Founded in 2018, SGFIN Solutions is a trusted Financial Services and Wealth Management firm headquartered in Kochi, Kerala, India. Since inception, we have been driven by a single purpose — to empower individuals and institutions to make smarter financial decisions and achieve sustainable wealth creation
At Sgfin Solutions, we believe that financial growth begins with trust, expertise, and personalized strategy. With years of professional experience and a deep understanding of market dynamics, we craft investment solutions that align with each client’s unique goals, risk appetite, and time horizon.
We combine the agility of a boutique advisory with the discipline of institutional wealth management, ensuring every client receives focused attention, transparency, and long-term value.
Our advisory approach is centered on integrity, research-driven decisions, and an unwavering commitment to client success. This philosophy has enabled us to build long-term relationships with over 500 satisfied clients, managing assets exceeding 50 Crores across diverse portfolios.
Meet Our Team
SURAJ.R
FOUNDER
Mob:- +91 9746688541
Email:-sgfinsg@gmail.com
Suraj R. is the Founder of SGFIN Solutions, a leading financial services firm based in Ernakulam, established in 2018. With an extensive career spanning 19 years in the financial services industry, he has spent over a decade in various private sector banks, primarily specializing in wealth management.
He holds an MBA in Marketing & HR from Madras University and is professionally certified with NISM Series V-A (Mutual Fund Distribution) and NISM Series XIII (SIF Distribution) & NISM 21A (PMS Distribution)
Throughout his career, Suraj has actively enhanced his expertise by attending numerous workshops in wealth management and has been recognized with multiple “Outstanding Achiever” awards from leading Asset Management Companies and health insurance providers.
Throughout his career, Suraj has actively enhanced his expertise by attending numerous workshops in wealth management and has been recognized with multiple “Outstanding Achiever” awards from leading Asset Management Companies and health insurance providers.
Client-Centric Approach
The core purpose of SGFIN Solutions is to “help people achieve their financial goals.” The firm’s key differentiator lies in its strong focus on solution-driven and suitability-based recommendations. Investments are suggested based on thorough evaluation, often backed by personal investment experience to ensure confidence and reliability.
Mutual Fund Industry Experience
With over 16 years of experience in the mutual fund domain since 2010, Suraj currently serves more than 500 clients across the globe. The firm manages Assets Under Management (AUM) exceeding ₹50 Crores, reflecting strong client trust and consistent performance.
Mrs. Gayathri Sasidharan is the Co-Founder of SGFIN Solutions. With an extensive career spanning 19 years in the financial services industry, she has spent over a decade in private sector banks, primarily specializing in Corporate Finance and Credit Analysis for firms.
She holds an MBA in Marketing & Finance from University of Madras and is professionally certified with NISM Series V-A (Mutual Fund Distribution) and IRDA certification in Insurance Distribution.
Throughout her career, Mrs. Gayathri has continuously enhanced her expertise by attending numerous workshops in wealth management and has been recognized with multiple “Outstanding Achiever” awards from leading Asset Management Companies and health insurance providers.
