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SS Financial Services•Mumbai

1001 Dhanraj Chs, Ram Mandir Road, Babhai Boriivali West,,

Mumbai, 400091

1001 Dhanraj Chs, Ram Mandir Road, Babhai Boriivali West,, Mumbai, 400091

About

I am focused on providing unbiased and client centric financial guidance. I work closely with every kind of individuals to understand their goals, life stages and risk preferences. My approach is rooted in transparency and simplicity.

Practice at a glance

Years of Experience

500

Families Served

₹50

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹10,000 & more

Nature of earnings:Commissions

Mode of Meetings:Physical, Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Citizens / Retirees, Salaried Executives, Professionals (CAs, Lawyers)

Language Spoken:Hindi, Marathi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Financial Freedom

Buy Right Insurance

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Sajay Save.

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check

Tax-Saving Review