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Suraj Jatwani | SJ Financial Services | FaridabadSuraj Jatwani | SJ Financial Services | Faridabad

Suraj Jatwani

SJ Financial Services•Faridabad,HR
2A/5 BP NIT Faridabad,
Faridabad, HR, 121001
2A/5 BP NIT Faridabad, Faridabad, HR, 121001
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About

Suraj Jatwani helps resident and NRI families bring structure, consistency, and clarity to their financial lives — through disciplined, goal-based investing. As the Founder of SJ Financial Services, Suraj is an AMFI-Registered Mutual Fund Distributor (ARN-101144) and a Qualified Personal Finance Professional (QPFP®) with over 12 years of experience serving families across India and abroad. He works with salaried professionals, business families, and NRIs who manage multiple income sources and financial responsibilities. His approach is process-driven and relationship-focused — helping clients organize their finances, invest towards long-term goals, build retirement readiness, and maintain financial discipline through life's changing phases. His work is built on three principles: clarity over complexity, consistency over reaction, and suitability over returns-chasing. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.

Practice at a glance

11
Years of Experience
125
Families Served
--
Crores Managed

Practice Details

Min Monthly Investment:₹15,000 & more
Min Lumpsum Investment:₹5,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:NRI / OCI, HNI Families, Salaried Executives
Language Spoken:Hindi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-101144

IRDAI Licensed Insurance Agent (Life)

1302111J

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Buy Right Insurance
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Gift City

Complimentary Services

Get any of the free services to experience working with Suraj Jatwani.

Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check
Risk Profile Assessment
Loan & EMI Review