Welcome To My Firm
Since 2004 at N J Fin Plan, We help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund Distributor and Insurance Advisor recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India) & IRDA respectively, having office at Mulund West, Mumbai.
We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
At N J Fin Plan
- You will be offered each financial products / services based on your different Financial Goals, some of them are
- Retirement Planning Investments
- Child Education Investment Planning
- Child Wedding Expenses – Investment Planning
- Investments for Dream Home
- Investments for Dream Car
- Investments for International Vacation etc
- Your information is absolutely secured with us. We respect your privacy
- Our team is highly trained, supported by industry experts
- Over the years we have a satisfied cliental ranging from salaried individuals to the businessmen, career beginner to retiree, single or married
Our Service
Financial Assessment
Financial assessment is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict.
Portfolio Review
We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.
Retirement needs Assessment
We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal.
Portfolio Restructuring
Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment
Goal-Based Assessment
Goals-based assessment is the process of helping our clients prioritize their financial needs and determine the optimal way to fund them.
Tax Planning
Tax planning is the process of analysing a financial plan or a situation from a tax perspective.
Some Facts
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Our Philosophy
Right People To Partner
We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.
Value Added Services
Rich Product Basket
Client Centric Approach
Our Team Members
Mr. Partner NameFounder & Chief Financial Planner
Meeta N. UnarkatHead : HR & Administration
Khyati N. UnarkatExecutive - Operation