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NAV FINANCIAL was established in 2014 by Mr. Ajeet Singh Tomar, having around 11 years of experience in mutual fund industry. Ajeet Tomar Started his career with Franklin Templeton Mutual fund in 2003 also worked with JM Financial for around six years. The growing needs of advisory services and encouragement of the existing clients, created the space for expansion. NAV FINANCIAL is running with a vision to create a globally trusted, first choice brand in financial services domain in the client's mind. NAV FINANCIAL aims at providing the best financial solutions to its clients in India & abroad. Various services provided by NAV FINANCIAL to its clients include Wealth Management, Insurance (Health, General & Life) , & Mutual Fund advisory.
NAV FINANCIAL is catering to High networth individuals as well as retail clients across various asset classes. The flagship product offered by the company is Model Portfolio - the Portfolio Advisory Services. The risk level of the client is ascertained and a customized portfolio is developed, keeping in view the specific needs of the client.
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