All Financial Solutions At One Place For You !

What will you Get with Our Financial Plan ?

We Know how it fills to have a dream, A goal fullfilled. We have been successfull in bringing that happiness to 300+ families! You can be sure of that.

Be Ready

Emergency Fund Planning

Protect Yourself & Family

Insurance Planning

Goal Based Investing

Achieve your goals confidently with planned investment bases

Tax

Plan and Save Taxes & file incomeTax Returns on time

Retirement Planning

Live a dignified retired life with apt retirement planning solutions.

Estate Planning

Transfer your hard-earned money in the most tax-efficient manner


Who We Are ...

Sahjik Finserv and Realty (SFR) was established in the year 2019 by Mrs. Kinjal Patel. We offer wealth management advisory services to HNIs, Corporates, Family Offices & Individuals. We provide a range of well-researched services and products, including Mutual Funds, Insurance, Loans, Fixed Deposits, and Structured Products, as well as Portfolio management solutions. Everyone has the right to individualized, unbiased, and fiduciary counsel, and it is our objective to make high-quality financial advice accessible to all.

50

Crore +

AUM

300

+

Happy Clients

15

+

Products

5

+

Years in Industry

OUR PRODUCTS

OUR SERVICES

At Sahjik Finserv, our core aim is to serve our clients with dedication and integrity, meet their expectations and build enduring relationship.

Wealth Management

Financial Health Checkup

Estate Investment Planning

Tax Planning

Retirement Planning

Child Education and Investment Planning

Marriage Investment Planning

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  Access to Model Portfolios


FOUNDER DESK

"Only when you believe it’s possible, do you make it possible."
It’s imperative to start a journey with ‘Why’. It shapes our decisions and enables us to stay relevant to our people. Our deep domain understanding, sharp demographic insights, an adaptive business model, and most importantly, a strong value system, function together behind the way Sahjik conducts its business. Let me share with you some of the key issues that were recognized at the very onset. Primarily, quality investment services were only reserved for the affluent. Personal meetings didn’t prove remunerative for the advisors, which kept the mass audience away from trusted financial services. Most significantly, the lack of financial awareness and literacy proved to be the root cause of mis-selling financial products to the masses by ill-intended advisors. Even with everything falling into place, jargon often led to fear and confusion, thus deterring people from creating or managing money for a better future.

Mrs.Kinjal Patel
    (Founder)

Our Team

Mrs.Kinjal Patel

Founder

Kinjal is a young and dynamic face in the industry with a solution centric attitude. She is an MBA in HR, a go-getter and specialist in financial products. Before co-founding Sahjik, she has been a seasoned Banker and is now the financial products architect of the company.

Mr.Chintan Patil

Customer Support - Financial Products

Chintan is one of those individuals who is happy to help clients. Keeping a checklist of priorities he works in the most systematic manner and solves your queries in a snap of a finger!

Mr.Chetan Walanjkar

Sales Manager – Real Estate

Chetan has 2 Years of Experience in Sales, Marketing and Client Relationship Management. He is the one stop shop at Sahjik for Real Estate, is street smart, has deep market knowledge and believes in delivering solutions with absolute clarity without any mis-selling.

As said – " TIME is MONEY ". The earlier we start, the better we are.

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OUR TESTIMONIALS

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CONTACT US

111 - Silver Point Maneklal, Opp Bikaner Sweet, LBS Marg, Ghatkopar West. Mumbai- 400086

+91-63550 56220 / +91-7208899993

info@sahjikfinserv.com

Give a Missed call on +91 63550 56220 to arrange a call back from our office or Whatsapp: +91 63550 56220