Objective, goal-anchored guidance across health insurance, life protection, mutual fund SIPs, and portfolio management.
Disciplined, asset-allocated investing mapped to your life milestones, powered by NJ Wealth's institutional platform.
Construct resilient, goal-oriented mutual fund portfolios tailored to your time horizon, risk profile, and wealth milestones with zero sales pressure.
Key Benefits:
- Goal-based portfolio structuring (Child Education, Home Purchase, Early Retirement)
- 100% paperless digital onboarding, automated bank mandates, and single-window mobile tracking via NJ Wealth
- Scientific fund selection backed by quantitative research and risk-adjusted metrics
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Automate your monthly savings to harness rupee cost averaging and exponential compound growth.
Start a disciplined monthly SIP aligned with your salary cycle and life milestones. Master Step-Up SIP strategies to double your wealth corpus.
Key Benefits:
- Removes emotional stress and market-timing guesswork from investing
- Rupee cost averaging automatically turns market volatility into an advantage
- Start investing with as little as ₹1,000 to ₹5,000 per month
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Shield your family's savings from unexpected medical emergencies with comprehensive, zero-surprise health cover.
Protect yourself and your family against 14%+ medical inflation with expertly audited, zero-room-rent-sublimit health insurance guidance.
Key Benefits:
- Tailored Sum Insured calculation based on tier-1/tier-2 medical inflation realities
- Zero-hidden-surprise policy comparison without bias towards insurer commissions
- Dedicated claim-time guidance and documentation assistance for you and your family
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Ensure your loved ones maintain their lifestyle, dignity, and future dreams, no matter what happens.
Secure your family's financial future with pure term life protection guidance calculated strictly around your Human Life Value (HLV).
Key Benefits:
- High sum assured (e.g. ₹1 Crore to ₹3 Crore) at budget-friendly, locked-in annual premiums
- Complete income replacement guarantee to protect your family's living standard indefinitely
- Full coverage for outstanding home loans, personal liabilities, and children's higher education
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A comprehensive, 360-degree roadmap connecting your monthly income with your family's future dreams.
Structure a clear, goal-aligned financial roadmap covering emergency buffers, family risk protection, children's education, and retirement readiness.
Key Benefits:
- Complete clarity on exactly how much to save and invest each month
- Elimination of overlapping, inefficient, or high-cost financial products
- Peace of mind knowing your family is shielded against medical or life emergencies
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Bespoke equity portfolios and active alpha generation for affluent investors and High Net Worth Individuals (HNIs).
Personalized, professionally managed equity portfolios offering direct stock ownership and high-conviction strategies for High Net Worth Individuals (HNIs).
Key Benefits:
- High-conviction concentrated stock selection (15-25 stocks) managed by premier SEBI-registered portfolio managers
- Direct demat ownership ensuring transparent trade execution, corporate actions, and dividend credits
- Consolidated institutional digital reporting and tracking through the NJ Wealth platform
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A confidential, holistic session to organize, protect, and optimize your complete financial life.
Have a personal conversation with Sunil Srivastava about your financial questions, insurance audits, and future roadmaps.
Key Benefits:
- Comprehensive 360-degree audit of your existing financial policies and investments
- Direct personal access to an AMFI-registered financial distributor partnered with NJ Wealth
- Clear, prioritized step-by-step roadmap to implement at your own comfortable pace
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