Across Mumbai and Maharashtra, four professionals have transformed their careers and built successful businesses with NJ Wealth through determination, client trust, continuous learning, and disciplined execution. Surendra Chaurasiya, Jagdish Shanbhag, Vinod Shirsekar, and Farhad Mogal come from diverse professional backgrounds, including banking, IT, insurance, and corporate finance. Yet, their journeys share a common thread; the courage to embrace change and the commitment to helping families achieve their financial objectives. From building their businesses in modest offices to handling substantial AUMs and SIP books, each has grown by combining personal effort with NJ Wealth’s technology, research, training, mentorship, and support ecosystem. Their stories demonstrate how the right guidance, a client first approach, and long term commitment can turn professional transitions into meaningful journeys of growth while creating lasting value for thousands of families.
One Introduction That Rewrote Surendra Chaurasiya's Career with NJ Wealth
When Surendra Chaurasiya left his eight-year career as a Privilege Wealth Manager at Kotak Mahindra Bank in 2016, he entered unfamiliar territory. Introduced to NJ Wealth by a mentor, he had little knowledge of mutual funds but determination to build something of his vision. With mentorship, learning, and NJ Wealth’s support ecosystem, he transformed uncertainty into a success story.
Today, Surendra has mobilised Assets Under Management (AUM) of over ₹127 crore, serves 1,350 clients, and has an SIP book of ₹1.38 crore. His journey reflects effort and engagement.
The years were challenging. After completing NISM certification, he worked part-time before going full-time, using cold calls, client meetings, and investor education sessions to build trust.
NJ Wealth’s technology, training, Saturday School sessions, investor awareness initiatives, and mentorship strengthened his knowledge and service. Today, he leads a nine-member team and helps families pursue home ownership, children’s education, and retirement needs.
How Jagdish Shanbhag Turned Financial Guidance into a 100 ₹ Crore Enterprise with NJ Wealth
Building a business requires conviction, patience, and courage to embrace change. For Jagdish Shanbhag, an IT professional from Virar, Maharashtra, that decision transformed his career from software testing into becoming a trusted Mutual Fund Distributor. His journey reflects vision, discipline, and the right partner.
Today, Jagdish has mobilised nearly ₹100 crore in assets with a monthly SIP book of approximately ₹1 crore. His growth is reflected in his client base and new 1,200 sq. ft. office, replacing the 200 sq. ft. space where he began. NJ Wealth supported this transformation through technology, research, investment tools, and business guidance.
After working in IT, Jagdish chose entrepreneurship and began with life insurance advisory before joining NJ Wealth in 2013. He credits NJ Wealth’s client platforms, need-mapping tools, portfolio tracking, and recommendations for improving customer experience. Jagdish believes discipline, honesty, consistency, and client trust are the foundations of lasting success.
Building a Future with NJ Wealth Where Every Family Can Invest with Confidence
Success in wealth building is earned through trust, consistency, and commitment. Mutual Fund Distributor Vinod Shirsekar began his career in life insurance in 2003 and joined NJ Wealth in 2012, accelerating his business growth and client service.
Today, Vinod has mobilised AUM of over ₹230 crore and a monthly SIP book of nearly ₹2.33 Cr. from an 80 sq. ft. office, he has built business with a dedicated team. He credits NJ Wealth’s technology, research, transparency, and operational support for helping him serve clients efficiently.
Vinod has witnessed growing investor awareness. Using NJ Wealth’s platforms, portfolio tracking, assessment tools, and recommendations, he provides greater transparency and confidence.
His satisfaction comes from helping families achieve objectives including education, weddings, homes, and retirement. “Our role is not just to recommend investments, but to guide families,” he says.
Looking ahead, Vinod aims to mentor Mutual Fund Distributors and transform lives through disciplined investing.
From Prudential to NJ Wealth: Farhad Mogal’s Inspiring Career Transformation
Leaving a secure corporate career for financial entrepreneurship transformed Farhad Mogal’s professional journey. Today, as an NJ Wealth partner, he facilitates ₹280 crore in AUM, manages a monthly SIP book of ₹1.45 crore, and serves 380 families across India and overseas.
A commerce graduate, Farhad began with Prudential PLC in 2003, handling UK pensions and annuities. He later pursued a postgraduate diploma in financial planning and worked with Lehman Brothers and Nomura. In 2011, meeting Marzi Kerawala, a partner of NJ Wealth, he got inspired to explore mutual fund distribution. He initially worked part-time before resigning from Nomura in 2014 due to a conflict-of-interest clause, supported by his wife.
Farhad takes pride in supporting families during crises, having settled 35–40 health and life insurance claims. He educates clients about long-term financial strategies and staying calm during market volatility.
He credits NJ Wealth’s technology, training, strategies, and continuous guidance for his growth, calling the profession noble and fulfilling.
