• SJ Financial Services

    Suraj Jatwani AMFI-Registered Mutual Fund Distributors

Structured Financial Execution for Individuals & Families

Supporting clients through disciplined processes, execution, and ongoing financial coordination across regulated financial products.

AMFI-Registered Mutual Fund Distributor (ARN-101144)
Not a SEBI Registered Investment Adviser

Core Support Areas

Investment Execution

Mutual fund transaction facilitation, SIP execution, and portfolio access support.

Risk Protection

Life insurance facilitation and ongoing policy servicing support.

Retirement Access

NPS account facilitation, contribution assistance, and CRA platform support.

Ongoing Support

Documentation, transaction coordination, and service-related assistance.

Our Services & Products

Mutual Funds

Mutual fund is essentially is a Trust. Mutual Fund is a link between the capital market and the Investors.

Life Insurance

Life Insurance planning is a critical component of a financial plan that includes evaluating risks.

Health Insurance

It covers expense of hospitalization due to illness or accident. that can protect your family from financial hardship.

Tax Optimization

Create a legacy that provides supports the causes and charities you care about, and maintains your values across future generations

Equity

Create your wealth with the experts in management of your equity portfolio and want to invest in most secured with top companies for high returns.

Succession Road Map

We help people identify everything they have and then with the help of an advocate , help them draft a will for a dispute free transfer of wealth.

GIVE SHAPE TO YOUR INVESTMENTS....

Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.

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