Shop No.1, Kanchanganga Building, Shivaji Path, Near Thane Station, Thane, Maharashtra, India - 400602
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.
