MJ WEALTH offers its clients a comprehensive online desk, which consolidates entire wealth/portfolio information for an entire family group. It keeps the customers informed of their portfolio, anytime any where, and empowers them to take smart investment decisions.
The customers get access to virtually all financial and non-financial products to manage their portfolio. Transactions through MJ WEALTH are automatically updated and there is a wide choice of consolidated as well as product wise reports available.
MJ WEALTH consolidates both financial and non financial products of its clients. Financial products will include, but not limiting to, mutual funds, equities, REITS, PMS, insurance (life, non-life), fixed income products like company/bank FD, bonds, debentures, small saving schemes (PPF, NSS, Postal Schemes). Non-financial products includes physical assets (real estate, bullion) and private assets (equity, debt).
Mijesh Jain is Founder & CEO of MJ Wealth. He is responsible for guiding the company towards the achievement of its Philosophy, Vision, and Mission & Value
Mijesh Jain has over two decades of experience in the financial services industry. He has worked in Wealth Management domain through various position in MNC and Indian Private Sector Banks as well as Leading financial institutions in India.
Mijesh Jain holds an Masters Diploma in Business Finance from Symbiosis Institute of Management Studies, Pune and acquired his Bachlor’s degree in Commerce from Madras University.
Mr. Romal Bafna is qualified with the degree in B.Com. (Hons.) Accounting, MBA and a CFA from ICFAI.
He has a working experience of more than 15 years in the field of Chemicals, Agri products and Capital Market investment and portfolio management.
In his last assignment he was into advisory services for hedging and risk management of Agri products and equity portfolio management of various HNIs in Mumbai, Ahmedabad, Jodhpur and New York.
He himself is an active investor in capital markets and a vivid reader and follower of current global market scenarios and does different technical analysis on individual basis.
He would be responsible to carry out wealth management activities for HNI Clients in Western Region of India.