About Us
Our team has multi-decade experience in delivering high quality wealth management and financial planning services to our high-net-worth clients and their families.
Clients are at the core of our processes, and we have created value for them by leveraging on our research and wide industry network to craft optimal wealth management and advisory solutions to help our clients create wealth and achieve their financial goals.
We are driven by technology, investment expertise, and optimum tax-risk-return adjusted solutions for our investors to focus on achieving and sustaining longstanding relationships that not only satisfy their immediate needs but also create an ongoing performance to build long-term value.
We live by our value system that reflects simplicity, client-centricity, consistency, prudence and transparency
Our Clients’ trust is what drives us to maintain our conscience and discipline even during the most ambitious of markets and that’s how we create value. This is how we have built equity amongst clients who are located across geographies:
Here’s what our clients say about us
Financial planning is an integral part of life today and a good advisor in the journey is the key to
success. AJ Financial has been instrumental in helping me in planning and investing prudently towards
the achievement of my financial goals. Over the last decade of my association with them, they have
also helped me understand and navigate through some of the complexities of the financial markets,
so I have a basic familiarity with it. I am happy that they have been and will remain my financial
partners. My best wishes for their continued success!
— Ms. Yashashree Gurjar
CEO, Avantha Foundation
Their knowledge of the political, social and economic drivers of financial markets, attention to the essence of
understanding their client's risk profile and their objectivity eschewing a hidebound approach has contributed
to them achieving for me an outsized return well beyond my expectations. I have no hesitation in
recommending them as financial advisors of merit.
— Mr. Firdaus Ruttonshaw
Global Investor, London
About 8 years ago we got introduced to the planned way of investing and they were our first Wealth
Managers. Until then we never had a grasp of the matters pertaining to our finances. Here is where
they have been guiding us to gradually build a sizeable portfolio over the years, even as the markets
went up and down. Thank you very much, AJ Financial, for helping us with our investments.
— Gp Capt. Girish Saini (Retd.) & Mrs. Rajni Saini
Chief Pilot, Aditya Birla Group | Homemaker
I have known them personally for over 10 years and they have been providing me with an excellent service. Their competence in investments,
attention to details and also their willingness to take the time to discuss and respond to my concerns/questions has built a high level of trust
and reliance in them. I have always known them to be organized and responsible; I believe that their skills, experience and initiatives will
lead AJ Financial to greater success.
— Dr. Deepa Mazumdar
Psychologist & Academician
I have known them for 10 years now. Although our relationship started professionally - we also became good friends and our relationship is more personal now.
That says a lot about them and how they treat their customers along with their advisory excellence. My very best wishes are with them for this venture.
— Mr. Anand Vishnubhotla
Investor
AJ Financial have been associated with our family for last 11 years. They have been guiding us with our
investments and financial planning. Their quality of advisory has been way above our expectations
and is highly recommendable. Their dedication and in-depth knowledge about the complex world of
business finance and investments is remarkable.
— Mr. Rohan Marwah
Entrepreneur
Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser.
AJ financial has this and more. Their dedication to clients and business excellence sets them apart and I would highly recommend them
to anyone wanting to achieve better financial outcomes.
— Ms. Semine Patel
Investor
I met AJ Financial through my tax consultants around a year back. I understand that they have worked extensively in the
Investments field in various organizations and possess very good knowledge on investment matters. A very positive point that I
liked about them is that they invest time in discussing our requirements and priorities in detail and makes us aware of the
situation to take informed decisions, also the fact that relieves me is they keep a constant watch on our investments to reach
the desired goal.
They stand out to be very good, cool-headed and always accessible to us. I wish them all the best.
— Mr. Mallarirao Inamdar
Business Advisor, ThyssenKrupp India