Ramesh Chavan From Pune
Ramesh Chavan’s journey in financial services reflects persistence, learning, and adaptability. He began his career in 1997 as an LIC agent in Pune, gaining early exposure to client relationships. In 2008, he entered the mutual fund space through NJ Wealth, but the global financial crisis saw his initial ₹25 lakh portfolio drop to nearly ₹12 lakh, leading him to pause his efforts.
A turning point came in 2012 when he pursued the Certified Financial Planner (CFP) course, strengthening his understanding of investments and wealth facilitation. Rejoining NJ Wealth in 2013 with ₹65 lakh AUM, he steadily rebuilt his practice.
Today, Chavan has mobilised around ₹120 crore in AUM and an SIP book of ₹80 lakh, serving 400 – 450 families across India. Backed by NJ Wealth’s technology and support, he now aims to scale his practice to a ₹500 crore AUM while continuing to help families achieve long-term financial security.
Vijay Shejwal From Pune
Vijay Shejwal’s journey reflects resilience, trust, and long-term commitment to clients. After completing his BSc and DBM, he began his career with Wipro in sales before moving to Pune. A personal loss led him to leave corporate life and enter financial services in the mid-1990s through the insurance sector.
In 2006, he discovered NJ Wealth through a client and expanded into mutual fund distribution. Alongside his wife, he founded Rainbow Investments, building a family-led practice. The early years required educating investors about mutual funds and SIPs, especially during the 2008 financial crisis.
Through consistent service and strong relationships, the business grew steadily. Today, Vijay Shejwal mobilises over ₹106 crore in AUM, serving nearly 1,000 clients with a monthly SIP book of ₹96 lakh.
With his wife and son now actively involved, he continues to focus on disciplined investing and long-term wealth accumulation.
Priya Pathak From Pune
Priya Pathak’s journey reflects the power of continuous learning and perseverance. A microbiology graduate, she began her career in back-office operations at a housing finance company before taking a break to focus on her family after moving to Pune.
Her entry into financial services came in 2010 through the insurance sector. As she gained industry exposure, she developed a deeper understanding of financial products and investor needs. Recognising the long-term potential of mutual funds, she cleared the NISM certification in 2013 and transitioned into financial services.
A key turning point came when she joined NJ Wealth in 2013, drawn by its technology-driven platform and strong partner ecosystem. Over the years, she steadily built her practice through disciplined investing and consistent client engagement.
Today, Priya has mobilised over ₹115 crore in AUM, serving 600+ clients across India and abroad, with a focus on long-term wealth accumulation.
Vasant Kute From Pune
Vasant Kute’s journey highlights how experience and the right platform can drive success in financial services. With a strong banking background at Cosmos Bank and Saraswat Bank, where he served as Branch Head and Senior Manager, he built deep expertise in customer engagement and financial products.
In 2018, he transitioned from banking to entrepreneurship by joining NJ Wealth. This decision marked a turning point in his career. Through consistent efforts and a focus on investor education, he steadily expanded his practice.
Today, Vasant Kute mobilises over ₹140 crore in AUM, serving more than 2,000 clients across India. A large portion of his client base is digitally connected, reflecting his ability to leverage technology effectively.
He actively conducts investor awareness sessions, helping clients understand key financial concepts and long-term investing. Backed by NJ Wealth’s strong technology and support ecosystem, he continues to scale his practice and empower investors to achieve their financial objectives.
