SIP for Child Future

Building a Strong Foundation for Your Child's Future

Mutual Fund

Your Dreams, Come True With Us!

SIP for Retirement Planning

Secure Your Golden Years with SIP

About Us

SJS Wealth dedicates themselves to providing world-class client service. Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, guide them on how to get financial freedom, and continually remind them of the importance of maintaining a disciplined approach towards pursuing their dreams..

We do believe “Our professions do not define us, but our words do”..
Hence our tag line is “Thinking beyond Profits”.

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What We Offer

1

Mutual Fund

A mutual fund is a type of investment vehicle that pools money from multiple investors to invest in a diversified portfolio of securities. The securities can include stocks, bonds, money market instruments, or a combination of these.

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2

Health Insurance

Health insurance is a type of insurance that provides coverage for medical expenses incurred by an individual or their family. Health insurance policies are designed to cover the costs of medical and surgical expenses, hospitalization, and other related expenses.

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3

Life Insurance

Life insurance is a type of insurance that provides financial protection for the family or beneficiaries of a policyholder in the event of the policyholder's death. The policyholder pays premiums to the insurance company

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4

Bonds

Bonds refer to high-security debt instruments that enable an entity to raise funds and fulfill capital requirements. It is a category of debt that borrowers avail from individual investors for a specified tenure.

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5

Equity

Equity represents ownership or a share of value in a company or property and is typically measured by the difference between assets and liabilities. It can be acquired through stock ownership, investments, or contributions.

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6

Liquiloans

Liquiloans is a financial technology company that offers digital lending services, providing individuals and businesses with quick and convenient access to short-term loans.

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7

Smallcases

Smallcases is an investment platform that allows users to invest in pre-selected portfolios of stocks or exchange-traded funds (ETFs), based on various investment themes or strategies, all bundled together as a single investment instrument.

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8

NPS

The National Pension Scheme (NPS) is a government-sponsored pension system in India that aims to provide retirement income to citizens. It offers a range of investment options and tax benefits, encouraging individuals to save for their future.

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9

Digital Will

A digital will is a legal document that outlines how a person's digital assets and online presence should be managed or transferred after their death, ensuring their digital legacy is handled according to their wishes.

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Features

Zero Paperwork

Seamless on-boarding, quick and simple

Safe and Secure

Bank Grade Security

Assistance for Asset Allocation

Get customized Asset Allocation

Monitor your Entire Portfolio

See your complete portfolio in a single place, in few clicks

Zero Fees

We charge nothing from our Clients

One Click Transact

In few clicks, Invest/Redeem/Insure, All in hassle-free manner.

Give Shape To Your Investments, Create A Perfect Goal Now

SIP Calculator

Plan your investments, calculate your SIP with ease.

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Lumpsum Calculator

Make smart investment decisions with our lumpsum calculator.

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Retirement Calculator

Secure your retirement with our reliable calculator.

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Education Calculator

Invest in your child's future with our education calculator.

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Wedding Calculator

Plan the perfect wedding without breaking the bank, use our calculator today.

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Dream Vacation Calculator

Turn your dream vacation into reality with our customized calculator.

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MULTI ASSET INVESTMENT APP

Access anywhere, anytime

Transact seamlessly, switching between our app and website. Download the APP now

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Some words from our customers

We've been helping businesses to do their best since 2003.

(Your company name) is helping in identifying financial goals and preparing investment plans according to them. Their personalized advice and always ready-to-help approach is very helpful for me to intake financial decisions.

Pratibha T.

Investor

This Company is helping in identifying financial goals and preparing investment plans according to them. Their personalized advice and always ready-to-help approach is very helpful for me to intake financial decisions.

Mohan Singh

CEO, ABC Pvt. Ltd.

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Contact Us

Find Us

Office No 907 Skyways Sereno
Porwal Road Lohegaon 411047 Pune

Inquiry Form

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