Every financial need, expertly handled.
A complete suite of services spanning Ajun Financial Service's trusted advisory and Financial Growth's specialised, expert-driven solutions.
Trusted core advisory services.
The proven foundation — six years of personalised financial advisory across investments, retirement, insurance, and tax.
Investment Planning
Goal-based investment strategies across mutual funds, equity, debt, and ETFs — built around your…
Read moreMutual Fund Portfolio
Hand-picked mutual fund baskets across equity, debt, and hybrid categories — rebalanced quarterly…
Read moreSIP Planning & Management
Set up, monitor, and adjust systematic investment plans across mutual funds — disciplined…
Read moreRetirement Planning
A clear retirement corpus plan — EPF, NPS, pension products, and equity SIPs — sized to your…
Read moreTax Planning
Optimise Sections 80C / 80D, capital gains, and old-vs-new regime choices — year-round tax…
Read moreHealth Insurance Advisory
Right-sized health cover for you and your family — including critical illness and top-up plans —…
Read moreTerm Life Insurance
Pure protection plans that secure your family's financial future at the lowest possible cost — with…
Read moreProperty Insurance
Comprehensive cover for your home, office, and commercial property — protecting bricks, fittings…
Read moreShop Insurance
ExploreVehicle Insurance
Right-sized motor insurance — comprehensive, third-party, and zero-depreciation policies — chosen…
Read moreChildren's Future Planning
Dedicated savings plans for your child's education, marriage, and first home — built around…
Read moreWill & Nomination Advisory
Guidance on writing a clear will, structuring nominations, and making sure your wealth reaches the…
Read moreEmergency Fund Planning
Build and park a 6–12 month emergency fund in the right liquid instruments — instant access when…
Read moreModern services for a smarter future.
Built on Ajun's six-year foundation — these advanced services bring digital tools, deeper analytics, and faster support to your financial journey.
Alternative Investments
Access to AIFs, REITs, InvITs, gold ETFs, and private-market opportunities — typically reserved for…
Read moreESG & Sustainable Investing
Build a portfolio that performs financially while reflecting your values — environmental, social…
Read moreGlobal Portfolio Management
International diversification through US, EU, and emerging-market funds — with full RBI / LRS…
Read moreFamily Office Services
Consolidated wealth advisory for ultra-HNI families — investments, tax, succession, and household…
Read morePre-IPO & Unlisted Equity
Curated access to vetted pre-IPO and unlisted-share opportunities, with rigorous due-diligence and…
Read moreCrypto & Digital Asset Advisory
Sensible exposure to regulated digital assets — strategy, tax treatment, custody, and exit planning…
Read moreTell us your goals — we'll match you to the right service.
One free, 30-minute conversation. No commitment. Just clarity on what fits your life.