Jyoti Vekaria | SJFMC CAPITAL LIMITED

About

I AM A CHARTERED ACCOUNTANT IN INVESTMENT ADVISORY SINCE 1998. OUR COMPANY IS A NBFC REGISTERED WITH RBI. WE ARE A GROUP CHARTERED ACCOUNTANTS INTO FINANCIAL AND MANAGEMENT CONSULTANTCY

Practice at a glance

25

Years of Experience

45

Families Served

₹95

Crores Managed

Practice Details

Min Monthly Investment:₹30,00,000 & more

Min Lumpsum Investment:₹10,00,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:NRI / OCI, Senior Citizens / Retirees, HNI Families

Language Spoken:Hindi, Telugu, Gujarati, English

Qualification Completed

CA – Chartered Accountant

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Jyoti Vekaria.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Mutual Fund Portfolio Review