About
Welcome To Wealth Gowri Financial Services
A reputed name for comprehensive financial and product distribution services
We, as a partner of NJ Wealth, incorporated in the year 2017 and at present have 450+ satisfied clients. We are committed to helping our clients fulfil their financial needs with effective and smart investment assessment. We are a certified Mutual Fund and Insurance distributor recognised by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India). We offer comprehensive financial services, having a highly qualified and experienced team of mutual fund distributors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to clients as per their long-term and short-term financial needs. Our core purpose is to provide fast-track financial options & thereby make people enjoy a secure retirement life.
450
Happy Clients
345
Lacs AUM
9
Years of Experience
50
Awards
As on Date:
Why Us?
01
Client Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
02
Rich Product Basket
We offer a single point access to multiple financial products with a holistic need-driven approach & not a product-centric approach.
03
Focus on Customer Satisfaction
We come equipped with the right attitude, people, processes, and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
04
Value Addition
Our Services ensure comfort, convenience, confidence, and control for you in assessing your wealth. You would enjoy being always updated on your investments, any time, anywhere.
05
Right Experience & Skills
We have over 9 years of experience in the financial products distribution space. Our experience, qualifications & skills enable us to understand you and your needs and then offer you the right strategies & options to fulfil your needs.
06
Driven by Passion
Serving clients is our passion and the reason why we are in the business. Nothing excites us more than helping our clients fulfil their financial needs with our support.
Our Team
Gowrisankar Raghavan
Welcome! I am an AMFI-Registered Mutual Fund Distributor and Certified Portfolio management services (PMS) Professional, specializing in comprehensive Insurance Distribution and personalized financial Guidance.
My mission is simple: to help you create real wealth, not just dreams. By combining smart investment strategies with structured risk Distribution, I design tailored financial blueprints that protect your family and grow your assets. Let's work together to turn your financial Needs into reality.
At our Firm, our mission is to provide our clients with comprehensive, competent, and customised options for wealth assessment and wealth building areas.
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Contact Us
<Partner Firm>
Office Address:
Flat No., Building Name,
Road Name, Area,
Landmark,
City - 123456, State.
