WHAT ARE YOUR FINANCIAL NEEDS?
Everyone has various financial needs which is to be achieved for leading a beautiful and stress-free life.
But before reaching these goals certain bridge of multiple realities has to be crossed.
I HAVE JUST STARTED EARNING
I’M THINKING OF MY CHILD’S FUTURE
I WANT OWN A HOME
I WANT TO FULFILL MY DREAMS
I’M AN EARLY INVESTOR
I’M PREPARING TO RETIRE
GET EXPERT FINANCIAL ADVICE…
BECAUSE EXPERT KNOWS THE BEST
Purchase of any financial products without consulting a financial planner is like taking a medicine without doctor’s diagnosis.
We offer our expert advice for choosing the best investments products which will lead to your financial freedom.
Get customized advice across
investments, goals, expenses, insurance,
loans, estate planning, and taxes
Implement your customized advice by
buying all the recommended financial
products on one single platform
Track your journey and review/rebalance
your investments to make sure
they are aligned with your goals
Various articles on different investment topics giving you valuable insights about market is updated every month.
Latest news and trends will you to take better investment decisions.
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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.
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 organization.
MARS (Mutual Fund Automated Portfolio Rebalancing System) tries to overcome these issues for investors whereby they can manage their asset allocation and invest in better performing schemes by the click of a mouse and maximize their returns.
E-WEALTH A/C SERVICE
As a client of our NJ E-Wealth A/c service you can enjoy some big, tangible benefits. You can do hassle, worry and error free transactions in a very easy, time and cost effective manner – any time, any where.
ABOUT MUTUAL INVEST
At, our mission is to provide our clients with the best solutions in Wealth Building. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.
At , offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our client’s to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.