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Aseem Juneja | AJ WEALTH AND FINANCIAL SERVICES | New DelhiAseem Juneja | AJ WEALTH AND FINANCIAL SERVICES | New Delhi

Aseem Juneja

AJ WEALTH AND FINANCIAL SERVICES•New Delhi,DL
580 , Block 10, Kaveri appt, D6, Vasant Kunj ,
New Delhi, DL, 110070
580 , Block 10, Kaveri appt, D6, Vasant Kunj , New Delhi, DL, 110070
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About

Aseem is a Financial Planner, Coach , Founder of AJ Wealth and Financial Services & Co-Founded Blueestone Wealth Matters Pvt Ltd . He hold the credential for Risk Analysis & Insurance Planning from the Financial Planning Standards Board Ltd. (FPSB) , Certified by NISM (National Institute of Securities Market) & IRDA (Insurance regulatory development authority of India) & A Qualified Personal Finance Professional (QPFP) to help people understand and plan for their future financial goals & the potential risks to their portfolio. Aseem is a well-traveled professional with a keen interest in the subject of money, begun his journey in the space of personal finance & investing in 2014. Since then, he has worked with Corporates & over 700 families globally, coaching them on how to ease their financial worries. He is a lifelong learner and keeps himself professionally updating himself. His Mission is to coach 1 million People and make this world Financially better place.

Practice at a glance

11
Years of Experience
451
Families Served
₹40
Crores Managed

Practice Details

Min Monthly Investment:₹50,000 & more
Min Lumpsum Investment:₹10,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Doctors, Founders & Entrepreneurs
Language Spoken:Hindi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-101065

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Home Loans

Complimentary Services

Get any of the free services to experience working with Aseem Juneja.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Mutual Fund Portfolio Review
Retirement Readiness Check