Company

Balaji Wealth (CPM) PVT. LTD is a hub of all financial services, well reputed and renowned financial service provider in Haryana.
Mr. Vinay goel is the founder of BALAJI GROUP.
Now his son Mr. Anshul goel has also joined him in business. We are serving more than 8000 clients and help them growing their wealth. We serve our clients according to their needs and showing them the best possible way to achieve their goals on time. We believe in quality service and advice based on our experts experiences.
And we believe that person should go with better advice rather than service fees charged because less fees can’t take you to higher returns but better advice can.
We are the fastest growing organisation of Haryana in mutual funds which is effectively managed by Mrs. Anchal and after many ups and downs throughout whole journey of stock market SINCE 1990, we strongly believe that an individual (not having experience) can protect their capital and earn higher returns by staying invested for long term (minimum 4-5 years) .

Industry Specialists

  • Fastest growing wealth managers in state
  • 30years of experience in the market
  • More than 8000 customer base
  • All advanced technology related to investment & trading in stock market or investments in mutual funds.
  • All products advised by us are analyzed and tested by us
  • Highly skilled dedicated advisors and Call & Trade desk
  • Provides one of the fastest trading platform

We serve in these all products :)

  • Shares investment and trading online/offline –NSE/BSE, F&O, COMMODITY, CURRENCY
  • MUTUAL FUNDS/SIP- Equities, equity linked saving schemes(elss) , debt, liquid
  • Portfolio management services (PMS)
  • Debentures, bonds, FD’s
  • Wealth planning & management
  • Life insurance
  • Health insurance, vehicle insurance
  • Robotic advisory and investment
Login / Trade

Specialities

Share Investment

We provide high quality services of trading through various platforms i.e. through calling to our dealer, on mobile app, computer trading software of “MOTILAL OSWAL” Who is a leading broker of industry.

Insurance

Insurance refers to a contract in which one party, i.e. Insurance Company or the insurer, agrees to give the loss or damage sustained to another party, i.e. the insured, by paying a definite amount.

Portfolio Management Services

PMS(Portfolio Managemet services) are the services given by the brokers with highly qualified team. They buy/sell funds and manage clients portfolio of shares followed by their studies, analysis.

Mutual Funds

A Mutual Fund is a fund that collects money from Investors & invests across different asset classes. In simpler terms, Mutual funds are like baskets. Each basket holds certain types of Stocks/Bonds.

Facts

This is an optional description which can be used to describe specific sections of your website.

Customers

Daily Visitors

Team Members

Locations

Currencies

Trades

Industry Specialists

  • Fastest growing wealth managers in state
  • 30years of experience in the market
  • More than 7000 customer base
  • All upgraded technology related to investment & trading in stock market or investments in mutual funds.
  • All products advised by us are analyzed and tested by us.
  • Highly skilled dedicated advisors and Call & Trade desk
  • Provides one of the fastest trading platform.