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SJS Finserve
SJS FINSERVE PRIVATE LIMITED

Financial growth begins with the right guidance.

We help individuals and businesses turn goals into disciplined, goal-based investment plans — through Mutual Funds, SIPs, SIF and Wealth Management, with advice you can actually follow.

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MUTUAL FUNDS SIP SIF WEALTH MANAGEMENT
SJS · FINSERVE
OUR SERVICES

Five ways we help you build wealth with intention.

Every service is built around one idea — plan first, invest with discipline, review often.

Mutual Fund Distribution & Advisory

Curated mutual fund selection and ongoing advisory, matched to your risk profile and time horizon.

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Systematic Investment Planning (SIP) & Lumpsum

Disciplined, recurring investing that turns small, consistent steps into long-term wealth.

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Specialised Investment Fund (SIF)

Advanced investment opportunities with greater flexibility and diversification, for investors ready to go beyond the conventional.

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Wealth Management

A single, coordinated view across your holdings — built to grow and protect your wealth over time.

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Portfolio Diversification & Risk Management

Spreading exposure with purpose, so your portfolio can withstand market cycles.

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Security Trustee Services

Independent trustee services that safeguard security interests, manage collateral, and protect the rights of lenders and investors throughout the transaction.

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What we Offer ?

What we Offer ?

Security

  • 60+ years of delivering exceptional service to Indians across generations
  • 100% safe and trusted by over a million Indians
  • Powered by HDFC Bank Gateway

Convenience

  • 24x7 availability — paperless transaction
  • Instant redemption
  • Social login for easy access
  • Digital KYC

Existing Folio Mapping

  • Existing folios transferred to the investor automatically
  • No additional paperwork required

Quick SIP Registration

  • Register a new SIP within a minute
  • Digital mandate registrations
  • First payment of a registered SIP can be between 6 and 30 days
  • No 30-day waiting time

RM Assisted

  • RM can initiate account opening and transactions on behalf of the investor
  • Activation only after the investor's consent

Single Family Login

  • For multiple investors of the same family
  • Manage transactions of your entire family

Multiple Payment Modes

  • Debit card, net banking
  • Offline methods (cheque)
  • Transact using mandate

Portfolio Reports

  • Comprehensive performance report
  • Trade book
  • SIP report
  • Capital gains report

WHY SJS FINSERVE

Guidance built around your goals, not our targets.

We keep the process simple: understand what you're building toward, recommend what actually fits, and stay with you as your plan evolves.

04

Principles that guide every recommendation we make — reviewed with you, not filed away after day one.

  • Goal-based, not product-first

    Every recommendation is tied to a milestone you've named — not a fund we need to sell.

    Principle 01

  • Transparent, at every step

    You'll always know what you're invested in and why — no fine print you weren't shown.

    Principle 02

  • Disciplined, long-term partnership

    We review and adjust with you, instead of disappearing after the first investment.

    Principle 03

  • One view across products

    Mutual Funds, SIPs, SIF and Wealth Management, coordinated as a single strategy.

    Principle 04
Terms & Conditions — SJS Finserve
LEGAL · SJS FINSERVE PRIVATE LIMITED

Terms & Conditions

These Terms & Conditions govern your use of the SJS Finserve Platform. By accessing or using the Platform, you agree to be bound by these Terms. Please read them carefully before proceeding.

sjsfinserve.com info@sjsfinserve.com Registered Office: Delhi, India Last Updated: [DD Month YYYY]
01

About Our Website

The SJS Finserve Platform provides information about our financial products, wealth management services, investor education, and related content for general informational purposes.

02

No Investment Advice

Information on the SJS Finserve Platform is for informational purposes only and does not constitute investment, financial, tax, or legal advice. Users should seek independent professional advice before making investment decisions.

03

No Guarantee of Returns

All investments are subject to market risks, and past performance is not indicative of future results. SJS Finserve does not guarantee the accuracy, completeness, or future performance of any information or investment.

04

Platform Usage

By using the SJS Finserve Platform, you agree to use it only for lawful purposes and not to copy, reproduce, scrape, misuse, or attempt unauthorized access to any part of the Platform or its content.

05

Enquiries and Communication

Submitting an enquiry does not create any client or advisory relationship. SJS Finserve may contact you using the details provided to respond to your enquiry or provide information about its services.

06

Third-Party Links

The SJS Finserve Platform may contain links to third-party websites or services. SJS Finserve is not responsible for their content, privacy practices, availability, or security.

07

Intellectual Property

All content, trademarks, logos, graphics, research, and other materials on the SJS Finserve Platform are the exclusive property of SJS Finserve Private Limited and may not be used without prior written permission.

08

Limitation of Liability

SJS Finserve shall not be liable for any loss or damage arising from reliance on Platform content, investment decisions, technical interruptions, website unavailability, or circumstances beyond its reasonable control.

09

Indemnity

You agree to indemnify and hold harmless SJS Finserve, its directors, employees, and affiliates from any claims or liabilities arising from your misuse of the Platform or violation of these Terms.

10

Governing Law

These Terms are governed by the laws of India, and any disputes shall be subject to the exclusive jurisdiction of the courts in Delhi, India.

11

Changes to these Terms

SJS Finserve may revise these Terms & Conditions at any time. Continued use of the Platform constitutes acceptance of the revised Terms.

QUESTIONS ABOUT THESE TERMS

Reach out any time.

info@sjsfinserve.com
Privacy Policy — SJS Finserve
LEGAL · SJS FINSERVE PRIVATE LIMITED

Privacy Policy

SJS Finserve Private Limited ("SJS Finserve", "we", "our", or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose and safeguard your Personal Data in accordance with applicable laws in India.

sjsfinserve.com info@sjsfinserve.com Registered Office: Delhi, India Last Updated: [29 July 2026]
01

Information We Collect

SJS Finserve may collect your name, contact details, information voluntarily provided by you, and technical data such as IP address, browser information, cookies, and website usage.

02

Lawful Basis and Purpose of Processing

SJS Finserve uses your information to provide financial services, respond to inquiries, communicate relevant updates, comply with legal and regulatory obligations, and protect the Platform.

03

Disclosure and Sharing of Data

SJS Finserve does not sell or rent your Personal Data. Information may be shared only with authorized service providers, business partners, regulators, or where required by applicable law.

04

Data Security and Retention

SJS Finserve maintains reasonable security measures and retains Personal Data only for as long as necessary to provide services or meet legal and regulatory requirements.

05

Cookies

SJS Finserve may use cookies and similar technologies to improve website functionality, analyze usage, and enhance user experience. You may manage cookies through your browser settings.

06

Third-Party Websites and Services

The SJS Finserve Platform may contain links to third-party websites. SJS Finserve is not responsible for their privacy practices, content, or security.

07

Data Retention

Personal Data is retained only for legitimate business, legal, and regulatory purposes and securely disposed of where permitted by law.

08

Your Rights

Subject to applicable law, you may request access to, correction, or deletion of your Personal Data, or withdraw consent where applicable, by contacting SJS Finserve at info@sjsfinserve.com.

09

Children's Privacy

The SJS Finserve Platform is not intended for children, and SJS Finserve does not knowingly collect their Personal Data.

10

Changes to this Privacy Policy

SJS Finserve may revise this Privacy Policy from time to time. Any updates will be effective upon publication on the Platform with the revised "Last Updated" date.

QUESTIONS ABOUT YOUR DATA

Reach out any time.

info@sjsfinserve.com