Manmohan Passi

Why MJ Wealth

At MJ Wealth “Amfi – Registered Mutual Fund Distributor”, we adopt a structured and disciplined investment approach and provide you portfolio which meets your desired financial goals and Important Life milestones.
At  MJ Wealth “Amfi – Registered Mutual Fund Distributor”, we offer you a complete range of Financial Products and investments to all your Financial Needs and requirements that complement our investment services. The range includes a combination of best of breed proprietary (PMS) and non proprietary (3rd party) products. The approach is to recommend you product within your overall asset allocation in an unbiased manner after evaluating all the options available in the market. Wealth Guru aspires to be the first choice for affluent Indians when it comes to Planning their Portfolio and Investments.
Give us an Opportunity to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals according to your specific needs and comfort levels. Our estate planning, insurance, and wealth management expertise will put you in the best position to succeed while allowing you to maximize your time devoted to focusing on the pursuits that are most important to you.
Explore the comprehensive array of investments services, programs, and products we offer designed to support optimal wealth creation and protection. To plan for the distribution of assets, it is important to develop and adhere to a thorough, well-thought-out plan. What will be given, to whom, and when should be planned well ahead of time to ensure the protection of the estate and, therefore, of successive generations. It is critical to have the support and dedication of your highly-skilled team at  MJ Wealth “Amfi – Registered Mutual Fund Distributor”, to plan to use the most appropriate protection and transference vehicles to ensure that your estate is prepared for distribution with optimal protection and efficiency.
At  MJ Wealth “Amfi – Registered Mutual Fund Distributor” we believe in an Ideal Mix of Aggression and Ethics and we try to simplify the Investment matrix. Our Advisers always try to communicate in a way to make investments and Wealth Creation simpler and easy to understand and make it a pleasant experience for all our clients. We use all modern State-Of-The-Art techniques for Portfolio Management and our Advisory Services Blended with ethics, Care and Service.
At MJ Wealth “Amfi – Registered Mutual Fund Distributor” we have more than 20 years of total Cumulative work experience of the financial industry.
We have many rewards and Recognition to our credit but the biggest one we cherish is the trust and loyalty we have from our clients and we are obliged to all our clients and associates for showing their never ending love and trust on us.

Advisory Committee Members

Pratibha Jain,B.Tech, M.Sc., MBA

Vice Chairperson & CEO at Unfold Consultancy Pvt Ltd.

She has 16 year experience in the field of Process Management, Business Development, Portfolio Management, Investment advisory, Risk Management, Insurance Planning, Income Tax and Estate Planning including Will Preparation. She is a graduate from SMC college, AAU, Anand and done her post-graduation in Total Quality management. She is an MBA from IMT, Ghaziabad.  She has Certifications with National Institute of Securities Market (NISM) and Direct Life & General Insurance Broker and Licentiate certification from Indian Institute of Insurance (III). She is an ISO 9001, 14000 expert.

Her strategic thinking and clear approach helps clients to optimize their operational and business potential creating enduring relationship with clients.She is passionate about people and being involved in assisting them achieve their goals and objectives. Delivering great advice doesn’t happen by accident. Unfold team is committed to doing all they can to help clients realize their goals and they do this by implementing processes that consistently deliver great experiences.

Sushil Jain,

 CFP, MBA, FIII,JIIB

He is a management consultant with 22 years of experience in the field of company formation, Taxation, Investment advisory, financial planning, Family office, Tele Investment, Client acquisition and retention. He has specialization in Management consulting and process management, wealth management & financial planning. He is the member of Indian Institute of Banking, Financial Planning Standards Board India, Insurance Institute of India, Income tax Bar Association. He is Bachelor of Commerce (Hons.) and has Management Accounting and Taxation degree.”

His vision is to help families to become financial independent from generations to generations. He is an expert in providing guidance over Creating wealth, protecting it and generating wealth from wealth. He helps families/individuals in maintaining, growing and transferring wealth to next generations. He believes in working with the clients in chasing Client’s dreams and goals by taking care of each and every penny of clients so as to secure client’s present and future.