Preserving & Enhancing Legacy Wealth

Elite Class

Elite Class

For HNIs & Ultra HNIs with investments of ₹1 crore and above, wealth isn't just about growth—it's about preservation, exclusivity, and legacy planning. We provide access to elite financial instruments, exclusive opportunities, and high-touch wealth management services that ensure seamless, multi-generational wealth transfer.

At SJFMC, we go beyond conventional wealth management to design your financial legacy, unlock ultra-private investments, and create intelligent liquidity structures that keep your capital working for you.This isn’t a service. It’s an exclusive alliance built around your financial empire.

The Power of Private Access

Wealth That Moves Before the Market Does

True wealth moves in private markets before trends become headlines. Our Elite Circle members gain privileged entry to:

Exclusive Private Equity & Pre-IPO Deals

Invest in tomorrow’s unicorns today

Bespoke Alternative Investments

AIFs, unlisted equity, and structured credit opportunities.

Prime Real Estate & Infrastructure Plays

Off-market deals in luxury assets worldwide.

Global Wealth Command: Expand Beyond Borders

Leverage Global Opportunities with Local Expertise

Your wealth isn’t limited by geography, and neither is our strategy. We enable

Billionaire-Grade International Diversification

Access leading global markets.

Cross-Border Tax & Trust Structuring

Optimized for wealth preservation.

Strategic REITs &
INVITs

Secure long-term, high-yield returns from institutional-grade assets.

Intelligent Liquidity: Wealth Without Constraints

Leverage That Elevates, Not Limits

Maintain absolute financial control with customized lending solutions that provide liquidity while keeping your assets intact.

  • Loan Against Securities & Assets
    Access leading global markets.
  • Strategic Business Credit
    Capital expansion without cash flow disruptions.
  • Luxury Asset Financing
    Unlock equity from high-value holdings.

Your wealth should work harder than you do.

Legacy Building: Wealth That Outlives You

Build a Dynasty, Not Just a Portfolio

SJFMC ensures your wealth remains a legacy, not a liability.

Bespoke Trust & Estate Structuring

Future-proof your fortune.

Private Family Office
Solutions

End-to-end financial governance

Philanthropy & Impact Investing

Shape the world while shaping your legacy