Welcome To RJ Finserv
We, as a partner of NJ Wealth, incorporated in the year 2009 and at present have 1000+ satisfied clients. We are committed to helping our clients fulfil their financial needs with effective and smart investment assessment. We are a certified Mutual Fund and Insurance distributor recognised by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India).
We offer comprehensive financial services, having a highly qualified and experienced team of mutual fund distributors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to clients as per their long-term and short-term financial needs. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.
We offer comprehensive financial services, having a highly qualified and experienced team of mutual fund distributors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to clients as per their long-term and short-term financial needs. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.
Our Service
Financial Assessment
Financial assessment is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict.
Portfolio Review
We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.
Retirement needs Assessment
We assisti n wealth building for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that needs
Portfolio Restructuring
Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment
Goal-Based Assessment
Goals-based assessment is the process of helping our clients prioritize their financial needs and determine the optimal way to fund them.
Tax Planning
Tax planning is the process of analysing a financial plan or a situation from a tax perspective.
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Why Us
Client-Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket
Focus on Customer Satisfaction
Value Added Services
Right Experience & Skills
Driven by Passion
Our Team Members
Mr. Ravichandran
Mr. Ravichandran has over 15+ years of rich experience in the financial services industry. He is known for his deep understanding of distribution practices and their challenges.
Miss. Janani Ravichandran
Miss. Janani Ravichandran is a Qualified Personal Finance Professional (QPFP) with a strong academic foundation, having completed her post-graduation in finance. She brings hands-on experience in taxation and investment decision-making, enabling her to guide clients with practical, data-backed financial solutions.