Chetan Agrawal's journey from corporate roles at Bharati Axa, Pidilite, and HDFC Bank to building a thriving Rs.. 195 crore AUM business with NJ Wealth reflects resilience and vision. Guided by NJ's training, tools, and mentorship, he transformed from an employee to a successful wealth entrepreneur....
Read MoreYudhajit Baul, an MBA in Finance, left his corporate banking career to pursue independent wealth management with NJ Wealth in 2012. With his wife’s support, he built a trust-driven financial enterprise that thrives on ethics, technology, and long-term client relationships. Original article pu...
Read MoreAyan 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 MoreDeepak 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 MoreYatin 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 MoreGajendra 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 MoreKeyur 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 MoreMarzee 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 MoreRohit 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 publ...
Read More