Trusted financial guidance since 1991

A Legacy of Trust.
A Future of Continuity.

Integrated financial solutions for HNIs, families, and SMEs—guided by prudence, research, and relationships built across generations.

₹500+ Cr

Assets under management

35+

Years of trust

100+

SME clients served

1991

Year established

Our approach

One relationship. Every financial dimension.

Vision

To be a trusted long-term financial partner across investment, risk, real estate, and debt.

Mission

Honest, relationship-driven, well-researched financial guidance.

Comprehensive financial solutions

Clarity across every financial decision

A coordinated advisory approach designed around the complete needs of individuals, families, and enterprises.

01

Project Finance

Project Finance is designed for businesses and promoters planning a new project, expansion, capacity addition, or another eligible capital requirement who want to understand the funding journey in a clear, organised way.

02

All Types of Insurance

Life can bring opportunities as well as unexpected events. The right insurance protection can help individuals, families, and businesses prepare for specified financial risks. Our conversations begin with your protection requirement—not simply with a policy.

03

Home Loans

A home is more than a property—it is where you build your future, create memories, and feel secure. SAMAJ Finance Group helps you understand your home-financing requirement and navigate the Home Loan process with clarity and a relationship-focused approach.

04

Personal Loan

When an important personal expense arises, access to suitable finance can help you manage it without disturbing every part of your financial plan. SAMAJ Finance Group helps eligible individuals understand the Personal Loan journey with clear information, practical guidance, and a relationship-focused approach.

05

Mortgage Loan (Loan Against Property)

A Mortgage Loan can help eligible property owners raise funds against an eligible property for permitted personal or business requirements, subject to the lender’s assessment and terms. SAMAJ Finance Group helps clients understand the financing journey with clarity, preparation, and a relationship-focused approach.

06

Unsecured Business Loan

Your business may need timely capital to manage growth, operations, or planned opportunities. An Unsecured Business Loan can provide eligible businesses with financing without requiring traditional property collateral, subject to the lender’s credit assessment and product terms.

07

Working Capital Loan

Day-to-day business does not stop while you wait for customer payments. A Working Capital Loan or facility can help eligible businesses manage short-term operating requirements, subject to the lender’s assessment, structure, and terms.

08

Mutual Funds

Every financial goal is different. We help investors understand mutual funds and approach investing around their objectives, time horizon, financial circumstances, and ability to take risk.

Planning tools

Turn questions into useful estimates

Explore indicative outcomes before starting a more detailed conversation with our advisors.

SIP & lump-sum growth

Projected value

₹58,08,477

Illustrative projection only. Mutual fund returns are market-linked and are not guaranteed.

Loan EMI estimate

Estimated monthly EMI

₹50,713

Illustrative estimate only. Actual terms and eligibility depend on lender assessment.

These calculations are illustrative and do not constitute investment advice or a lending offer. Actual outcomes depend on market performance and lender assessment.

Journey since 1991

Built over decades. Renewed for tomorrow.

A continuous evolution from trusted accounting guidance to a complete financial services platform.

1991

Firm established

Yogesh J. Shah and Hitesh J. Shah set the foundation for trusted financial advice.

Early years

Mutual fund pioneers

Among the early advisors bringing mutual fund planning to HNIs and families.

Expansion

Wealth & protection

Expanded into debt, insurance, real estate funding, and long-term wealth cultivation.

Milestone

₹500+ Cr AUM

A landmark reflecting sustained client trust across investment portfolios.

2021

SMJ Financial Services

A new chapter carrying the group’s principles into its next generation.

Leadership & continuity

Experience across generations

Senior judgement, specialized expertise, and next-generation leadership united by an institutional approach to client relationships.

YS

Shri Yogesh J. Shah

Founder & Mentor

M.Com. (Costing)

A finance veteran with over four decades of experience, including leadership as CFO of a large industrial group. Expert in taxation, wealth advisory, and trust structuring.

HS

Shri Hitesh J. Shah

Co-founder & Senior Investment Advisor

M.Com. (Costing)

Over 30 years in capital markets and investment advisory, with deep relationships across leading mutual fund houses in India.

PS

Mr. Parth Shah

SME Debt Specialist

B.E. (EC), MBA (Marketing)

More than 10 years across leading NBFCs and 100+ SME clients served across Gujarat and Maharashtra.

DG

CA Dhaval Gupta

Structured Finance & NBFC Advisory

Chartered Accountant, 2010

Over 15 years in banks and NBFCs, managing relationships with 100+ NBFCs across India and advising on debt and operations.

Our core philosophy

Trust is a discipline, not a claim

The principles that have guided SAMAJ Finance Group across market cycles and generations.

01

Advice first, products later

02

Conservative solutions

03

Long-term relationships

04

Multi-generational servicing

Contact & office

Start with a thoughtful conversation.

Whether you are planning family wealth, protecting risk, evaluating property, or arranging business finance, we are ready to listen.

Ahmedabad office

601–602, ABC-II
St. Xaviers College Road, Off C G Road
Navrangpura, Ahmedabad – 380009
Call Us — 079 48002627
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