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Mutual Funds
Professionally managed equity, hybrid, ELSS, and debt schemes tailored to your goals via SIP or lumpsum.
Your Dreams, Our Commitment. Tailored mutual fund strategies, family insurance protection, and doorstep portfolio tracking — trusted by over 1,000 families across Pune and worldwide.
From asset allocation and family protection to paperless tracking — we simplify every step of your financial journey with complimentary initial planning.
We evaluate your existing holdings across three core pillars: risk alignment, product suitability, and disciplined asset allocation.
Answer three quick questions to clarify your investment horizon, comfort with market swings, and ideal equity-debt balance.
Go completely paperless with swift online e-KYC registration and individual login access to track or invest anytime.
Get started online →Shielding your loved ones from unforeseen risks comes first. Select tailored LIC, term life, and medical insurance policies.
Lower annual tax outgo through ELSS mutual funds and eligible retirement avenues while compounding long-term wealth.
Build an inflation-resilient nest egg across equity, debt, and gold so your retirement years remain independent and fulfilling.
View model portfolios →A curated lineup of investment, risk-protection, and fixed-income avenues structured around your family's goals.
Professionally managed equity, hybrid, ELSS, and debt schemes tailored to your goals via SIP or lumpsum.
Comprehensive LIC, term protection, and health plans securing your family's income and medical emergencies.
Portfolio Management Services and Alternative Investment Funds for high-conviction, customized wealth mandates.
Guided long-term equity & unlisted opportunities aligned with your overall asset allocation framework.
Trusted corporate and bank fixed deposits offering predictable interest and senior citizen benefits.
Capital gain bonds (54EC), sovereign, and high-grade corporate bonds for steady fixed-income stability.
Thematic model equity baskets reflecting clear investment ideas with transparent stock ownership.
RBI-regulated P2P fixed-income diversification avenue designed for steady short-to-medium term yields.
Rising living and education costs require more than guesswork. We map each of your family's milestones to an inflation-adjusted target and a practical monthly SIP you can sustain comfortably.
12–15 yrs
University and overseas tuition costs compound rapidly. Starting a dedicated SIP early keeps admissions stress-free.
20–30 yrs
Maintain your lifestyle after active income stops by giving your retirement corpus decades to compound steadily.
5–8 yrs
Accumulate a solid down payment systematically so future home EMIs stay comfortable within your monthly budget.
10+ yrs
Build enduring family prosperity through patient, consistent monthly investing across changing market cycles.
Adjust your monthly contribution, duration, and assumed return rate to estimate potential long-term wealth creation.
at an assumed 12% p.a. · illustrative
Structured combinations of mutual fund schemes organized by risk comfort and time horizon — reviewed periodically to keep your allocation on track.
Sanjay Financial Services has been providing trusted financial advisory in Pune for over two decades. Led by Chief Financial Advisor Sanjay Bajrang Yadav, we manage a ₹100+ Cr AUM portfolio across investments and insurance, having secured over 1,000 families across India and abroad.
We offer financial planning, asset allocation, and doorstep investment monitoring — giving every client individual online login credentials, paperless transactions, regular summary reports, and interactive Investor Awareness Programs with guest industry experts.
Financial products should fit into the strategy laid out for your goals — never the other way around.
Regular portfolio summary reports, market updates, and honest reviews in simple, clear language.
Individual login credentials, fast online MF transactions, and instant WhatsApp & phone support.
Welcoming clients to Investor Awareness Programs with industry guest speakers on wealth planning.
“The financial products should fit into the strategies laid out — and not the other way round. Your wealth creation is my objective, Your Dreams Our Commitment.”
“I have been a customer of Sanjay Financial from the last 15 years. Sanjay gave me lots of best financial solutions. He has deep knowledge of investment, is polite and positive, and understands customer requirements...”
“Started taking LIC policies from Sanjay at the beginning of my career from 2004–05. Very much satisfied with the professionalism and quality of service he provides to our family, updating his foray to Mutual Funds...”
“When I entered into my IT career I had zero knowledge about investment and tax, but because of Sanjay Sir's services now I understand all concepts and am getting better at savings. Highly recommended.”
“He is very mature and learned in the subject of financial planning and gives very nice ideas on how to invest for the whole family. I personally would like to recommend his services to all.”
“Sanjayji offers personalized help and explains everything to make all investment concepts easy to understand.”
“Precise reading & logically explained. Thank you for the continuous guidance.”
Verified certifications and long-standing institutional partnerships supporting your investments since 2011.
Recognized under the Ministry of Micro, Small & Medium Enterprises, Govt. of India.
Certified Quality Management System committed to structured, client-first service standards.
Authorized Prudent & FundzBazar Channel Partner for Sanjay Bajrang Yadav since 11 Mar 2011.
Registered & Empowered By
Stay updated on your family's mutual funds, SIPs, and tax statements through secure individual login credentials on FundzBazar.
Schedule a complimentary portfolio review, visit our Navi Sangvi office in Pune, or open your paperless investment account in minutes.
Enjoy a relaxed, one-on-one conversation by phone or at our Navi Sangvi office — focused purely on your goals, with zero sales pressure.
Answer three quick questions to view an illustrative asset allocation.
Access your mutual fund & wealth portfolio anytime with your individual credentials.