We are proud partners of NJ Wealth, incorporated in 2007 under the name Prerna Financial Services. Today, we serve 400+ satisfied clients with a commitment to smart investment planning and long-term wealth building.
Recognized as a Certified Mutual Fund and Insurance Distributor by NSE, AMFI (Association of Mutual Funds of India), IRDAI (Insurance Regulatory and Development Authority of India), and CFGP (Chartered Financial Goal Planner Certification by AAFMI ), we bring holistic financial expertise across:
- Mutual Funds
- Insurance
- Tax Planning
- Home Loans
- Child Education/Marriage Planning
- Retirement Planning
Our core purpose is to deliver fast-track financial solutions that enable our clients to enjoy a secure and stress-free retirement.
Client-Centric Approach:
Your interests come first. Every recommendation is designed around your long-term goals.
Rich Product Basket:
Access multiple financial products through a single, need-based advisory platform.
Customer Satisfaction:
With strong processes, technology, and support, we ensure smooth services and quick query resolution.
Value-Added Services:
Track and manage your wealth anytime, anywhere with our digital tools and reporting platforms.
Experience & Skills:
Over 20 years of expertise in financial product distribution, backed by qualifications and practical know-how.
Driven by Passion:
Our passion lies in helping clients achieve their financial milestones.
Our Skills
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.
Client Services
OUR TEAM
Mr. Pravin Bhalekar
With over 20 years of experience in financial services and an MBA background, Mr. Bhalekar is known for his deep expertise in mutual funds, insurance, home loans, and investment distribution practices
Mrs. Ashwini Bhalekar
With 15+ years of experience, Mrs. Bhalekar brings strong insights into the health insurance market and is dedicated to ensuring client satisfaction and personalized service.