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About Journey2Wealth

Helping Families Build, Manage & Preserve Wealth Through Disciplined Goal-Based Investing Since 2015.

About Our Founder

Sanjay Chandrakant Rojekar

With over 20 years of experience in Financial Services, Banking, Investments, and Insurance, Sanjay Rojekar has been helping individuals and families work towards their financial goals through disciplined investing and suitable mutual fund and insurance solutions.

Prior to founding Journey2Wealth, he held leadership positions at ICICI Bank and Kotak Mahindra Bank, serving as Regional Sales Manager, Branch Manager, and Chief Manager.

Driven by a vision to provide transparent, client-focused mutual fund distribution and insurance services, he founded Journey2Wealth in 2015. Since then, the firm has been committed to helping families build, manage, and preserve wealth through goal-based investing, mutual fund distribution, and insurance solutions.

Our Journey

2015

Journey2Wealth was founded with a vision to provide transparent mutual fund distribution and insurance solutions focused on helping investors achieve their financial goals.

2018

Expanded mutual fund distribution and goal-based investment solutions to help investors align their investments with important life milestones.

2021

Strengthened digital portfolio monitoring and investor servicing to provide a better overall investment experience.

Today

Helping families, professionals, and business owners build long-term wealth through disciplined investing and suitable financial solutions.

Why Journey2Wealth

Goal-Based Investing

Every investment is aligned with a financial goal.

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Client-First Approach

Client-centric recommendations focused on long-term success.

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Portfolio Monitoring

Continuous review and optimization of investments.

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Investor Education

Helping investors understand opportunities and risks.

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Trust & Transparency

Long-lasting relationships built on ethics and communication.

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Wealth Creation

Disciplined investing focused on sustainable growth.

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Our Values

Ethics

Doing the right thing for clients at all times.

Economics

Creating sustainable financial outcomes.

Execution

Turning Investment into meaningful financial results.

20+

Years Experience

2015

Established

1000 +

Families Guided

100%

Client Focused

Our Mission

To help more families work towards their financial goals through goal-based investing, systematic investments, investor education, and transparent mutual fund distribution and insurance solutions.

Our Vision

To become one of India's most trusted mutual fund distribution and insurance services firms, known for ethics, transparency, investor education, and long-term client relationships.