OUR SERVICES
At SJ Wealth Intelligence, every recommendation begins with understanding your goals.
We provide independent, evidence-based financial advice tailored to your life, helping you build, manage and preserve wealth with confidence.
How We Can Help
Financial Planning
Investment Advisory
Investment Advisory
Comprehensive financial planning aligned with your goals, cash flows, family priorities and long-term aspirations.
Investment Advisory
Investment Advisory
Investment Advisory
Research-driven investment recommendations aligned with your risk profile, financial goals and investment horizon.
Portfolio Review
Investment Advisory
Retirement Planning
Independent review of your existing portfolio to improve diversification, risk management and long-term performance.
Retirement Planning
Goal-Based Wealth Creation
Retirement Planning
Create sustainable retirement income strategies that help preserve wealth and maintain your desired lifestyle.
Goal-Based Wealth Creation
Goal-Based Wealth Creation
Goal-Based Wealth Creation
Structured planning for education, retirement, home purchase, business, travel and other life goals.
Ongoing Wealth Management
Goal-Based Wealth Creation
Goal-Based Wealth Creation
Regular portfolio reviews, continuous monitoring and proactive advice as your life and financial goals evolve.
© 2026 SJ Wealth Intelligence. All Rights Reserved.
Independent Advice. Intelligent
Wealth Decisions.
sudhir@sjwealthintelligence.com
Phone
+91 80973 12372
Navi Mumbai, Maharashtra, India
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