Get expert financial advice...
Because expert knows the best

Purchase of any financial products without consulting a financial planner is like taking a medicine without doctor’s diagnosis.
We offer our expert advice for choosing the best investments products which will lead to your financial freedom.

PLAN

Get customized advice across
investments, goals, expenses, insurance,
loans, estate planning, and taxes

EXECUTE

Implement your customized advice by
buying all the recommended financial
products on one single platform

MANAGE

Track your journey and review/rebalance
your investments to make sure
they are aligned with your goals

Product Basket

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.

Mutual Fund

Mutual Fund

Single point access to virtually all mutual fund schemes from all fund houses in the market
Non Life Insurance

Non Life Insurance

Experience quality risk advisory and management services with our General insurance solutions.
Capital Market

Capital Market

With our Trading & Demat Account services, get paperless access to Mutual Funds, Direct Equity
REAL ESTATE

REAL ESTATE

We offer great access to exclusive opportunities for investment /consumption in Real Estate.
Life INSURANCE

Life INSURANCE

Experience quality risk advisory and management services with our Life insurance solutions
Fixed Income

Fixed Income

Get easy access to diverse debt products from the of the leading companies, institutions in India

Client Testimonials

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Happy Clients

Get Solution of Your
Financial Needs

Purchase of any financial products without consulting a financial planner is like taking a medicine without doctor’s. We offer our expert advice for choosing the best investments products which will lead to your financial freedom.

I have just STARTED EARNING
I'm thinking of MY CHILD'S FUTURE
I want own a home
I want to FULFILL MY DREAMS
I’m an EARLY INVESTOR
I'm preparing to RETIRE

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.

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Client Desk

The Client Desk is a premium offering for our clients which consolidates entire wealth

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E-Wealth A/c Service

E-Wealth A/c Service

As a client of our NJ E-Wealth A/c service you can enjoy some big, tangible benefits...

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MARS

MARS (Mutual Fund Automated Portfolio Rebalancing System) tries to overcome

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