About Us

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Who We Are

We as Investment product Distributor firm incorporated in the year 2007 and at present having 1050+ satisfied family's & 1800+ satisfied Clients . We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Mutual Fund Distributor recognized by the AMFI (Association of Mutual Fund of India), Insurance Product Distributor recognized by IRDA(Insurance Regulatory Development Authority). We offer comprehensive Investment services, having highly qualified and experienced team. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.

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.

Mutual Funds78%
Equity and ETFs88%
NPS42%
PMS55%
Loan against MF65%
Insurance85%

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...

MARS

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

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Our Team

Maria Doe
Maria DoeWeb Designer
Jhon Doe
Jhon DoeWeb Developer
Jhon Amelia
Jhon AmeliaWeb Designer
Jhon Cena
Jhon CenaWeb Designer
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