We started our financial planning firm in 1980. My son Jay Shah, has also joined me in my practice. We have our presence in a small city of Mandvi, Kutch which has a population of just about 45,000 people. We are proud today to have a SIP book size of over Rs.82 Lakhs. We have a MF AUM of over Rs.101 crores and also advise over Rs.250 crores of non-mutual fund assets.
We believe that our success has been primarily due to the support of our clients and the trust they have in us. Thanks to them, we are among the top financial planning firms here.
Our vision is to be the leader in our field of business through:
Total Customer Satisfaction
Commitment to Excellence
Determination to Succeed with strict adherence to compliance
Successful wealth creation of our customers
Our Mission: Independent ideas. Top notch advice. Independent wealth.
Our Philosophy: We aim to provide need-based solutions for long-term wealth creation. Our primary measure of success is customer satisfaction. We have seen many ups and downs in the lives of people around us, and we strongly felt that everyone should plan for a better tomorrow. This motivated us to be financial advisors. This profession helps us to live and work for our dream to make a wealthy society.
Client communications is an integral part of our business.
There are a few things we would like to mention which we practice religiously:
1. Schedule regular client meets
2. Also schedule one-on-one calls
3. Answer all client questions without creating hype
4. Hold regular conference calls
5. Use social media with caution
6. Send relevant reports every month
Why client trusts us.
There are 3 key things we wish to highlight:
1. Client Privacy: Client privacy is very important for us. For investor peace of mind, we don’t share their details with anyone else.
2. Unbiased advice: Our advice is trusted, honest and focused on what is best for the client, not influenced by product sales.
3. Personalised advice: We take time to understand each client’s unique challenges and goals and provide tailored solutions for each client.
In the present day cut-throat competition, team NJ and NJ Technologies are the Heart and the Brain of our financial consulting business. With the core support that we have received, we have grown our business considerably. Mr Neeraj Choksi, Mr Jignesh Desai and team NJ, are providing fabulous solutions to people like us and it helps boost a NJ Partner to achieve great success.
The freedom of doing business by breaking the barriers like place and time is the biggest gain. E-Wealth is the best platform we have ever seen – very easy to transact for Clients as well as Partners, making our life much easier. We can now provide our services very effectively and promptly. Managing money is now at the fingertips of the client.
Our views on financial advisory business
The financial advisory business will grow by leaps and bounds. We will need to adapt to the “best” and the “next” practices of the industry. Beyond this, we would say that setting up the advisory practice takes time. We too have faced many challenges. Always sustain the investor and keep their temperament for staying invested; keep faith in your advice and the road map for their future. Have faith in the business.