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Neha Financial Solutions
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  • Why plan financially?
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    • Investment Services
    • Life Insurance
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  • About Us
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  • More
    • Home
    • Why plan financially?
    • Services
      • Investment Services
      • Life Insurance
      • General Insurance
      • Employee Insurance
      • Financial Planning
    • Our Clients
      • Client Portal
      • Clients Served
      • Insurance Forms
      • Online Customer Services
    • About Us
    • Trivia
Neha Financial Solutions
  • Home
  • Why plan financially?
  • Services
    • Investment Services
    • Life Insurance
    • General Insurance
    • Employee Insurance
    • Financial Planning
  • Our Clients
    • Client Portal
    • Clients Served
    • Insurance Forms
    • Online Customer Services
  • About Us
  • Trivia

Welcome

We simplify your financial journey with a full range of investment, retirement, and lending solutions—backed by expert guidance and seamless digital access.

Find out more

About Us

Investment Solutions

Wealth Preservation & Alternatives

Wealth Preservation & Alternatives

  1. Mutual Funds
  2. Portfolio Management Services (PMS)
  3. Equities & ETFs

Wealth Preservation & Alternatives

Wealth Preservation & Alternatives

Wealth Preservation & Alternatives

  1. Sovereign Gold Bonds (SGBs) 
  2. National Pension System (NPS)
     

Credit & Liquidity Services

Wealth Preservation & Alternatives

Credit & Liquidity Services

 Leverage your existing portfolio to unlock liquidity through our Loan Against Securities facility. With a seamless digital experience and partnerships with trusted NBFCs, we help you meet short-term needs while keeping your investments intact.

Technology & Portfolio Tools

Wealth Preservation & Alternatives

Credit & Liquidity Services

  1. NJ E-Wealth Account 
  2. Client Desk
  3. MARS (Mutual Funds Automated Portfolio Rebalancing System)
     

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