About Us

Know who we are

We, as a partner of NJ Wealth, incorporated in the year 2020 and at present have 300+ 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.

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.

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Why Choose Us

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Client-Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
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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. Rajan
Mr. RajanFounder
Rajan is the founder of InvestWize Services, a company he established in 2020 after an illustrious 20+ year of career in Human Resources. As a Certified Financial Planner, Rajan brings a wealth of experience to the table. What sets Rajan apart is his unique blend of people skills honed during his HR career and his deep understanding of financial markets. This combination allows him to not just crunch numbers, but to truly understand his clients' needs, dreams, and concerns.
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Our mission is to provide our clients with the best solutions 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.

Quick Links

Address

C 837, 8th Floor, Vipul Plaza,
Sector – 81, Faridabad – 121004,
Haryana

Email Us : investwize.services@gmail.com

Call Us :
9818216309, 8700728685, 9354447192

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