At NRJ Financial Services, we are a committed, experienced, and qualified
team of professionals driven by a single purpose — to provide a comprehensive platform for complete
financial products and services. Our offerings span
investment planning, tax management, retirement planning, personal finance
management, estate & legacy planning, and risk management through insurance planning
(including term, health, endowment, unit-linked plans, vehicle, property, travel, and more).
Our journey in financial services formally began in 2021, post the Covid-19
pandemic — a period when dependable financial guidance was needed more than ever. Since then, we have been
privileged to earn the trust and confidence of 1,500+ customers who have
partnered with us in their financial growth.
We have successfully executed investments worth ₹100+ crores within a span of
less than four years — a testament to the unwavering trust of our clients.
Furthermore, all surplus generated, after meeting present and future committed expenses and tax liabilities,
is fully dedicated to charitable initiatives for the general public, without
any sharing or distribution of profits or dividends among the management or stakeholders.
At NRJ Financial Services, you can explore a comprehensive suite of financial
products and services designed to meet every investor’s diverse needs:
1. Mutual Funds: Access to all funds managed by leading Asset Management
Companies
(AMCs).
2. Other Special Investments: SIF, PMS & AIF, Gift City investments,
Gold
Funds,
Managed
Portfolios and more — crafted by experts for effortless diversification and long-term value creation.
3. India Stocks and ETFs: Seamless access to all
stocks listed on BSE & NSE and
more.
4. Fixed Income Investments: Deposits, bonds, and a
broad range of
interest-bearing
instruments.
5.Risk Management through Insurance: Complete
coverage across Term, Health,
Life, and
General Insurance from leading providers — all under one roof through our expert team.
6. Tax Advisory and Legal Services: With
investment and taxation being two
sides
of the
same coin, NRJ ensures every investor receives accurate and timely tax advisory from top tax
professionals. We
have
been operating as Tax Consulting Services since 2003, and today we proudly serve 6,500+
individual clients across India and overseas.
7. Estate & Legacy Planning: Comprehensive guidance covering estate
planning,
legacy
structuring, retirement planning, and related needs — delivered by seasoned experts, tailored to
individual
objectives.
All services are delivered digitally, seamlessly, and securely — anytime, anywhere — without physical
presence
or
geographical limitations, and without any additional cost to the investor.
“Safety, Security & Growth Ensured”
