At Sahaj Wealth, our mission is to make investing simple, structured, and stress-free. We are a mutual fund distribution firm dedicated to helping individuals and families achieve their financial goals through disciplined, goal-based investing.
We believe that wealth creation doesn’t come from reacting to market noise, but from staying consistent with a well-planned strategy. Our approach focuses on understanding your unique aspirations, financial situation, and risk appetite—so we can suggest personalized mutual fund solutions that truly align with your journey.
At Sahaj Wealth, we aim to simplify complexities and bring clarity to your investment decisions. Whether it’s setting your long-term goals, building wealth, or navigating market volatility, we stand by you with honest guidance and continuous support.
Built on the values of trust, transparency, and long-term thinking, we are proud to be a part of our clients’ financial journeys—helping them move closer to financial independence with confidence and peace of mind.
MSc Investment and Finance, CFA Level 1, with 8 years of rich, hands-on experience navigating international and domestic financial markets.
To be the preferred boutique investment firm for investors in India and offer an inspiring, growth-oriented workplace for our built team members.
To reach out to as many families as possible and cleanly guide them on the path to long-term financial independence by increasing foundational financial awareness.
Everything you need to know about our process and services.
Sahaj Wealth is a mutual fund distribution firm that helps individuals and families invest in mutual funds in a structured and goal-based manner. We guide you in selecting suitable funds, building a portfolio, and staying disciplined throughout your investment journey.
We focus on simplicity, personalization, and long-term discipline. Instead of chasing short-term market trends, we build strategies aligned with your financial goals, risk profile, and time horizon—while providing continuous support and guidance.
We specialize in creating a personalised, goal-based solution—designed to help you achieve your life’s most meaningful aspirations. Our services include:
Absolutely nothing to worry. When you invest with us, your money gets invested directly with mutual fund houses under your name. Anytime you want to withdraw, you can do from mutual fund houses directly even if we are not around.
In Regular Plans, mutual fund houses incur costs to manage the fund. These costs are charged to you as a fund management fee (Roughly 0.7% pa including GST). A portion of this fee is shared with us. There are no additional charges. You don’t have to pay us anything separately.
Our value lies in helping you define your financial goals, create a goal-based plan, and then back it up with the right asset allocation. But more importantly, our biggest value addition is helping you avoid costly financial mistakes—mistakes that can set you back years.
Your investments are held directly with the respective mutual fund houses (AMCs) in your name. Sahaj Wealth only facilitates and manages the process—we do not hold or control your money.
We assess your financial goals, investment horizon, income, and risk appetite before recommending funds. Our focus is on creating a well-diversified portfolio aligned with your objectives.
Yes, most mutual funds offer liquidity, allowing you to redeem your investments when needed. However, some funds may have exit loads or tax implications depending on the holding period.
Absolutely. One of our key roles is to help you stay disciplined during volatile periods. We provide timely guidance and ensure your investment decisions remain aligned with your long-term goals.
Yes, we continuously monitor your portfolio and provide periodic reviews to ensure it remains aligned with your goals and market conditions.
You can get in touch with us through our website or contact details. We’ll begin with a simple discussion to understand your goals and guide you through the onboarding and investment process.
We hope to be with you for life. But if you ever choose to move on, you are completely free to do so—no questions asked. We do not hold your assets, and your mutual fund investments are always in your name. You can:
Mutual fund investments are subject to market risks, as they invest in equity, debt, or other securities. However, with the right strategy, diversification, and long-term discipline, risks can be managed effectively. Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
