Sachin Tejuja — Co-Founder
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
Stackforce AI infers this person is a Financial Services expert with a strong focus on Wealth Management and Insurance.
Location: Mumbai, Maharashtra, India
Experience: 18 yrs 5 mos
Skills
- Wealth Management
- Financial Analysis
- Business Development
Career 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.
Work Experience
My Legacy Estate Planner
Founder (2 mos)
Wealth pro financial services, JV claim assure services
Certified Financial Planner (3 yrs 4 mos)
Career Break
Personal goal pursuit (3 yrs 7 mos)
Landmark Insurance
General Manager (2 yrs 8 mos)
Mahindra First Choice Wheels Ltd
Zonal Head West Zone Autoinspekt (3 yrs 7 mos)
Interstellar Services Private Limited
Associate General Manager (1 yr 3 mos)
Modi Car Agencies Pvt. Ltd.
Sr. Manager - Sales (1 yr 3 mos)
Mahindra Finance
Area Business Head (9 mos)
HDFC Bank
Deputy Manager (4 yrs 11 mos)
Stallion Motors Nigeira Limited
Marketing and Operations Manager (5 mos)
Education
B.com at Ex Jai hind college
Bachelor of Commerce (B.Com.) at JAI HIND COLLEGE, MUMBAI
Bachelor of Commerce - BCom at Our Lady of Salvation High School
SSC at Our lady of Salvation High School