Sanjeev Wealth is the practice of Sanjeev Bhardwaj, who began serving families in Bhopal with LIC in 2006 and extended into motor and health insurance in 2007. Today, as an AMFI-registered Mutual Fund Distributor, we also help clients invest in mutual fund schemes through SIPs and lump sum investments.
What has stayed the same is the way we work: clear explanations, honest disclosures and someone who picks up the phone when you call.
Transaction, documentation and servicing support across mutual funds and insurance.
Access schemes from leading AMCs with help on scheme documents, KYC, transactions and servicing.
Know moreRegister, modify and track Systematic Investment Plans with auto-debit mandates and timely reminders.
Know moreInformation and transaction support for ELSS schemes and insurance premiums eligible under prevailing tax laws.
Know moreMutual fund and insurance products commonly used to build a retirement corpus and draw a regular income from it.
Know moreLife, health and motor insurance with help on proposals, renewals and claim documentation since 2006.
Know moreKYC, FATCA and mutual fund transaction support for Non-Resident Indians investing through NRE or NRO accounts.
Know more
A simple, documented process so you always know what is happening with your money.
We listen to what you are looking for, your time frame and your comfort with risk.
You receive official scheme documents, riskometers and policy brochures to review.
We help with KYC, mandates, nominations and transaction forms, online or on paper.
Statements, changes, renewals and redemptions handled whenever you need them.
Mutual funds, deposits and insurance from regulated institutions, all serviced from one place.
Schemes that invest mainly in shares of listed companies across large cap, mid cap, small cap, flexi cap and thematic categories.
Our relationships are long. Many clients who first met us for a life insurance policy now also invest in mutual funds with our help.
AMFI registered with a published ARN and a clear grievance process.
Commission and product costs disclosed up front, in writing.
You speak to the same person who knows your history.
Reachable 10:00 AM to 8:00 PM by phone, WhatsApp or email.
Ten simple tools to put numbers to a SIP, a goal, a loan or a retirement corpus.
We distribute schemes of SEBI-registered Asset Management Companies, including the ones below.
SBI Mutual Fund
HDFC Mutual Fund
ICICI Prudential Mutual Fund
Nippon India Mutual Fund
Axis Mutual Fund
Kotak Mahindra Mutual Fund
Aditya Birla Sun Life Mutual Fund
UTI Mutual Fund
DSP Mutual Fund
Mirae Asset Mutual Fund
SBI Mutual Fund
HDFC Mutual Fund
ICICI Prudential Mutual Fund
Nippon India Mutual Fund
Axis Mutual Fund
Kotak Mahindra Mutual Fund
Aditya Birla Sun Life Mutual Fund
UTI Mutual Fund
DSP Mutual Fund
Mirae Asset Mutual Fund
Tata Mutual Fund
Franklin Templeton Mutual Fund
Canara Robeco Mutual Fund
PPFAS Mutual Fund
Motilal Oswal Mutual Fund
Bandhan Mutual Fund
HSBC Mutual Fund
Invesco Mutual Fund
Edelweiss Mutual Fund
Quant Mutual Fund
Tata Mutual Fund
Franklin Templeton Mutual Fund
Canara Robeco Mutual Fund
PPFAS Mutual Fund
Motilal Oswal Mutual Fund
Bandhan Mutual Fund
HSBC Mutual Fund
Invesco Mutual Fund
Edelweiss Mutual Fund
Quant Mutual Fund
Logos and names are trademarks of the respective Asset Management Companies.
Short, plain-language reads on how mutual funds and insurance work.
Sum insured, waiting periods, co-payment, room rent limits and more, explained in plain language before you buy or renew.
Read articleKYC is mandatory for mutual fund investing. Here is what it involves, the status you may see, and how to keep it valid.
Read articleEvery mutual fund scheme carries a riskometer. Here is what its six levels mean and how it is updated.
Read article
Call or message us between 10 AM and 8 PM for help with mutual funds, SIPs or insurance. We usually respond the same day.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Register a Systematic Investment Plan in the mutual fund scheme of your choice. We help with KYC, bank mandate and paperwork, at our Arera Colony office or over a call.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
