Who We Are
We as Private Limited incorporated in the year 2020, and at present have 1000+ satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Managers, Mutual funds, and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India). We offer comprehensive financial advisory services, having a 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 secure 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...
MARS
MARS (Mutual Fund Automated Portfolio Rebalancing System) tries to overcome
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Our Team
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Mr. S P Shekh |
| Mr. S P Shekh is the Dirctor and Founder Member of SP Finserve Private Limited. He has over 20 years of rich experience in the financial services industry. A Graduate by education, Partner is known for his deep understanding of distribution practices and their challenges. | |
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Mr. Mitul Shah |
| Mr. Mitul Shah is the Dirctor and Founder Member of SP Finserve Private Limited. He has over 20 years of rich experience in the Marketing field. A Graduate by education, Partner is known for his deep understanding of Marketing and its challenges. | |
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Mr. Mukesh Sharma |
| Mr. Mukesh Sharma is the Training Head for Mutual Fund and Insurance having joined SP Finserve Private Limited 2 years back after being an entrepreneur in the Mutual Fund Industry. With an experience of over 15 years, is a person with a sound grip on the Mutual Funds and Insurance. | |
