
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 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
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Financial Health Checkup

Estate Investment Planning

Tax Planning

Retirement Planning

Child Education and Investment Planning

Marriage Investment Planning
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.
Schedule MeetingOUR TESTIMONIALS


Nakul Patel
General Manager – Atmiya Properties.
Though I have heard a lot about mutual funds in past but was reluctant to invest due to risk involved in this. But the way you explained in a lay man language and helped to distribute the financial portfolio was absolutely amazing and extremely helpful.


Shivani Shah
Travel Blogger
I would like to appreciate your good work and the endless hours of service that you and your company have dedicated to my Financial Portfolio. I appreciate your positive attitude and your ability to motivate people for their Financial needs.


Bhakti Ramnathkar
Teacher
Even knowing the fact that I need an investment planning but just was putting money blindly in insurance policies to get benefit from tax liabilities. But, throughout the last one year I can say that right now I am on the right track with Sahjik Finserv.


Nilesh Popat
Director - Hapag-Lloyd AG
Your way of interaction was impressive. Firstly, you understood the needs/goals of my life. Then afterwards you send me the entire roadmap and also discussed and explained me the concept very well… The plan sent by you was also customised according to my requirement.


Kaushik Jethva
Software Engineer - Capgemini
Engineers are known be bad when it comes to money matters. I was no different until Sahjik Finserv extended their help. Sahjik Finserv helped me plan mine as well as my family’s future better Sahjik Finserv team made me wiser in financial planning and investments.


Khushali Raval
Alkem Laboratories
I was very sceptical about investing in mutual funds but somehow took the plunge. Sahjik Finserv has put my fears at bay, understands my financial goals & is helping me achieve them. Very impressed by Sahjik Finserv relationship so far.

