Our Story
We, as a partner of NJ Wealth, incorporated in the year 2020 and at present have 280 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.
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.
Skill Strength
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Satisfied Clients
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Lacs AUM
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Years of Experience
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Awards
Why Us
Our Vision is to provide the most ideal solutions in wealth building for our clients’ overall financial well-being. It is our mission to reach a maximum number of clients and make a positive, worthwhile impact in their lives and help them fulfil their responsibilities and financial needs in life.
Our Mission is to provide our clients with the best guidance in wealth building. We are driven to provide clients with simple, unbiased, and uncluttered guidance that adds value to their quality of life and results in actionable solutions.
Our core purpose is to provide financial guidance & thereby help people enjoy a secure retirement life.
Client Centric Approach
Nothing influences and concerns us more than your long-term interests. Hence, we have designed everything possible to match your needs and ensure that you benefit first and the most.
Rich Product Basket
Value Addition
Experience
Team Member
Ms Shraddha Ghansharamani
Ms Shraddha Ghansharamani. Partner is the National Sales Head for SMGWEALTH Distributor Network. One of the oldest in SMGWEALTH, She has over 18 years of rich experience in the financial services industry. An Post Graduate by education, Shraddha Ghansharamani Partner is known for her deep understanding of distribution practices and their challenges.