Nilesh J. UnarkatNilesh J. Unarkat – Certified Financial Professional & Founder of N. J. Financial Planning.

Over 12 years we have been creating financial plans and managing investment portfolios for our clients. Our clients are primarily busy Professionals & Businessmen who need to support to manage their finances & create wealth over a period of time in a strategic way.

Our mission is to help clients make the right decisions around their money and build wealth over time. We do this with the knowledge, experience & technologically advanced processes. We are proud to say that our advice has helped many clients to reduce their anxiety about money issues.

Specialities:

  • Identifying Financial Goals
  • Writing Financial Plans
  • Wealth Creation
  • Portfolio Management
  • Portfolio Review
  • Tax Planning
  • Retirement Planning
  • Insurance Panning