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
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