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Sajay Save | SS Financial Services | Mumbai

Sajay Save

SS Financial Services•Mumbai,MH
1001 Dhanraj Chs, Ram Mandir Road, Babhai Boriivali West,,
Mumbai, MH, 400091
1001 Dhanraj Chs, Ram Mandir Road, Babhai Boriivali West,, Mumbai, MH, 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

20
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

1

IRDAI Licensed Insurance Agent (Life)

1

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