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About Us

NIKHIL JADHAV- A WORD FROM COMPANY OWNER



I started my insurance career with very small step. Getting into the insurance sector i knew was a big responsibility. But i knew that with my hard work i would be able to make a difference in the lives of all my clients. Through the love & respect of all my well wishers. today i am glad to mention that i have achieved the covered MDRT title. I am a Financial Planning Professional, I have over 16 years of experience of working in the Finance Industry. I understand the exact requirements of clients and provide them with Honest and Practical Financial Planning solutions and that has made me one of the most preferred Financial Professional in Mumbai. I am a Qualified Personal Finance Professional.

I am currently the Head of Anaya Investments and look after the Sales and Marketing aspect of the business. I try to bring to the table from my past employment at Investors Services India Ltd & Relax With Tax Office rich experience in Team Building and Management as well as Client Acquisition. Sticking to the basics and satisfying the needs of clients has led to superior and consistent returns for Anaya Investments Clients. For the past few years, I have been focused on growing and retaining the Clientele at healthy pace.

I also have an intense passion for Cricket & Pranic Healing. When not working, you can find me exploring Cricket Matches & Doing Pranic Healing Practice & doing Social Work through Pranic Healing.

In this cut-throat competition, it is a big challenge to make a place for yourself and even more tougher to have an identity that is unique to its own. In such a situation, it gets harder to retain the existing customers and expand the opportunities of doing more business with them. Needless to say, retaining customers is a bigger challenge than acquiring new ones. In this cut-throat competition, it is a big challenge to make a place for yourself and even more tougher to have an identity that is unique to its own.

We are on mission to help millions of people for their financial planning to achieve their financial goals and enjoy prosperous life. We would like to take this opportunity to introduce ourselves, our company and our Unique Flexible Financial Solutions to you. We are among the top few Financial Planners in Mumbai and have been consistent performers over the last 16 years. We are currently servicing over 600 clients, whom we take immense pride in and which is a testimonial of our focused and professional services which we have been able to provide from the time we have been an integral part of this industry.

Vision Statement:

Our vision is to be a trusted partner for our clients and to provide professional & personalized Goal-Based Solutions & Investment solutions to grow, protect & maximize our clients wealth over time.

Mission Statement:
Our mission is to provide our clients with innovative, value-added Goal-Based Solutions and investment management services that help them achieve their goals and aspirations. We endeavour to exceed our clients expectations. We value long-term relationships founded on integrity, open communication and trust. Our role is to help our clients make smart, well informed decisions about their financial lives - providing them with greater financial independence and security

Objective:
We look at the ‘big picture’ and manage your wealth beyond just your investment objectives. By building a relationship with you we come to understand your motivations and long-term aims – both financial and lifestyle – to ensure every action we take is in your best interests.

Our Values:

  • Client focused - Our firm was built on serving and satisfying clients, and meeting our clients needs is always our 1st Priority.
  • We listen. We weigh all sides. We are prudent.
  • We are honest, ethical and straight-forward.
  • We think for the long term and engage in thoughtful decision making.
  • We do the right thing and act with integrity and put our clients first.
  • Demonstrate absolute transparency at all times.
  • Always place the best interest of our clients first in all investment recommendations.
  • We make the extra effort, practice continuous improvement, and stay flexible to adapt to changing circumstances.
  • We work together to achieve common goals. Also we show respect and humility towards each other and our clients. We believe in creating a supportive work environment that fosters teamwork and effective communication.



As our client, we will adhere to the following commitments:

  • We will always put your best interests first.
  • We will consult with you, not try to “sell” you.
  • We will strive to accumulate, protect, and preserve your wealth.
  • Your needs will be assessed thoroughly.
  • We will always provide accurate and timely information.
  • We will strive to provide you a level of service that will exceed your greatest expectations.
  • Our relationship will always remain strictly confidential.
  • We will work with you to create long term financial solutions for you and your family.



Our expertise:
We would like to take this opportunity to introduce ourselves, our company and our Unique Flexible Financial Solutions to you. We are among the top few Financial Planners in Mumbai and have been consistent performers over the last 16 years. We are currently servicing over 600 clients, whom we take immense pride in and which is a testimonial of our focused and professional services which we have been able to provide from the time we have been an integral part of this industry.

We have an exclusive range of customized products & Solutions which are considered as perfectly suitable to their needs by many of our existing clients. The products are highly recommended for Individual Financial planning, Savings Solutions, Retirement Solutions, Low Cost Insurance Covers (Term Covers), Tax Planning, Equity Linked Investment solutions, Medical Insurance and it has been our endeavour to provide precise and holistic financial solutions to each individual based on their life goals and savings capabilities.

Our USP are, Goal Based planning, Stable Corpus Creation, Sustainable retirement planning, robust saving strategies, Innovative Products, Value Added Services, and 100% Claim Settlement ratio with a record Average TAT of 4 days. These products & concepts offer total flexibility and liquidity at the customer’s discretion as we can customize it accurately to fulfil your specific requirements.

Our Process:
1.Discovery meeting (At this initial meeting, we discuss your current financial situation, your specific goals and any challenges you may face as you work toward those goals.)

2.Analyze current financial situation

3.Prepare your comprehensive financial plan

4.Develop your portfolio

5.Present recommendations

6.Review, update and monitor

In an era of constant changing and volatile financial Market, Investors need a Qualified / Trained and unbiased professional to help them in achieving their short term and long-term financial goals and aspirations.

Anaya Investments is a company providing a unique blend of financial solutions to protect the future of our clients. We offer a wide range of financial, insurance and investment services to help you. But our role is different from others, unlike other organizations, we offer need-based solutions based on the goals and risk profile of our clients.

AWARDS

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