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Money Market
Code: STPT600
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X 1
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$49
Waste No More Time!
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GET EXPERT FINANCIAL ADVICE...
BECAUSE EXPERT KNOWS THE BEST
Plan
Planning your finances effectively involves various steps and strategies depending on your goals.
Execute
Executing a financial plan involves taking actionable steps to achieve your financial goals
Manage
Managing your finances effectively involves continuously monitoring, adjusting, and optimizing your financial strategies to stay on track with your goals.
Kajal Doshi
(CEO)With a degree in Marketing Management from NMIMS, one of the leading management institutes in India, I am a Sales and Marketing Specialist at a firm that provides financial solutions to individuals, businesses, and governments. I have an AMFI certification, which enables me to distribute mutual funds to various segments of investors.
I leverage my digital skills to create and execute effective marketing campaigns, generate leads, and increase conversions. I have over five years of experience in the financial sector, working with different companies and clients. I have developed strong skills in customer relationship management, sales, financial analysis, team management, and communication. I am passionate about learning new things, exploring new opportunities, and delivering value to my clients and stakeholders.
About Us
D&J Financial Advisors is a comprehensive financial planning firm established to help our retail and corporate clients build wealth. We offer the most innovative and customized Wealth Management solutions. We pride ourselves on bringing added value to the corporates and customers in the financial services industry giving them the ability to reach their greatest potential
WHAT ARE YOUR FINANCIAL GOALS?
I HAVE JUST STARTED EARNING
I'M THINKING OF MY CHILD'S FUTURE
I WANT TO OWN A HOME
I WANT TO FULFILL MY DREAMS
I’M AN EARLY INVESTOR
I'M PREPARING TO RETIRE
Our Services
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D&J Advisory
We have over 6 years of exposure in handling retail client, corporate, HNI, NRI's wealth diversified over various asset classes such as Indian equities, insurances, debt products, mutualfunds (unit trusts) and real estateetc
We discovered in many cases that our customers and our corporate clients were struggling to identify the right investment options and sometimes inability to effectively scale by their financial advisors, often leads to lower returns
It became a passion of ours to offer financial advisory services to all our corporate and retail clients in various investment segments. Our recommendations are designed to be long-term solutions and provide assistanceon basis of client`s goalsand objectives.
Frequently Asked Questions
A financial advisor considers
your financial goals, risk
tolerance, time horizon, and
preferences when choosing
investments. They create a
diversified portfolio that
aligns with your objectives and
may adjust it as your
circumstances change.
Active investing involves
selecting individual stocks or
other securities to outperform
the market, usually requiring
frequent trading and higher
fees. Passive investing, often
through index funds or ETFs,
aims to match the performance of
a market index with lower fees
and less frequent trading.
A financial advisor can help
identify potential risks to your
financial plan and recommend
strategies to mitigate them.
This might include
diversification, insurance, and
adjustments to your investment
strategy based on your risk
tolerance.
What Our Client’s Say
D & J Financial Advisors has been incredibly helpful in managing my retirement portfolio. The advisors are knowledgeable and always take the time to explain their strategies. The fee structure is transparent, and I feel confident in their investment approach. Their website is user-friendly, offering a wealth of educational resources. Highly recommend!
Vikas Mehta
Co-FounderD & J Financial Advisors Wealth Management provides decent financial advice, but their communication could be better. There were times when it was difficult to get timely responses to my inquiries. Their fee structure is a bit higher compared to others, but they do offer a wide range of services. The website is comprehensive but could use some updates for better usability.
Dipika Mahajan
MarketingI have had an exceptional experience with SecureFuture Financial Planning. The team is highly professional and dedicated to understanding my financial goals. They offer a comprehensive range of services, including tax and estate planning, which has been incredibly beneficial for my long-term strategy. The website is well-organized and features useful tools and articles that have helped me make informed decisions. The transparent fee structure and regular performance updates give me peace of mind knowing my investments are in good hands.
Amol Patil
AccountantMy experience with D & J Financial Advisors Group has been mixed. While the advisors are knowledgeable, I found their investment strategies to be too conservative for my growth goals. The communication has been inconsistent, and it sometimes takes a while to get a response to my queries. Additionally, their fee structure is not as transparent as I would like, leading to some unexpected costs. The website has a decent amount of educational content, but it can be difficult to navigate and find specific information. Overall, I think there are better options available.
Aniket Dube
Co-FounderRequest a Call Back
