Services

How I Help You Invest Better

Structured, behaviour-focused mutual fund investing — designed for long-term wealth creation, not speculation.

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Goal-Based SIP Planning

SIP strategies built for goals like retirement, education, home purchase and long-term wealth creation.

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Lump Sum Deployment

Deploy capital using STP and parking approaches aligned to market conditions and your comfort level.

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Portfolio Review & Alignment

Review holdings to avoid overlap, balance risk and keep your portfolio aligned to your financial goals.

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Risk Profiling & Asset Mix

Understand your risk capacity and build the right mix across equity, debt and hybrid categories.

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Digital Execution via NJ Wealth

Paperless onboarding, investments and tracking through the NJ Wealth platform.

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Investor Education & Guidance

Behavioural guidance and simple explanations to help you stay disciplined through market cycles.

Not Sure Which Funds Suit You?

Let’s discuss your goals and risk profile.

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