Build Your Financial Roadmap

We assist professionals, businessmen & individuals to maximize their wealth through investment & money management.

About AJ FinWealth

We’re a team of financial professionals who are passionate about helping our clients achieve their financial goals. We pride ourselves on our transparency, integrity, and commitment to providing personalized, client-focused service. We offer financial planning, money management services, and investment guidance to help you achieve your financial goals.

About The Founder

Mr. Aseem Juneja is a highly skilled and licensed Financial Guide with extensive financial knowledge. He is the founder of AJ FinWealth and Financial Services and a co-founder of Blueestone Wealth Matters Pvt Ltd. The Financial Planning Standards Board Ltd (FPSB) has awarded him the Risk Analysis & Insurance Planning credential. He is qualified by NISM (National Institute of Securities Market), IRDA (Insurance Regulatory Development Authority of India), and QPFP (Qualified Personal Finance Professional) to assist clients in comprehending and planning for their future financial goals and portfolio risks.

Driven by a passion for helping individuals manage their personal finances, he embarked on his journey in 2014. Since then, he has worked with over 700 families and corporates globally, guiding them on alleviating financial concerns and achieving their financial objectives.

His mission is to coach one million people, understanding their unique needs, and providing them with personalized financial guidance.

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Happy Customers

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Sessions Completed

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Years of Experience

Who We Serve?

We’re dedicated to ensuring that our clients’ financial needs are met with the utmost care and professionalism. Our services are designed to help you manage your finances efficiently and effectively.

Business Owners

Family Financial Planning

Pre-retirees

Retirees

Young Investors

Services We Offer To Our Clients

Personalized Financial Planning

We work closely with our clients to develop personalized financial plans that take into account their unique financial situations, goals, and priorities. Whether you are looking to build your savings, or manage your debts, we can help you make informed decisions that can positively impact your financial future.

Risk Analysis & Insurance assistance

We offer comprehensive risk analysis and insurance planning services to help you protect yourself and your loved ones from unforeseen events such as accidents, illness, or natural disasters. We work with reputable insurance providers to ensure that you get the best coverage for your needs and budget.

Retirement Planning

We offer comprehensive retirement planning services that take into account your retirement income needs, investment strategies, and risk tolerance. Our goal is to help you achieve financial independence and security in retirement so that you can enjoy the lifestyle you deserve.

Tax Planning & Saving

Our team can help you optimize your tax planning strategies to minimize your tax liability. We work with our clients to identify tax-saving opportunities and develop personalized tax planning strategies that are tailored to their unique financial situations. Our goal is to help you maximize your after-tax income.

Wealth Creation Through Investment

Our team of experienced professionals understand your circumstances and financial objectives, and then work with you to develop a customized investment strategy and help you achieve your objectives. Make informed investment decisions and achieve financial success with us.

Employee Retention & Engagement

Employee retention and engagement are critical for the success of any business, and our team can help you develop effective strategies to attract and retain top talent. We offer comprehensive employee retention and engagement services that take into account your business's unique needs and goals.

The 6 Step Process.

We follow the easiest process to make your journey more efficient and bring wealth to you.

Exploratory Meeting

Documentation and Data Collection

Planning and Scenario Building

Investment Policy Statement Preparation

Implementation of the Plan

Periodic Review

OurProducts

Grow Professionally and Financially

Consult With AJ FinWealth

If you are a young professional, then this is the right time to plan your finances.
Our Address

580, 3rd floor, Block 10, Kaveri Appt, Vasant Kunj New Delhi - 110070

Contact Info

+91 8860007079

Email Id

care@ajfinwealth.com

    I have been working with AJ FinWealth for 2 years now, and I can honestly say that their guidance has been invaluable to me. They have helped me manage my money more effectively, and their investment advice has been spot-on.

    Rahul Shukla

    Riya Tiwari

      They are always helpful, responsive and professional! I would recommend them to anyone looking for financial planning and investment guidance.

      Riya Tiwari

      Diksha Pathak

        I was hesitant to seek out financial planning assistance at first, but I'm so glad I did. AJ FinWealth has been amazing to work with. They have helped me develop a solid financial plan, and helped me to grow stronger.

        Diksha Pathak

        Dev Gupta

          I am extremely satisfied with their services. They have helped me develop a personalized financial plan that aligns with my goals and values.

          Dev Gupta

          Sarthak Singh

            I appreciate their transparency and honesty, and I would highly recommend them to anyone looking for financial planning.

            Sarthak Singh