About Us

About Us

Welcome to the House of Gajraj

Gajraj Wealth is one stop destination for all sort of Your financial products & Services. Everything about your investment needs, be it elementary or intricate; is there with us! Be it a basic tax saving plans or an impeccably customized investment solution, we cater to your varied investment needs under one-roof.In an era of dynamic yet volatile financial Market, YOU need a Qualified and Unbiased professional to achieve YOUR short term and long-term financial goals. Our onboarded highly qualified professionals are CA / CS / IIM qualified with decade of Industry experience to serve you with complete TRUST and TRANSPERANCY.Dealing with someone’s finances can often be intimidating. Investing is no different. An information overload, transactional focus, peer advice and generalized recommendations often makes the task complex. Our group of CA/CS/IIM qualified experts provide you timely access to accurate market intelligence without any bias. This properly positioned and competent insight will make a huge difference to your portfolio.We offer technology-based services to YOU from very first day, so that you can seamlessly track your investment at your fingertips!

We Prioritize

We Strategize

We Actualize

Gajraj Wealth is the coming together of problem solvers, the game changers with a shared vision of democratizing financial services. Our onboarded highly qualified professionals are CA / CS / IIM qualified with decade of Industry experience to serve you with complete TRUST and TRANSPERANCY.

The noted business magnate and investor Warren Buffet once famously said “Never depend on single income. Make investment to create a second income source.”

Built on the bedrock of this mantra, we, at Gajraj Wealth Pvt. Ltd, offer financial solutions to augment our client’s wealth and facilitate creating a legacy.

We are a boutique investment management firm, irrespective of the size of our client’s investment size.

Vision

To build most admired customer centric Financial distribution company through continuous innovation, reliable quality services, best product range and to offer customers world class cost effective services.

To emerge as anperfect investment consultant by earning valuable customer loyalty through integrity, innovation and focused teamwork. We at Gajraj Wealth; believe in providing highly efficient and integrated financial planning solutions, customized to suit every individual’s needs and aspirations.
To help our customers achieve economic success and financial security by building enduring relationships based on trust and integrity

Mission

Our mission is to provide personal financial services of a superior quality to our clients. Our chief concern being ourclient’s financial well-being.
To have a positive impact on the lives of our clients by helping them achieve their goals and obtain peace of mind over their finances.We will achieve this by providing holistic financial planning and investment advisory services tailored to the specific needs of each client, based on their goals and values.

$
0
B
Assets Under Management
0
Office locations in US
1
0
Year founded company
0
Clients represented through our firm

Meet Financial Professional Advisor


Contact us

What We Do

Lorem ipsum dolor sit amet consectetur adipiscing, elit imperdiet  tempor  venenatis. Taciti  volutpat.


View All




Financial Planning

Lorem ipsum dolor sit amet consectetur adipiscing, elit





Retirement Planning

Lorem ipsum dolor sit amet consectetur adipiscing, elit





Insurance

Lorem ipsum dolor sit amet consectetur adipiscing, elit





Investment Management

Lorem ipsum dolor sit amet consectetur adipiscing, elit





Tax Planning

Lorem ipsum dolor sit amet consectetur adipiscing, elit





Business Planning

Lorem ipsum dolor sit amet consectetur adipiscing, elit

Meet our team




Tom Markowitz, PhD

Founder of Financ



Tom Markowitz, PhD

Founder of Financ

Lorem ipsum dolor sit amet consectetur adipiscing elit justo ad suscipit quisque imperdiet cursus, nisl maecenas ac laoreet etiam nunc mi facilisi morbi primis platea.




John Goines

President and Chief Executive



John Goines

President and Chief Executive

Lorem ipsum dolor sit amet consectetur adipiscing elit justo ad suscipit quisque imperdiet cursus, nisl maecenas ac laoreet etiam nunc mi facilisi morbi primis platea.




Randy Wacek

Investment Specialist



Randy Wacek

Investment Specialist

Lorem ipsum dolor sit amet consectetur adipiscing elit justo ad suscipit quisque imperdiet cursus, nisl maecenas ac laoreet etiam nunc mi facilisi morbi primis platea.




James Burton

Chief Marketing



James Burton

Chief Marketing

Lorem ipsum dolor sit amet consectetur adipiscing elit justo ad suscipit quisque imperdiet cursus, nisl maecenas ac laoreet etiam nunc mi facilisi morbi primis platea.




Michelle Brownstein

Chief Marketing



Michelle Brownstein

Chief Marketing

Lorem ipsum dolor sit amet consectetur adipiscing elit justo ad suscipit quisque imperdiet cursus, nisl maecenas ac laoreet etiam nunc mi facilisi morbi primis platea.




Brendan Erne

Chief Marketing



Brendan Erne

Chief Marketing

Lorem ipsum dolor sit amet consectetur adipiscing elit justo ad suscipit quisque imperdiet cursus, nisl maecenas ac laoreet etiam nunc mi facilisi morbi primis platea.




Mark Goines

Chief Marketing



Mark Goines

Chief Marketing

Lorem ipsum dolor sit amet consectetur adipiscing elit justo ad suscipit quisque imperdiet cursus, nisl maecenas ac laoreet etiam nunc mi facilisi morbi primis platea.




Luis Aguilar

Chief Marketing



Luis Aguilar

Chief Marketing

Lorem ipsum dolor sit amet consectetur adipiscing elit justo ad suscipit quisque imperdiet cursus, nisl maecenas ac laoreet etiam nunc mi facilisi morbi primis platea.

Request an Appointment

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.



Phone

+187-5840-8547




Location

Jl. Soekarno-hatta




Email

finance@mail.com




Open Hour

Mon – Sat, 08.00 – 16.00