About us

We, as a partner of NJ Wealth, incorporated in the year 2009 and at present have 2000+ satisfied clients. We are committed to helping our clients fulfil their financial needs with effective and smart investment assessment. We are a certified Mutual Fund and Insurance distributor recognised by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India). We offer comprehensive financial services, having a highly qualified and experienced team of mutual fund distributors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to clients as per their long-term and short-term financial needs. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.

Why Us

Client-Centric Approach:

All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.

Rich Product Basket:

We offer a single point access to multiple financial products with a holistic need-driven approach & not a product-centric approach.

Focus on Customer Satisfaction:

We come equipped with the right attitude, people, processes, and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.

Value Added Services:

Our Services ensure comfort, convenience, confidence, and control for you in assessing your wealth. You would enjoy being always updated on your investments, anytime, anywhere.

Right Experience & Skills:

We have over 30+ years of experience in the financial products distribution space. Our experience, qualifications & skills enable us to understand you and your needs and then offer you the right strategies & solutions to fulfil your needs.

Driven by Passion:

Serving clients is our passion and the reason why we are in the business. Nothing excites us more than helping our clients fulfil their financial needs with our support.

Our Skills

If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.

Mutual Funds85%

Equity and ETFs80%

NPS90%

Loan against MF95%

PMS95%

Insurance95%

Client Services

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.

Client Desk

The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.

E Wealth Account

NJ Recommended MF Portfolio

OUR TEAM

Mr. Subodh Mahadev Koli

Mr. Subodh is the National Sales Head for Magic Investments Distributor Network. One of the oldest in financial Services, he has over 30+ years of rich experience in the financial services industry. B.Com and GDC&A by education, Subodh is known for his deep understanding of distribution practices and their challenges.

Mr. Ritesh Subodh Koli

Mr. Ritesh is the Product Head for Real Estate, having joined MAGIC INVESTMENTS 6 years back after being an entrepreneur in the realty industry. With an experience of over 6+years, Ritesh is the person with a sound grip on the realty market.