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Suraaj Jatwani | SJ Financial Services | FaridabadSuraaj Jatwani | SJ Financial Services | Faridabad

Suraaj 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

Supporting resident and NRI families with disciplined, goal-based investing. Suraaj Jatwani is the Founder of SJ Financial Services, a Qualified Personal Finance Professional and an AMFI Registered Mutual Fund Distributor with over ten years of experience serving families across India. He works with clients having multiple income sources and financial responsibilities, supporting long-term goal-based investing, retirement-focused investing support, building emergency reserves and facilitating suitable mutual fund investments in line with their financial needs and risk profile through a structured and disciplined approach. Through a relationship-driven approach, he focuses on clarity, consistency and suitability while assisting clients in understanding investment products and processes in a responsible manner, with periodic reviews and ongoing service support. Mutual fund distribution services only. No investment advisory services. Mutual fund investments are subject to market risks

Practice at a glance

10
Years of Experience
100
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

NSE/BSE Authorized Person (AP)

AP3086049901

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
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Suraaj 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