About

Who We Are

We as MANOJ PANDYA incorporated in the year 1990 As Accounts and Tax Consultancy then added Life Insurance and General Insurance Services. After that, We added investment advisory to better serve our valuable clients. Also added NSDL Authorised TIN PAN Centre and NPS account services, Loan against Deposits/Investments, Business Loans, Housing Loans, Personal Loan and offering our clients/investors/policyholders to enjoy all financial services in a single window. At present having 3200+ satisfied clients. We will help clients to achieve their Financial goals with practical and innovative Insurance & investment planning. We are certified Wealth Managers, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India), and IRDA. We offer comprehensive financial advisory services, having a highly qualified and experienced team of Insurance and financial advisors with Taxation.

We use our complete knowledge of insurance, tax laws, and mutual fund investments to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement.

At MANOJ PANDYA, our mission is to provide our clients with the best solutions in wealth creation and wealth management with effective tax solution. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.

At MANOJ PANDYA , services are offered through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.

Why Us

Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer...

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.

Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.

Focuss 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.

Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.

Right Experience & Skills:
We have over 29 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.

Driven by Passion:
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.

Our Skill

If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.

Mutual Funds78%

Capital Market88%

Fixed Income42%

PMS55%

Real Estate55%

Insurance55%

Our Services

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.

Client Desk

The Client Desk is a premium offering for our clients which consolidates entire wealth

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E-Wealth A/c Service

As a client of our NJ E-Wealth A/c service you can enjoy some big, tangible benefits...

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MARS

MARS (Mutual Fund Automated Portfolio Rebalancing System) tries to overcome

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Team Members

Lacs Aum

Happy Clients

Awards Wins

Our Team

Management:
	Shri Manoj Pandya
	Manoj Pandya is the Founder and National Sales Head for MANOJ PANDYA Distributor Network. One of the oldest in Manoj Pandya, he has over 29 years of rich experience in Accounts, Tax and the financial services industry. Partner is known for his deep understanding of the distribution practices and its challenges.

	Smt Darshana Pandya
	Smt Darshana Pandya is the Life & General Insurance and TIN PAN Centre Product Head joined 15 years back after being an entrepreneur in the Insurance industry. With an experience of over 15 years, Smt Darshana Pandya is the person with sound grip on her field.

About Us