About Sanjeev Wealth
Serving families in Bhopal with insurance since 2006 and mutual fund distribution today.
- Home
- About Us
Our Story
Sanjeev Wealth began with a simple idea: people deserve clear information and dependable service when they deal with money. Sanjeev Bhardwaj started working with LIC in 2006, helping families in Bhopal understand and buy life insurance.
In 2007 he began serving motor and health insurance needs as well, and over time clients started asking for help with mutual funds too. As an AMFI-registered Mutual Fund Distributor (ARN-126915), we now help clients invest in schemes of SEBI-registered AMCs through SIPs and lump sum investments.
More than 300 customers trust us with their paperwork, renewals and transactions. Most of them came through the recommendation of an existing client.
Our Journey So Far
Milestones from two decades of work with families in Bhopal.
- 2006
Life insurance with LIC
Began helping families with life insurance proposals, policies and servicing.
- 2007
Motor and health insurance
Extended services to vehicle and health covers for individuals and families.
- AMFI
Mutual fund distribution
Registered with AMFI as a Mutual Fund Distributor, ARN-126915, currently valid till 12 July 2029.
- 300+
Customers served
A client base built largely on long relationships and referrals.
Meet Sanjeev Bhardwaj
Founder, Sanjeev Wealth
Sanjeev personally handles client relationships at Sanjeev Wealth. His focus has always been on explaining products clearly, completing documentation correctly and staying reachable long after a policy is issued or an investment is made.
He holds a valid AMFI registration as a Mutual Fund Distributor and follows the AMFI Code of Conduct for intermediaries.
- Associated with LIC since 2006
- Motor and health insurance since 2007
- AMFI Registered MFD, ARN-126915
- Office in Arera Colony, Bhopal
What We Stand For
Four principles that guide every client interaction.
Transparency
Commission, costs and product conditions disclosed clearly before you decide.
Clarity
Products explained in plain language, backed by official documents.
Confidentiality
Your personal and financial information is handled with care.
Accessibility
Available by phone, WhatsApp and email from 10 AM to 8 PM.
Registration Details
Regulatory information about our mutual fund distribution business.
| Name of Distributor | Sanjeev Bhardwaj (Sanjeev Wealth) |
| Registration | AMFI Registered Mutual Fund Distributor |
| ARN | ARN-126915 |
| ARN validity | 13 July 2026 to 12 July 2029 |
| Office | Flat No. LIG 203, Block B1, 2nd Floor, Pradhan Mantri Awas Parisar, 12 No. Bus Stop, Arera Colony, Bhopal, Madhya Pradesh 462016 |
| Contact | +91 73543 16267 / mahisanjeev9@gmail.com |
| Working hours | 10:00 AM to 8:00 PM |
Speak With Us Today
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.
