Get personalised guidance from an experienced mutual fund distributor
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.
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.
Why Us
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.
Rich Product Basket
Focus on Customer Satisfaction
Value Added Services
Right Experience & Skills
Driven by Passion
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Vision
Our Vision is to provide you with the most ideal solutions in wealth building for your overall financial well-being.
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Process
We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach.
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Delivery
We believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & needs in life.
Our Achievement
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Clients
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Crores of AUM
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Years of Experience
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Awards
Our Team
Mr. Rajan Agarwal
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.