SAFEGUARD
YOUR FAMILY

Get Financial stability

SECURE
YOUR DREAMS

360° Wealth
Management

Your Goal,
Our Strategy

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

Capital Market

Capital Market

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

Life INSURANCE

Life INSURANCE

Experience quality risk advisory and management services with our insurance solutions

Non Life Insurance

Non Life Insurance

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

REAL ESTATE

REAL ESTATE

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

Fixed Income

Fixed Income

The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.

Client Testimonials

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Lacs AUM
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Happy Clients

Get solution of your
financial needs.

Investing in any financial products without a financial distributor 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 toown 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.

Service Image

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.

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(ARN:____ Date of Initial Registration:_________& Current Validity:_________).

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