A financial powerhouse! That’s what anjali wealth is for you! Established in the year 2006, anjali wealth developed into one of the largest financial services in India within a short span of time. Today, anjali wealth is the fastest growing financial service company, With diligent effort, acknowledged industry leadership and experience.
With a smorgasbord of services across all verticals in finance, anjali wealth offers you the perfect blend of financial services right from Advisory Services that cover Portfolio Management Services, Mutual Fund Investments, fixed deposit, life insurance.general insurance,health insurance and real estate.
So come join the ANJALI WEALTH family. We look forward to helping you grow financially.
To be India's leading, trusted & most preferred financial services organisation built on ethical practices and integrity.
Core Essence: Wealth of Wisdom
It is with our years of experience and knowledge about the category that we have been able to distinguish what will work and what may not. It is this ability and our perspective that our clients value us for. We believe our wealth is in the people, the knowledge and the experience. What we share is our wisdom to ‘power our clients financial growth’
The level of involvement in financials decisions is very high across the board. The dependability factor becomes the crucial differentiator. At Anjali wealth we continuously invest in building people competencies by enhancing their knowledge and the skill sets. We invest in research to enable us to offer the experts’ advice to our clients.
At anjali wealth integrity is the key to the way we work, interact and deliver. Adherence to ethical practices and integrity takes precedence over all other considerations. This has enabled us to earn trust and commitment from our clients and employees alike.
Being responsive to client needs and changing market dynamics is at the core of all we do at anjali wealth. Being responsive means that we are sensitive to needs, flexible and agile in transforming and adapting to any evolving challenge or scenario. This value is critical to keeping our clients and us ahead and abreast in the financial market.
At Anjali wealth, we are driven by an entrepreneurial spirit that's focused on growth and advancement. Our enterprising attitude translates into adaptation of new technologies, methodologies and newer ways to reach our clients or enhance their experience. Entrepreneurial spirit is at the heart of our progress
Ambition drives growth and urges to set higher goals every time. It is the cornerstone of building a progressive futuristic organization built on the pride of delivering perfection and aiming excellence in all endeavors. Ambition drives people to give their best and also builds pride of association in clients.
Management post graduate from IMT GHAZIABAD with more than 12 years of experience of Fund management, Equity research and real estate advisory in organizations like ICICI PRUDENTIAL ,INDIA INFOLINE and Ethical Realty including the private wealth management of HNIs in real estate.
Post graduate from L.N.M.University, Darbhanga, BIHAR With 10 years of experience in financial & investment advisory organization like India infoline, RR INVESTORS,HDFC LIFE AND RELIANCE LIFE.
PGDM (Finance & Marketing) from ITS Ghaziabad with 10 years of experience in Equity Research and wealth management advisory in Hdfc Securities ,Kotak Securities and Kotak Mahindra Bank Ltd.
Balkrishna has done his Diploma from BTE, Delhi. He is involved in the designing of policies and Strategies, IT-related activities from planning and budgeting to implementation and maintenance. He comes with a broad experience in aspects of the technical knowledge and IT business domains & platforms and back office and operations. He has taken over leadership roles in digital marketing to drive business growth in the new digital age.