Our Story
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.
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
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Why Us
Our Vision is to provide you with the most ideal solutions in wealth management for your overall financial well-being. It is our mission to reach a maximum number of clients and make a positive, worthwhile impact in their lives and help them achieve their responsibilities and financial goals in life.
Our Mission is to provide our clients with the best solutions in wealth building and wealth distribution. We are driven to provide clients with simple, unbiased and uncluttered professiaonal advice that adds value to their quality of life and results in actionable solutions.
Our core purpose is to provide fast-track financial solutions & thereby make people enjoy secured retirement life.
Client Centric Approach
Rich Product Basket
Value Added Services
Right People To Partner
Team Member
Nilesh J. UnarkatFounder & Chief Financial Planner
Meeta N. UnarkatHead : HR & Administration
Khyati N. UnarkatExecutive - Operation