Our Story
We as Financial Freedom E-Wealth Management Services incorporated in the year 2014 and at present have 3000+ satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Managers, Mutual funds, and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India).
We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy secure retirement life.
Our core purpose is to provide fast-track financial solutions & thereby make people enjoy secure retirement life.
Skill Strength
Why Us
Team Member
Financial Services Professional | 19+ Years of Experience
A seasoned Financial Services Professional with 19+ years of experience across Insurance, Mutual Funds and Equity Markets.
Core Expertise:
- Life & Health Insurance – Comprehensive risk protection and insurance solutions
- Mutual Funds & Equity Markets – Investment advisory and wealth creation strategies
- Equity Market Experience – Active market expertise since 2008
- NISM Certified Professional – Certified in financial market and investment-related domains
Focused on helping clients make informed financial decisions, build long-term wealth and achieve their financial goals through disciplined and research-driven investment strategies.
Finance and investment professional with 4+ years of experience across banking, investment operations, equity markets, and mutual funds.
Education - B.Tech – Agricultural Engineering
Professional Experience
- NJ Group – Relationship Manager (Current | 2+ Years)
Financial Freedom (NJ Wealth Partner), with experience in client relationship management, back-office operations, equity market activities, and mutual fund operations.
- HDFC Bank – BDR, Loan Against Securities (2 Years)
Experience in customer relationship management, business development, and Loan Against Securities (LAS) products.
Core Expertise
Relationship Management | Investment Operations | Mutual Funds | Equity Markets | Banking & Financial Services | Client Support
Contact No. - 7880007130
Financial Services Professional | 15+ Years of Experience
A seasoned Financial Services Professional with 15+ years of experience across Insurance, Mutual Funds and Equity Markets.
Core Expertise:
- Life & Health Insurance – Comprehensive risk protection and insurance solutions
- Mutual Funds & Equity Markets – Investment advisory and wealth creation strategies
- Equity Market Experience – Active market expertise since 2017
- NISM Certified Professional – Certified in financial market and investment-related domains
Focused on helping clients make informed financial decisions, build long-term wealth and achieve their financial goals through disciplined and research-driven investment strategies.
Contact No. - 7880007120
Finance and investment professional with 5+ years of experience across banking, investment operations, equity markets, and mutual funds.
Professional Experience
- NJ Group – CustomerRelationship Manager (Current | 5+ Years)
Financial Freedom (NJ Wealth Partner), with experience in client relationship management, back-office operations, equity market activities, and mutual fund operations.
Core Expertise
Relationship Management | Investment Operations | Mutual Funds | Equity Markets | Banking & Financial Services | Client Support
Contact No. - 7000280077
Priyanka Jain is an M.Com. qualified HR & Administration professional with 15+ years of experience in the financial industry.
She has extensive experience in leading HR operations, recruitment, employee engagement, performance management, HR policies, compliance, and administration.
She brings strong expertise in people management, organizational development, and business operations, with a proven ability to build efficient teams and support organizational growth.