Source: Daily Hunt
Ayan Upadhyay, a gold medallist in finance, revolutionised his family's mutual fund business with NJ Wealth's digital platform. Managing Rs. 300 crore AUM and 2,000 clients, he combines innovation, trust, and adaptability to drive lasting financial success. Original article published on M
Read MoreSource: Ahmedabad Mirror
Deepak Bhatt, inspired by his defence upbringing and entrepreneurial drive, partnered with NJ Wealth to build a Rs. 200 crore AUM business. Managing 500 families and a Rs. 3 crore SIP book, he emphasizes discipline, client focus, and consistent investing. Original article published on July 11, 20
Read MoreSource: Daily Hunt
Yatin Patel partnered with NJ Wealth in 2010, transitioning from stock broking to mutual fund distribution. Today, he manages Rs. 133 crore AUM and a Rs. 75 lakh SIP book, emphasizing long-term investing, client education, and financial literacy across India. Original article published on Jan 9, 20
Read MoreSource: Daily Hunt
Gajendra Parmar partnered with NJ Wealth in 2010, transforming his small-town venture into a Rs. 176 crore AUM business. Leveraging technology, collaboration, and client-focused strategies, he manages 4,300 clients and promotes financial literacy through education and awareness initiatives. Origina
Read MoreSource: Ahmedabad Mirror
Keyur Shah transitioned from accounting and tax consultancy to mutual fund distribution with NJ Wealth. Managing Rs. 300 crore AUM and an SIP book of Rs. 1.5 crore, he emphasises client trust, personalized service, and leveraging NJ Wealth’s technology and guidance. Original article published
Read MoreSource: Lokmat Times
Marzee Kerawala transitioned from finance management to mutual fund distribution with NJ Wealth in 2005. Today, he manages Rs. 1,300 crore AUM and a Rs. 4 crore SIP book, serving 700 families globally through NJ Wealth’s technology and guidance. Original article published on Nov 21, 2024 in L
Read MoreSource: Ahmedabad Mirror
Rohit Brahmbhatt transitioned from high-pressure banking to mutual fund distribution with NJ Wealth in 2016, building Financial ABCD into a ₹207 crore AUM venture. His journey highlights aligning personal values with professional success and client-focused financial service. Original article
Read MoreSource: mid-day
NJ Wealth empowers mutual fund distributors like Jignya, Dhaval, and Nehal to achieve remarkable success. Leveraging technology, training, and client-centric support, they manage substantial AUM, build lasting client relationships, and demonstrate the transformative potential of adaptability in fina
Read MoreSource: ThePrint
NJ Wealth, trusted since 1994, empowers mutual fund distributors across India with technology, training, and support. Partners like Ashish, Marzee, Prakash, Sandeep, Gurleen, and Anil have built thriving businesses, serving thousands of clients and managing substantial assets. Original article publ
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