About Us

The foundation of NKJ Finserv started in 2004 when MF industry was beginning to gain traction in India. Thought process was clear that we wanted to generate long term wealth for the clients in a transparent and ethical way with the top notch service levels.

We were one of the early entrants to the business of wealth management, as early as 2004. Mr. N K Jasoria & Mrs. P L Jasoria, the founders of NKJ Finserv, are career bankers and have an extended family of thousands of relationships they have cemented over the past 4 decades. They firmly believe that they would not advise anything which they would not be ready to act on. With this belief, gift of the jab and customer centric attitude, they have built a strong base of approx. 2000 investors with a very respectable AUM.

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2000+

Investors

20+

Years of Experience

Our Videos

How NKJ Finserv Works in Your Best Interest

AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO

Monthly Investment

Bank

@4%

Fixed Deposit

@6%

Gold

@9%

Sensex

@11%

Mutual Fund

@15%

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We will ask you a set of questions to get to know you!

1 Describe your knowledge of investments:

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We will ask you a set of questions to get to know you!

2 When you invest your money, you are:

Check Risk Profile

We will ask you a set of questions to get to know you!

3 If the market lost 25% in the last few months, and your investments also suffered the same - what would be your first impulse?

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We will ask you a set of questions to get to know you!

4 Have you ever invested in shares or mutual funds? If yes, for how many years?

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We will ask you a set of questions to get to know you!

5 To obtain a return of more than what you would receive as a bank fixed deposit, you must take risks.

Check Risk Profile

We will ask you a set of questions to get to know you!

6 How do you react to the idea of investments?

Your Risk Tolerance

As per our risk assessment, you Risk Profile is

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Are you still doing a Regular SIP? What about a Step up SIP to reach your goals faster

Step up the SIP annually

As your income increases annually you should increase your SIPs too. This not only helps you create a bigger corpus, it also helps you reach your goals earlier.

Difference is huge

Your SIP Corpus can be 48% more in 20 years period. Example - 10% SIP Step Up on Rs 10,000 monthly SIP in NIFTY 50 over 20 years period can create a substantial difference in wealth.

Reach goals faster

Through Step Up SIP, you can reach your goals earlier. Example - to reach a goal of Rs 1 crore with Rs 10,000 monthly SIP, it takes 16 years through 10% annual SIP Step Up while it takes 20 years through regular SIP (assuming 12% return).

SIP of Rs 10,000 in NIFTY 50 Index with annual Step Up of 10%

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