We are specialized in goal based comprehensive financial planning. We offer investment products which include Mutual funds, Stocks, Bonds, Corporate FD, Insurance, tax planning, NPS (New Pension Scheme) and PMS (Portfolio Management Services). We teach Stock market courses and NISM Certifications modules. We provide Sampoorna Financial Suraksha to our esteem clients. We provide 100% paperless (digital) investing and protecting solutions.
We offer unique feature while investing in mutual funds that is MARS- Mutual Fund Automated Re-balancing System( The Product of NJ wealth). MARS helps investors in Long term wealth creation and protection of the capital in the market crisis. Asset allocation of funds in Equity and Debt products is the backbone of financial planning. Our investment mantra is -You can definitely become wealthy you just need to invest regularly.*
We analyze your current portfolio and compare them to your financial goals. Then we recommend an investment strategy designed to meet your risk tolerance. We not only assist you in the creation of investment portfolio but also monitor your portfolio on regular intervals. This enables our investors to achieve financial freedom in desired time-frame.
AMFI Registered Mutual Fund Distributor ARN-168954 (Avinash N Thorat) ,POSP- NJ Insurance
Mutual Fund (equity) investments are subject to market risks, read all scheme related documents carefully.
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Wealth Management solutions , Learn Stock Market courses and NISM certifications guidance.