Get personalised guidance from an experienced mutual fund distributor
We, as a partner of NJ Wealth, incorporated in the year 2006, and at present have 500 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.
Why Us
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Vision
Our Vision is to provide you with the most ideal solutions in wealth building for your overall financial well-being.
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Process
We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach.
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Delivery
We believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & needs in life.
Our Achievement
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Clients
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Cores of AUM
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Years of Experience
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Awards
Our Team
N CHAKRADHAR
With over two decades of experience in the financial services industry and a track record of serving more than 1,000 satisfied clients, I specialize in delivering tailored investment solutions across a broad spectrum of opportunities, including Mutual Funds, Systematic Investment Plans (SIPs), Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs).
My expertise also extends to comprehensive insurance planning, encompassing both health and term insurance. In addition, I provide strategic recommendations in unlisted equities and real estate based on individual client needs. Guided by an unwavering commitment to unbiased advice, I firmly believe that risk and return are like two eyes—both essential and deserving of equal attention.
I encourage every investor to periodically assess their wealth potential to ensure they stay on track toward achieving their financial goals.
My expertise also extends to comprehensive insurance planning, encompassing both health and term insurance. In addition, I provide strategic recommendations in unlisted equities and real estate based on individual client needs. Guided by an unwavering commitment to unbiased advice, I firmly believe that risk and return are like two eyes—both essential and deserving of equal attention.
I encourage every investor to periodically assess their wealth potential to ensure they stay on track toward achieving their financial goals.
PURNIMA SHARMA
Mrs. Purnima Sharma brings over 10 years of experience in the insurance industry, with a strong focus on health insurance advisory. She offers unbiased recommendations by evaluating offerings from the top five health insurance companies in India. Her approach is centred on understanding individual client needs and suggesting plans with comprehensive coverage at affordable premiums.
CA.RAVI
CA Ravi is a Chartered Accountant with strong expertise in derivatives and specialized investment products. He possesses in-depth knowledge of complex financial instruments and strategies, enabling him to guide clients in navigating volatile markets. His analytical approach helps investors optimize returns while effectively managing risk.
CA.MANASA
CA Manasa is a practicing Chartered Accountant with expertise in income tax return (ITR) filing for both Indian residents and Non-Resident Indians (NRIs). She provides end-to-end support, ensuring accurate and compliant tax filings tailored to each client’s financial profile. Her services are designed to simplify the tax process while maximizing efficiency and compliance.