Welcome To N J Financial Planning
A reputed name for comprehensive financial advisory and product distribution services
At, N J Financial Planning our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased, and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.
At N J Financial Planning, offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our clients to understand their investments, have knowledge of investment products, and that they make good progress toward achieving their financial goals in life.
At, N J Financial Planning our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased, and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.
At N J Financial Planning, offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our clients to understand their investments, have knowledge of investment products, and that they make good progress toward achieving their financial goals in life.
Our Products
Mutual Funds
Your single point access to virtually all mutual fund schemes from all fund houses in the market
Capital Market
With our Trading & Demat Account services, get paperless access to Mutual Funds, Direct Equity
Fixed Income
Get easy access to diverse debt products from the of the leading companies, institutions in India
PMS
We offer PMS strategies with equity and mutual funds from the leading PMS providers in India.
Real Estate
Get access to exclusive opportunities for investment /consumption in Real Estate.
Insurance
Experience quality risk advisory and management services with our insurance solutions
Client Testimonials
I started my financial journey with N J Fin Plan in the year 2018 and haven't looked back since then. Mr. Nilesh has helped me with all my investments and insurances. He is always available for any kind of financial consultation. I am very delighted and satisfied with his services.
Managing Director at Headcount Consultants
Nilesh is a very good & focused professional who is very good at designing financial solutions. He has a very good capability to understand the financial goals of the investors and design a tailor made solution to them. This helps the investor to get the best returns on his investments. He keeps the investors updated with latest financial instruments and other investments opportunities through his communication channel as well, this helps the investors to be abreast with the latest opportunities for investments with ease. Apart from the Financial Investment aspect he has a extremely good experience in Corporate Communications and Marketing Activities as well. He has won various National & International awards for his Marketing Activities.
I have been availing financial services and consultancy from Mr. Nilesh – N J Fin Plan for last 15 years. Mr. Nilesh has been perfect in each and every aspect be it service or be it market predictions and push and pull for investing. We are sure our money is very safe and multiplying with investments adviced by Mr. Nilesh. We are are also very well taken care statutorily and our families are also very happy with the integrity of our investments. I would advice everyone reading this to start today with Mr. Nilesh
Indigo Airlines
We understood the importance of Financial Planning and investing as per Financial Goals from Mr. Nilesh J. Unarkat - N J Fin Plan in last 5 years. Excellent Knowledge and Experience with efficient service converts in to customer delight. Will be happy to recommend Mr. Nilesh - N J FIn Plan whoever wish to create & protect wealth
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