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About
Welcome to Sahjanand Financial Services
“Technology is turbocharger but engine is human touch”
We at Sahjanand Finserv believe that in this fast changing and ever dynamic financial market, we want to be your PHYGITAL (Physical & Digital) Integrated financial partner to provide one stop solution to all your financial needs.
We have started Sahjanand Finserv to give all financial products under one roof coupled with 1.5 Decades of our expertise. We follow core principle of “What is good for client is good for us”
At Sahjanand Finserv we offer you a complete range of solutions that complement our advisory services. The range includes a combination of best of breed proprietary and non-proprietary (third party) products. The approach is to recommend you product solutions within your overall asset allocation in an unbiased manner after evaluating all the options available in the market.
Services
FINANCIAL PLANNING
Financial Planning is the process of meeting your life goals through proper management of your finances. Financial Planning provides direction and meaning to your financial decisions.
ASSET ALLOCATION
Valuation based asset allocation is the disciplined implementation of agreed investment strategy based on investor risk tolerance, financial goal and time frame.
RISK MANAGEMENT
In the world of finance, Risk management refers to the practice of identifying potential risks in advance, analysing them and taking precautionary steps to reduce/curb the risk.
TAX PLANNING
Tax planning is the analysis of a financial situation or plan to ensure that all elements work together to allow you to pay the lowest taxes possible.
PORTFOLIO OVERHAULING
Portfolio overhaul is the process of thoroughly studying your existing investment and provide inputs basis our 1.5 Decades of expertise to ensure you gain best out of your investment.
Products
MUTUAL FUND
Mutual fund is the money pooled in by a large number of people (or investors) is what makes up a Mutual Fund. This fund is managed by a professional fund manager.
FIXED INCOME
Fixed income broadly refers to those types of investment security that pay investors fixed interest or dividend payments until its maturity date.
INSURANCE
Insurance is a means of protection from financial loss. It is a form of risk management primarily used to hedge against the risk of a contingent, uncertain loss.
LOANS
The term loan refers to a type of credit vehicle in which a sum of money is lent to another party in exchange for future repayment of the value or principal amount.
