Who We Are
We, as a partner of NJ Wealth, incorporated in the year 2008 and at present have more than 1,000 satisfied clients. We are committed to helping our clients fulfil their financial needs with effective and smart investment assessment. We are a certified Mutual Fund and Insurance distributor recognised by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India). We offer comprehensive financial services, having a highly qualified and experienced team of mutual fund distributors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to clients as per their long-term and short-term financial needs. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.
Client-Centric approach:
All our offerings are designed keeping client in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendation process. We understand that every client is unique due to which we tailor-made investment and insurance strategies to meet client’s specific goals – whether its wealth creation, retirement planning or protecting clients loved ones.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not a product-centric approach. We also provide full transparency in our fund performance and policy terms—so client always know where their money is and how its working for them.
Focus on Customer Satisfaction:
We come equipped with the right attitude, people, processes, and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value Added Services:
Our services ensure comfort, convenience, confidence, and control for client in assessing his wealth. Clients would enjoy being always updated on their investments, anytime, anywhere. We even provide door step service to our customers for better convenience. We are here when client need us. Our dedicated support team is available to answer questions; guide decisions and help client stay informed and confident in his financial journey.
Right Experience & Skills:
We have over 17 years of experience in the financial products distribution space. Our experience, qualifications & skills enable us to understand client and their needs and then offer them the right strategies & solutions to fulfil their needs. Our mutual funds have consistently outperformed benchmarks and insurance products offer competitive benefits that deliver real value and peace of mind.
Driven by Passion:
Serving clients is our passion and the reason why we are in the business. Nothing excites us more than helping our clients fulfil their financial needs with our support.
Our Skill
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Our Services
We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth
E-Wealth A/c Service
As a client of our NJ E-Wealth A/c service you can enjoy some big, tangible benefits...
NJ Recommended MF Portfolio
Every investor aims to maximise returns while minimising risk.
Our Team
