ABOUT US

We, as a partner of NJ Wealth, incorporated in the year 2008 and at present have 1250 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.

Why Us

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

Focus on Customer Satisfaction: 
We come equipped with the right attitude, people, processes, and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value Added Services:
Our Services ensure comfort, convenience, confidence, and control for you in assessing your wealth. You would enjoy being always updated on your investments, any time, anywhere.

Right Experience & Skills: 
We have over 17 years of experience in the financial products distribution space. Our experience, qualifications & skills enable us to understand you and your needs and then offer you the right strategies & solutions to fulfil your needs.

Driven by Passion:
Serving clients is our passion and the reason why we are in the business. Nothing excites us more than helping our clients fulfil their financial needs with our support.
Mutual Funds85%
Equity and ETFs80%
NPS90%
Loan against MF95%
PMS95%
Insurance95%

Client Services 

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.

OUR TEAM

Image

Mr. Nileshkumar Patel

Mr. Nileshkumar Dalubhai Patel is the National Sales Head for Nilsinvestments Distributor Network. He has over 17 years of rich experience in the financial services industry. An Electrical Engineering graduate, the Partner is known for his deep understanding of distribution practices and their challenges.

© 2025 All Rights Reserved. "Name as per AMFI" AMFI- Registered Mutual Fund Distributor.
(ARN:____ Date of Initial Registration:12-01-2008 & Current Validity:11-01-2028).

000209