Welcome To Our Firm
We are certified distributors of Mutual Funds and Insurance, recognized by the NSE and AMFI, and supported by a team with deep national and international expertise. Our approach is simple—listen, understand, and provide strategies that truly work for your life goals.
From smart tax planning and insurance to global investment solutions, we simplify the complex so you can focus on what matters most—building wealth, securing your future, and enjoying life with confidence and dignity.
Why Us?
Client Centric Approach
Comprehensive Product Basket
Commitment to Satisfaction
Value-Added Services
Experience & Expertise
Passion-Driven
Our Team
With over 30 years of experience in wealth management and financial planning, our international expert is a Certified Financial Planner (CFP) dedicated to clients’ long-term well-being. As Principal at Agrawal Associates, he developed a global perspective on wealth and finance. He has now brought his extensive expertise to NJ Funds as a Wealth Service Advisor, where he leads with compassion and clarity.
Beyond the desk, his love for the outdoors takes him to some of the world’s most iconic marvels. He believes in traveling extensively, meeting new people, and learning from diverse cultures.
With over 25 years of extensive experience in Accounts and Finance, she brings a wealth of knowledge, professionalism, and dedication to helping clients achieve their financial aspirations. She firmly believes in the power of honesty, transparency, and building relationships rooted in trust. Her approach begins with listening—understanding each client’s needs, priorities, and aspirations—to create a personalized strategy that truly works for them.
Beyond the numbers, she finds joy in spending time with her family, traveling, and exploring new cuisines. Her personal life keeps her grounded and fuels her passion for helping others thrive.
