop, Financial Blueprint”
Welcome to Sai Advisory Group. We understand that managing insurance, navigating the real estate market, securing a mortgage, handling tax planning, and arranging notary services involves complex, interconnected decisions. We bring these essential services together under one umbrella to offer you a more streamlined and efficient experience.
At Sai Advisory Group, we aim to simplify complexity. We are committed to providing professional guidance designed to address your overall financial well-being and personal needs. Our commitment is to act as your dedicated advisor, supporting you today and as your needs evolve in the future
The Sai Privacy Standards: We prioritize your data sovereignty. Every professional interaction on this site—from Secure Live Chat and Encrypted Form Submissions to our Archived Voice, Text, and Email channels—is built on industry-leading security and privacy standards. To protect your financial identity, we do not collect sensitive identifiers such as Social Security Numbers or Dates of Birth on this advisory platform. When you transition from a strategy / consultation session to a formal Mortgage application, you will be guided to our secure, SOC 2 Type II compliant processing portals, which utilize enterprise-grade encryption and maintain rigorous independent privacy audits. You may review our Partner Privacy & Data Standards here.” Our own Sai advisory security standards can be found here.
Mortgage
We help you navigate the home financing process with clarity and confidence. From first-time buyers to refinancing, our experts guide you every step of the way.
Tax Services
(Coming Soon)
Maximize your returns and minimize your stress. Our tax professionals offer strategic planning, accurate filing, and year-round support for individuals and businesses.
Real Estate
(Coming Soon)
Buy, sell, or invest with confidence. Our real estate advisors combine market insight with personalized service to help you make smart property decisions.
Notary
Fast, reliable notarization for your most important documents. We offer mobile services with professionalism and care.
Insurance
(Coming Soon)
Protect what matters most. We offer a range of coverage options — home, auto, and more — tailored to your needs and budget.
Built Around You
Personalized Guidance
“We listen, tailor, and guide.” Every client journey starts with understanding. We take time to learn your goals and deliver solutions that fit your life, not just your paperwork.
Trusted Relationships
“Built on integrity. Strengthened by results.” Our reputation is earned through transparency, accountability, and long-term trust. We’re here for the milestones — and everything in between.
Seamless Experience
“One team. Every solution. Zero friction.” From your first call to final signatures, we streamline every step. No handoffs, no confusion — just clarity, speed, and peace of mind.
Your Future, Our Focus
Our mission is simple: To help you build stability, protect what matters, and move forward with peace of mind — all under one trusted name.
At SAI Advisory Group, whether it’s financing your dream home, filing taxes with precision, protecting your assets, or notarizing life’s important documents, we deliver expert guidance with personal attention.
Why SAI Advisory Group?
Service
Every client receives tailored support from professionals who care.
Assurance
We simplify complex decisions with clear, confident advice.
Integrity
Our reputation is built on transparency, ethics, and long-term trust.
The Sai Security Standards
- Institutional-Grade Data Sovereignty: We utilize advanced encryption tunnels for all digital sessions, providing a professional layer of defense for your digital footprint that standard residential or public Wi-Fi does not offer.
- Systemic Regulatory Archival: For your protection, our professional interactions are preserved in a secure regulatory vault. This creates a verifiable, timestamped audit trail of the strategic commitments we make to you.
- Strict NPI Isolation: Your Non-Public Personal Information (NPI) is housed in an isolated business ecosystem. This structure is designed to ensure your sensitive financial documents never mix with personal device storage or unencrypted consumer cloud backups.
- Encrypted Professional Consultations: Every strategy session is protected by business-class AES-256 bit encryption protocols. We employ professional-grade communication channels specifically chosen to maintain the strictest confidentiality.
- Proactive Identity Defense: We prioritize your identity at the start. On this advisory sites, we never collect sensitive identifiers like Social Security Numbers or Dates of Birth. By keeping your initial inquiry limited to general information, we ensure that your data is not yet in a format that could be sold by third parties as a “trigger lead.”
- Fiduciary-Level Accountability: While informal messaging is common elsewhere, we provide a structured, audit-ready environment that prioritizes your data integrity and professional transparency.
Customers Speak
“The best part about working with Sai Advisory Group is how simple they make complex decisions. They explain everything clearly and guide you step by step, so even if you’re not an expert, you feel confident and supported.”
“Verified User”
Secure Your Family Goals With Confidence.
Call Us: 925.268.8825
Narayana Rao Surapaneni, NMLS #2783032 | LoanFactory, Inc., NMLS #320841. Licensing: CA-DFPI2783032; AZ #LO-2013458; FL #LO143165; NC #I-232873; CO License #100544033 Regulated by the Colorado Division of Real Estate; and TX SML Mortgage Loan Originator. Research my professional background at NMLS Consumer Access. Texas Residents: CONSUMER COMPLAINT & RECOVERY FUND NOTICE. Corporate Office: 2195 Tully Road, San Jose, CA 95122. Disclaimer: Not a commitment to lend. Loans subject to credit approval. Rates/programs subject to change without notice. All logos are property of their respective owners. General Disclosure: Professional services in Tax, Insurance, and Real Estate are pending final licensure. Information provided for pending services is for educational purposes only and does not constitute professional advice. Regulated acts for Tax, Insurance, and Real Estate will not be performed until final licensure is secured.