Who We Are
We as Partner firm incorporated in the year 2011 and at present having 670 satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). 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.
Our Skill
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.
Our 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
E-Wealth A/c Service
As a client of our NJ E-Wealth A/c service you can enjoy some big, tangible benefits...
NJ Recommended MF Portfolio
Every investor aims to maximise returns while minimising risk.
Our Team
| Management: | |
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Mr. Pinal Naik |
| Mr. Pinal Naik - Founder of ADDWISE has a Bachelor's degree in Science with rich experience of 14 years in Financial Sector. He believes in walking with Clients, going far and beyond to provide Tailor-made solutions to suit their aspirations. Due to such a personalised approach, his Client base hase grown considerably with wide range from salaried to farmers to business entrepreneur and NRIs. | |