Let your idle money work for you !

Mutual Fund is Right... Right Here!!!

NJ E-Wealth Account is a comprehensive online platform which empowers you to have access to your entire wealth portfolio across Mutual Funds, Direct Equity, ETFs, IPOs, Bonds along with their current valuation, at a single place. You can buy, sell or switch investments simply through your computer or smart phone any time and from anywhere in the world. The transaction process is speedy, smooth and leaves no paper trail. 'Now never miss an opportunity to build your wealth because you were too far'

Innovative Transaction

  • Sign up is free.
  • Personal advisory services is free.
  • Investment is not additionally charged.
  • Online transactions is free.

Control Panel

  • Most user-friendly dashboard.
  • Overview of total investments is available.
  • Holdings of your invested capital can be reviewed.
  • Regular market updates is available.

Expert's Advice

  • Certified Financial Advisors(CFA) to suggest your investments.
  • Analysts team with 10+ years of experience.
  • 24/7 support assistance.
  • Genuine advice to achieve financial goals.

Safe & Secure

  • Foolproof protection as regulatory guidelines.
  • Security is ensured with encrypted format data transmission.
  • Reliable payment gateway for bank transactions.
  • Money movement requires your consent.

Our Products

  • Mutual Fund
  • Capital Market
  • Fixed Income
  • PMS
  • Real Estate
  • Insurance

how to start

& complete profile
expert's advice
investment plan
Your expert
Alkesh Shah

A reputed name for comprehensive financial advisory and product distribution services

Yash Insurance & Advisory Services is one of the most promising Insurance (General, Life & Investment-AMFI certified) Advisory firm, of Vadodara, promoted by professional, with over 36 years of experience in Insurance industry. We provide comprehensive support to our customer in their day to day and long-term decisions related to Insurance and will help clients to achieve their Financial goals with effective and smart investment planning. We are Certified Wealth Manager, Mutual Fund and Insurance Consultants. The major power factors of our company are the wide range of expertise, knowledge & experience that are bound to positively affect our customers and our fanatical belief in the virtues of insurance and the benefits it brings to the insured and the society. The motto of our company is 'Customer Satisfaction' that is formed by a concrete commitment to personal and professional integrity, ethics, honesty and fair dealing. Our management embraces these principles and has adopted strong corporate governance practice that reflects this commitment. As your advocate/advisor, we are not points of sale; we are the point of engagement; our organisation can help you anticipate, recognize& manage insurance needs and requirements at the lowest possible cost providing maximum coverage for the overall development of your organisation since our growth will be directly proportional to yours. We are not the conformist type we work closely with the clients using the domain experts and incisive technological understanding to create customised solution that brings measurable business benefits. We have built our services around our core strength & use in-depth knowledge and experience to help one benchmark against peers and mitigate exposures to your sector. Insurance Advisor virtually eliminates the need for the customer to keep track of their insurance program they offer a complete solution right from risk profiling to claims administration, which helps the client to concentrate on their business. We step in client's world with curiosity, not with doubts and judgments, do value base enrollment conversation.

  • General Insurance
  • Life Insurance
  • Wealth Management(MF)

india's largest mutual fund distribution platform

Established In
crore aua
nj partners
Lacs+ Customers