Hi, I'm Sanjay Kumar Patel.
An AMFI-registered mutual fund distributor on a mission to make disciplined, jargon-free investing accessible to every Indian family.
Why I do this work
I started my journey after watching too many hard-working people park their savings in instruments that barely beat inflation — or worse, chase hot tips and lose money. Wealth building isn't about stock tips or timing the market; it's about behaviour, discipline and time.
As a mutual fund distributor (ARN-351784), I help salaried professionals, business owners and families design goal-based portfolios — starting a SIP is often the first step, but the real work is staying invested through market cycles. I stay reachable across YouTube, Instagram and Telegram so you can learn free, and book a 1:1 call when you want personal guidance.
What I believe
- Transparency first — you'll always know what I earn and why a fund is recommended.
- Behaviour > brains — the best portfolio is the one you can stick with.
- Goals, not products — every rupee gets mapped to a goal and a timeline.
- Free education forever — follow the socials, learn at zero cost.
Simple, honest process
1. Free discovery call
We discuss your goals, income, and current investments — no charge, no obligation.
2. Personalised plan
You get a goal-mapped portfolio with exact funds, amounts and step-up schedule.
3. Invest & review
Paperless onboarding, then annual (or on-demand) portfolio reviews.
Find me on social media
Daily content on investing, money habits and market sanity.