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Investment Need Assessment

The first step for proper investment planning starts with assessing your actual need for investment. We would help you to know how much you need to save to meaningfully fulfill your responsibilities in life and also achieve your prominent financial objectives /goals in life.

Wealth Management

Wealth management is a broach subject and it covers broad areas of wealth creation, retention and management. Our role would be to engage with in planning and executing solutions and strategies for achieving your multiple financial objectives.

Products Distribution

Every planning or solution needs proper execution to fructify into desired results. As financial product distributors, we offer you access to a wide range of financial and non-financial products that will help you to implement your plans effectively and more importantly, as per your risk.

News

About us

At Swathi Investment Consultancy ,  our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased and uncluttered professiaonal advice that adds value to their quality of life and results in actionable solutions.

At Swathi Investment Consultancy  , offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.

Fund Manager Interviews

Mr. Deepak Agrawal

Mr. Deepak Agrawal

Mr. Deepak Agrawal Senior Executive Vice President, Fund Management Debt Kotak Mahindra Asset Management Company Limited Mr. Deepak Agrawal is a Post Graduate in Commerce from Mumbai University, a qualified…

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Mr. Harsha Upadhyaya

Mr. Harsha Upadhyaya

Mr. Harsha Upadhyaya Chief Investment Officer - Equity Kotak Mahindra Asset Management Company Limited Harsha Upadhyaya heads the equity desk at KMAMC, and also directly manages funds such as Kotak…

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Mr. Neelesh Surana

Mr. Neelesh Surana

Mr. Neelesh SuranaChief Investment Officer (CIO) - Equity, Mirae Asset Investment Managers (India) Pvt. Ltd. Mr. Neelesh Surana is Chief Investment Officer at Mirae Asset Investment Managers (India) Private Limited.…

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Articles

Why Us?

  • Vision
  • Process
  • Delivery

At NJ Wealth, our vision is to provide you with the most ideal solutions in wealth management for your overall financial well-being. It is our mission to reach to a maximum number of clients and make a positive, worthwhile impact in their lives and help them achieve their responsibilities and financial goals in life.

At NJ Wealth, our vision is to provide you with the most ideal solutions in wealth management for your overall financial well-being. It is our mission to reach to a maximum number of clients and make a positive, worthwhile impact in their lives and help them achieve their responsibilities and financial goals in life.

We are driven to provide you with simple, unbiased and uncluttered professional advice that adds value to your quality of life and results in actionable solutions. We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach.

We are driven to provide you with simple, unbiased and uncluttered professional advice that adds value to your quality of life and results in actionable solutions. We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach.

Going beyond planning and execution services, we believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & goals in life. All this while, we would ensure that you are always updated, informed and in control of your wealth.

Going beyond planning and execution services, we believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & goals in life. All this while, we would ensure that you are always updated, informed and in control of your wealth.

Our Philosophy

  • 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

    We offer a single point access to multiple financial and non-financial products and solutions with a holistic need-driven approach & not product centric approach.

  • Value Added Services

    Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.

  • Right People To Partner

    We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.
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