WE DISTRIBUTE ALL FINANCIAL PRODUCTS, IN LINE WITH YOUR RISK PROFILE

WE MAKE SURE THAT YOU TAKE ADEQUATE LIFE AND HEALTH COVER TO PROTECT YOU AND YOUR FAMILY

TAX OPTIMISED REAL WEALTH THAT BEATS INFLATION THAT WHAT WERE AIMING AT FOR YOU

ABOUT US

I am an AMFI certified Mutual Fund Distributor Family ARN 81125 - I am also a qualified Insurance Advisor. Serving more than 150 clients for health , general & life insurance and for mutual fund…

we started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from 2018. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits.

read more

our services

Investment Portfolio

Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation

Insurance Portfolio

General Insurance or Non-life Insurance policies is a practical option for every person who would like to live a risk-free life

Retirement

Retirement planning continues to be an alien concept for a substantial number of individuals. There is much more to retirement than just lazing in an armchair or taking morning walks

Tax Fundamental

Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws

Mutual Fund

Mutual Fund investments can help in dealing with various financial needs like liquidity, growth and safety. We can assist you in choosing the right mutual fund plans for optimum growth.

PMS

Portfolio Management Service (PMS) is a tailor made professional service offered to cater the investments objective of different investor classes

Financial Calculators

online mutual fund investment platform

Secure your future through systematic investment

Select your goal and calculate how much you need
to invest!

SIP Wealth creation
Child Education
childrens Marriage

OUR HAPPY CLIENTS

I really appreciate the service and support provided by Jignesh & Needz consultancy. He is really a gem in his work and always available to help you out with complex taxation. I have been associated with him with more than 10 years now

image

Amar Vora

Vice President at -
Motilal Oswal Financial Services Limited

I have been associated with Jignesh for over 35 years of trust and relationship (trust comes first here). He has a knack of providing me fit for purpose and sustainable investment guidance without getting into unnecessary marketing talk. Very pragmatic, proactive and a good listener. Over the years of his growth as a professional, he has adapted very well to regulatory and investment class changes, and keeps himself well paced with the past-present-future. I have enjoyed working with him and would recommend strongly.

image

Viral Dave

Senior Finance Leader with a Global Energy Conglomerate

"I highly recommend Needz Consultancy to anyone looking for a professional, efficient and innovative partner. From my experience working with them, they have exceeded my expectations in terms of approachability, reliability and trustworthiness. The implementation of technology in their systems and processes has made everything much simpler and quicker, showcasing their expertise and commitment to excellence. I am truly impressed with their services and would not hesitate to work with them again in the future."

image

Biren Mewada

GI outsourcing Manager