We, as a partner of NJ Wealth, incorporated in the year 2016 and at present have 125 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.
Sustainable wealth building for clients to fulfill all future needs at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Create awareness of Financial Planning Literacy to make a simplified financial assessment which helps clients to fulfill their Financial needs.
Our Core Products
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.
Leaders
The Management Team
Mr. ShivganeshFounder
Mr. Shivganesh is the National Sales Head for SM Wealth Distributor Network. One of the oldest in SM Wealth, he has over 16 years of rich experience in the financial services industry. An MBA by education, Partner is known for his deep understanding of distribution practices and their challenges.