Sachin Tejuja

Co-Founder

Mumbai, Maharashtra, India18 yrs 5 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Expert in designing goal-aligned mutual fund portfolios.
  • Specialized in health insurance for families and NRIs.
  • Strong focus on education-driven financial decision making.
Stackforce AI infers this person is a Financial Services expert with a strong focus on Wealth Management and Insurance.

Contact

Skills

Core Skills

Wealth ManagementFinancial AnalysisBusiness Development

Other Skills

trust and estate planningMotor insurance claims expertRetirement PlanningHealth InsuranceAuto InsuranceGeneral InsuranceTerm Life InsuranceCertified Financial PlannerTeam ManagementManagement Information Systems (MIS)Business StrategyManagementBankingCustomer Relationship Management (CRM)Retail Banking

About

I am a Certified Financial Planner committed to helping working professionals and families make logical, structured, and confident financial decisions. In today’s environment, financial advice is everywhere. Market tips, return screenshots, trending funds, viral opinions. But wealth is not built on noise. It is built on structure. Most people earn well. Very few plan well. Even fewer protect well. My work focuses on bringing clarity to complexity. I help individuals who want more than just investment suggestions. They want a framework. A strategy. A system. My core areas of expertise include: • Designing goal-aligned mutual fund portfolios based on risk capacity and time horizon • Helping salaried professionals build disciplined long-term wealth strategies • Structuring comprehensive health insurance for families • Assisting NRIs in securing reliable health coverage for their ageing parents in India • Advising EV owners on specialised insurance structures and claim positioning • Building integrated protection and wealth frameworks that balance risk and growth I strongly believe financial planning is not about chasing the highest returns. It is about protecting the downside first and then compounding intelligently over time. My advisory philosophy is simple: Risk first. Returns next. Strategy always. I do not believe in product pushing or fear-based selling. I believe in education-driven decision making. Every recommendation must answer three questions: Is it aligned to your goals? Is the risk understood? Is it sustainable long term? Wealth creation is not a one-time event. It is a disciplined process built on asset allocation, risk management, behavioural control, and structured review. If you are a working professional who wants clarity instead of confusion, structure instead of speculation, and long-term stability instead of short-term excitement, we should connect. Let us build your financial life on logic, not luc

Experience

My legacy estate planner

Founder

Feb 2026Present · 2 mos · Mumbai, Maharashtra, India · Hybrid

  • Guiding families in estate planning, will drafting, registration and probate,business succession planning, Unbiased consultation for Transferring wealth through legacy laws prevailing in India
Wealth Managementtrust and estate planning

Wealth pro financial services, jv claim assure services

Certified Financial Planner

Dec 2022Present · 3 yrs 4 mos · Mumbai Metropolitan Region · Hybrid

Financial AnalysisWealth ManagementMotor insurance claims expertRetirement PlanningHealth InsuranceAuto Insurance+3

Career break

Personal goal pursuit

Sep 2022Present · 3 yrs 7 mos

Landmark insurance

General Manager

Jan 2020Sep 2022 · 2 yrs 8 mos · Mumbai Area, India

Mahindra first choice wheels ltd

Zonal Head West Zone Autoinspekt

Jun 2016Jan 2020 · 3 yrs 7 mos · Mumbai

  • Initiating and closing of national tie ups for business of vehicle valuations with banks, NBFCs and various financial institutions across the Country with a team of 16 members.
  • Recruiting and mentoring State Heads for development of incremental business in their respective states.
  • Recruiting and mentoring valuators on various aspects of vehicle inspection and valuation on a regular basis.
  • Appointing franchisees, freelancers, training backend employees and thereby enhancing the geographical network for clients.
  • Handling client escalations and resolving issues related to TAT, quality checks and issues related to values assigned to the vehicles.
  • Providing TAT and quality MIS to clients.
  • Creating new processes with innovative methods and designing the Autoinspekt portal for ease of updating the status of valuation leads to clients, thereby enhancing client satisfaction and resulting into incremental business for the organization.
  • Initiated new valuation tie-ups with various corporates and Insurance companies for valuations of employee vehicles across the Country.
  • Adopted technology-based methods for conducting vehicle inspections and increased the business volumes to 10,000 valuations from 1200 valuations in a span of three years.
  • Preparing detailed MIS for certain clients for vehicle portfolio analysis at a National level on monthly basis for a bird’s eye view on the assets financed.
  • Responsible for the Profit and Loss of retail valuations and presenting it every quarter in the review meetings.
  • Generating new ideas to adopt technology and leveraging it to use the existing database of repossessed / auctioned vehicles to the client’s advantage and making the same as a unique selling proposition in the respective field of valuations.

Interstellar services private limited

Associate General Manager

Mar 2015Jun 2016 · 1 yr 3 mos · Mumbai Area, India

  • Tie-up with various banks and financial institution for distribution of various loan products.
  • Recruitment of sales team members and tele-callers for generating business.
  • Tie-up with various authorized automobile dealerships and brokers for generating business.
  • Responsible for collection of revenue receivables from dealerships and financial institutions.
  • Setting up of Monthly sales targets for the loan business.
  • Formulation of Business Strategy and Business plan in synergy with Senior Management.

Modi car agencies pvt. ltd.

Sr. Manager - Sales

Dec 2013Mar 2015 · 1 yr 3 mos · Mumbai Area, India

  • Managing sales and operations for Hyundai authorized dealership of the group.
  • Managing and leading a team of showroom sales consultants, team leaders, and assistant sales managers, sales managers for new as well as used cars.
  • Planning and formulating weekly and monthly sales targets of sales consultants for new car sales team and used car sales team (80% of the total sale of the dealership was of new cars and 20 percent was of used cars excluding taxis)
  • Supervising operation of the customer care division and responsible for ensuring highest levels of customer satisfaction both for pre sales and post sales of vehicles.
  • Planning executing and achieving wholesale and retail targets as assigned by the manufacturer on a monthly basis.
  • In depth analysis of inventories of new cars and used cars at dealership, identifying slow moving models and fast moving vehicles models variant wise and color wise of new cars and used cars on a weekly basis and thereby ensuring a low level of current stock and faster churning of vehicle inventory leading to lower interest expenses.
  • Planning and executing monthly revenue targets sales consultant wise in the areas of retail finance, car accessories and car insurance.
  • Providing soft skills training, product knowledge and market intelligence and market information to consultants (new car and used car on a weekly basis).
  • Identifying of ageing stock and dead stock (both new cars and used cars) on a bi weekly basis and ensuring liquidation of this stock through designing and offering attractive incentive schemes to sales consultants.
  • Managing and monitoring of daily collection of payments through the sales team for new car and used car receivables from customers, receivables of commissions and payouts from banks ,insurance companies and manufacturers and ensuring in time submission of claims to manufacturers

Mahindra finance

Area Business Head

Feb 2013Nov 2013 · 9 mos · Mumbai Area, India

  • Managing sales of auto loans (passenger cars) of the organisation through respective channel partners such as authorized direct sales associates of the bank and leading authorized automobile dealers.
  • Leading and supervising the team of finance, sales executives, coordinators, team leaders and territory managers.
  • Organizing and managing collection of post-delivery documents.
  • Appointing new channel partners for sales of auto loans.

Hdfc bank

Deputy Manager

Feb 2008Jan 2013 · 4 yrs 11 mos · Mumbai Area, India

  • Managing sales of auto loans (passenger cars) of the bank through respective channel partners such as authorized direct sales associates of the bank and leading authorized automobile dealers.
  • Leading and supervising the team of finance, sales executives, coordinators, team leaders and territory managers.
  • Organizing and managing collection of post-delivery documents.
  • Appointing new channel partners for sales of auto loans.
  • Cross selling of other banking products like savings account, current account, fixed deposits, motor insurance, etc.

Stallion motors nigeira limited

Marketing and Operations Manager

Jul 2007Dec 2007 · 5 mos · Nigeria

  • Managing sales and operations for Honda authorized dealership of the group.
  • Managing and leading a team of showroom sales consultants.
  • Creation and setting up of customer care division in the entire country.
  • Managing daily operations and the customer care division.
  • Preparing daily nationwide sales report and comprehensive customer calling monthly reports.

Education

Ex Jai hind college

B.com — Commerce taxation and finance

Jun 1994Oct 1999

JAI HIND COLLEGE, MUMBAI

Bachelor of Commerce (B.Com.) — Taxation

Jan 1996Jan 1999

Our Lady of Salvation High School

Bachelor of Commerce - BCom — Tax and Accounts

Our lady of Salvation High School

SSC — French Language and Literature

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