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CA Neerja Panikar | Jay Financial Services | MumbaiCA Neerja Panikar | Jay Financial Services | Mumbai

CA Neerja Panikar

Jay Financial Services•Mumbai,MH
128, 1st Floor, Hallmark Commercial Complex, Vasant Oscar, LBS Marg, ,
Mumbai, MH, 400080
128, 1st Floor, Hallmark Commercial Complex, Vasant Oscar, LBS Marg, , Mumbai, MH, 400080
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About

A qualified Chartered Accountant, Neerja began her professional career in the corporate finance sector, where she gained hands-on experience in financial planning, analysis, and control. Her early exposure to dynamic and structured financial environments has equipped her with a strong foundation in managing complex financial operations. Neerja is the daughter of Mr. Jayamurali Panikar, the Founder of JAY Financial Services, and now steps into a leadership role as part of the firm’s second-generation management. Her induction marks a significant milestone in the company’s journey, blending deep-rooted values with a forward-thinking approach.

Practice at a glance

1
Years of Experience
15
Families Served
--
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings: --
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Women Investors, Business & SME Owners, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Government Staff
Language Spoken:Hindi, Marathi, Malayalam, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

CA – Chartered Accountant

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-355546

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
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund

Can help you buy / invest in

Health Insurance
Life Insurance
Mutual Funds