NJ Wealth Advisors:
Established as a distinct entity, NJ Wealth Advisors Pvt. Ltd. seeks to
Established as a distinct entity, NJ Wealth Advisors Pvt. Ltd. seeks to
offer comprehensive financial planning and portfolio advisory services
offer comprehensive financial planning and portfolio advisory services
to premium clients. With NJ Wealth Advisors, NJ seeks to leverage the
strong financial advisory and portfolio management skills gained in
strong financial advisory and portfolio management skills gained in
over a decade of experience in the industry. NJ Wealth Advisors offers
over a decade of experience in the industry. NJ Wealth Advisors offers
its clients with quality, unbiased, need-based advisory services &
its clients with quality, unbiased, need-based advisory services &
investment solutions.
investment solutions.
NJ Gurukul:
NJ Gurukul:
sporadic growth in terms of need of performers in financial advisory
sporadic growth in terms of need of performers in financial advisory
services has lead to the crunch of available performers. Though lots of
services has lead to the crunch of available performers. Though lots of
youngsters are getting into financial advisory services, but the greatest
youngsters are getting into financial advisory services, but the greatest
challenge is of RIGHT SELLING, for which adequate Training is a
challenge is of RIGHT SELLING, for which adequate Training is a
prerequisi
prerequisite. te. AdvisorAdvisory y function function demands demands updated updated knowledge, knowledge, backedbacked
up by honed skills to fetch effective business. Building long term
up by honed skills to fetch effective business. Building long term
relationship with clients depends upon possessing clear edge over
relationship with clients depends upon possessing clear edge over
others in the field. Hence continuous people development has an
others in the field. Hence continuous people development has an
important role in building this fraternity.
important role in building this fraternity.
Technology:
Technology:
Technology has traditionally been NJ's key strength. Our offering on
Technology has traditionally been NJ's key strength. Our offering on
the technological front is unmatched, vibrant, and comprehensive in
the technological front is unmatched, vibrant, and comprehensive in
nature. Our focus & commitment on technology can be gauged from
nature. Our focus & commitment on technology can be gauged from
the fact that we have set-up distinct entity with a very strong, talented
the fact that we have set-up distinct entity with a very strong, talented
work-force for the sole purpose of providing the best to NJ in terms of
work-force for the sole purpose of providing the best to NJ in terms of
technology and support. Finlogic Technologies (India) Pvt. Ltd. does
technology and support. Finlogic Technologies (India) Pvt. Ltd. does
all the development & support work in-house on a continuous basis. It
all the development & support work in-house on a continuous basis. It
has successfully developed & implemented a powerful support system
has successfully developed & implemented a powerful support system
for the mutual fund distribution business at NJ with a provision for
for the mutual fund distribution business at NJ with a provision for
integrating the same with other investment products as well as the
integrating the same with other investment products as well as the
financial accounting system.
Management
Management
The management at NJ brings together a team of people with wideThe management at NJ brings together a team of people with wide
experience and knowledge in the financial services domain. The
experience and knowledge in the financial services domain. The
management provides direction and guidance to the whole
management provides direction and guidance to the whole
organisation. The management has strong visions for NJ as a globally
organisation. The management has strong visions for NJ as a globally
respected company providing comprehensive services in financial
respected company providing comprehensive services in financial
sector.
sector.
The 'Customer First' philosophy in deeply ingrained in the managementThe 'Customer First' philosophy in deeply ingrained in the management
at NJ. The aim of
at NJ. The aim of the management is to bring the best to the customersthe management is to bring the best to the customers
in terms of -
in terms of -
Range of products and services offeredRange of products and services offered
Quality Customer ServiceQuality Customer Service
All the key members of the organisation put in great focus on the processes &
All the key members of the organisation put in great focus on the processes &
systems under the diverse functions of business. The management also
systems under the diverse functions of business. The management also
focuses on utilizing technology as the key enabler for all the activities and to
focuses on utilizing technology as the key enabler for all the activities and to
leverage the technology for enhancing overall customer experience.
leverage the technology for enhancing overall customer experience.
The
The key memberskey members of the management are: of the management are:
Mr. Neeraj Choksi
Mr. Neeraj Choksi (Jt. Managing(Jt. Managing
Director)
Director)
Mr. Jignesh Desai
Mr. Jignesh Desai (Jt. Managing(Jt. Managing
Director)
Key Sales Team:
Key Sales Team:
Key Executive Team :-
Key Executive Team :-
Mr.
Mr. Shirish Shirish Patel Patel (Information (Information Technology)Technology)
Mr.
Mr. Abhishek Abhishek Dubey Dubey (Business (Business Process)Process)
Mr.
Mr. Vinayak Vinayak Rajput Rajput (Operations)(Operations)
Mr.
Mr. Dhaval Dhaval Desai Desai (Human (Human Resources)Resources)
Mr.
Mr. Col. Col. Dixit Dixit (Administration)(Administration)
Mr. Misbah Mr. Misbah Baxamusa Baxamusa National National Head Head Mr. Naveen Mr. Naveen Rathod
Rathod V.P. (Sales)V.P. (Sales)
Mr.Kulbhushan Mr.Kulbhushan Nandwani Nandwani A.V.P. A.V.P. (Marketing) (Marketing) Mr. Prashant Mr. Prashant Kakkad Kakkad A.V.P. A.V.P. (Sales) (Sales)
Offerings:-
Offerings:-
Products:
Products:
NJ offers a NJ offers advisory dvisory and distrand distribution seribution services on tvices on the followinhe following produg products.cts.
Investment Products:
Investment Products:
Mutual fundsMutual funds – – covering all AMCs & all schemes, covering all AMCs & all schemes,
Fixed Deposits of companies,Fixed Deposits of companies,
PMS products (Third party & NJ)PMS products (Third party & NJ)
Government/RBI bonds,Government/RBI bonds,
Infrastructure Bonds,Infrastructure Bonds,
Approved securitieApproved securities for s for charitable trusts, etccharitable trusts, etc
Real Estate:
Real Estate:
Residential propertiesResidential properties
Commercial Commercial propertipropertieses
Training & Education:
Training & Education:
Certification training coursesCertification training courses
AMFIAMFI
CFPCFP
People & Culture:-People & Culture:-
People:
People:
Enthusiasm, Enterprise, Education and Ethics form the four pillars at
Enthusiasm, Enterprise, Education and Ethics form the four pillars at
NJ. At NJ o
NJ. At NJ one can witnesne can witness the vibs the vibrant energyrant energy, enthusiasm , enthusiasm and theand the
enterprising drive to excel flowing freely throughout the organisation.
enterprising drive to excel flowing freely throughout the organisation.
At NJ
At NJ can also can also experience the creativity, one-to-one responsiveexperience the creativity, one-to-one responsiveness,ness,
collaborative approach and passion for delivering value.
collaborative approach and passion for delivering value.
At NJ people
At NJ people evolve to be more effective, efficient, and evolve to be more effective, efficient, and result oriented.result oriented.
Knowledge is inherent due to the
Knowledge is inherent due to the education-centeducation-centric approach and theric approach and the
experience in handling different clients groups across diverse product
experience in handling different clients groups across diverse product
profiles.
profiles.
NJ
NJ understaunderstands nds that that the the people people are are the the most most important important assets assets of of thethe
company and it is not the company that grows but the people. NJ hence
company and it is not the company that grows but the people. NJ hence
undertakes rigorous training and educational activities for enhancing
undertakes rigorous training and educational activities for enhancing
the entire team at NJ. NJ
the entire team at NJ. NJ also believes in the ‗Learning throughalso believes in the ‗Learning through
Responsibility‘ concept for its employees.
Responsibility‘ concept for its employees.
For people at NJ success is not a new word, but is a regular stepping-
For people at NJ success is not a new word, but is a regular stepping-
stone to realising the one vision that everyone shares.
Culture:
Culture:
At NJ we believe in transforming the lives of our customers. We exist
At NJ we believe in transforming the lives of our customers. We exist
to create a difference
to create a difference – – a change towards a a change towards a better life. The culture at NJbetter life. The culture at NJ
reflects this responsibility, this dream of transforming lives. And we at
reflects this responsibility, this dream of transforming lives. And we at
NJ are always ex
NJ are always excited and encited and enthused in thused in doing sdoing so.o.
We believe in keeping
We believe in keeping „You First‟„You First‟, providing you with products and, providing you with products and
services that meet your stated and unstated needs. Client satisfaction
services that meet your stated and unstated needs. Client satisfaction
and client service is the Mantra we constantly recite. This service
and client service is the Mantra we constantly recite. This service
oriented philosophy runs throughout the organization, from top to
oriented philosophy runs throughout the organization, from top to
bottom.
bottom.
Employees are given ample freedom in their work. The objective is to
Employees are given ample freedom in their work. The objective is to
keep an open, healthy environment with ample scope for enterprise,
keep an open, healthy environment with ample scope for enterprise,
improvement, innovations and out-of-the box solutions
improvement, innovations and out-of-the box solutions
Our efforts are constantly engaged in improving our existing services,
Our efforts are constantly engaged in improving our existing services,
offering new and innovative solutions that go beyond your
offering new and innovative solutions that go beyond your
expectations. This focus has made us one of the most respected and
expectations. This focus has made us one of the most respected and
preferred ser