About AAJ Wealth

At AAJ Wealth, we adopt a structured and disciplined advisory approach and provide you portfolio solutions which meet your desired financial goals and milestones. At AAJ Wealth, we offer you a complete range of solutions that complement our advisory services. The range includes a combination of best of breed proprietary and non proprietary (third party) products. The approach is to recommend you product solutions within your overall asset allocation in an unbiased manner after evaluating all the options available in the market. Work with us to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals according to your specific needs and comfort levels. Our estate planning, insurance, and wealth management expertise will put you in the best position to succeed while allowing you to maximize your time devoted to focusing on the pursuits that are most important to you

We offer following specific solutions to our clients:-

1.Investment Advisory Services MF,
2.Fixed Deposits,
3.Equity Shares
4.Life and General Insurance

How AAJ Wealth helps you achieve your goals

We offer sophisticated investment advice best suited to your financial goals. Our product is optimized to help you achieve each goal, be it saving for a retirement, buying a house or just building your wealth. We consider your age, your savings, a suitable risk profile, target amount and time horizon for the goal to give you a systematic goal plan. This plan will maximise your chances of reaching the goal. The plan consists of how much you need to invest every month, the Mutual Funds you should invest in and what the asset allocation (debt and equity) should be. This advisory engine continually updates your plan depending on your progress to ensure you are on track to achieve your goal.

Why Us??

We take real interest in helping make your financial goals a reality. Our comprehensive investing and wealth management services are designed to help you meet your needs wherever you are in your wealth journey. At AAJ Wealth we can develop tailored strategies to manage your financial future. Backed by the full resources of an established wealth management firm, our decisions are not made alone, but with a knowledgeable team of professionals possessing a reputation of success. You’ll have the flexibility to invest on your own, use our automated service, or get personal guidance from our advisors and teams..

OUR COMMITMENT – CLIENTS FIRST. IT IS AT THE CORE OF EVERYTHING WE DO
WE CARE. > You can be confident that we have your well-being at heart and will always take a personal interest in addressing what is important to you.
WE GET TO KNOW YOU.. > We will always listen, be available to talk, and are passionate about your goals. We will take the time to ask the right questions to recognize your needs.
WE HAVE A PASSION FOR THIS BUSINESS. > You will be delighted by the friendliness and enthusiasm of our team.