Neeraj Investment is a niche, professionally managed & investor centric financial planning & investment advisory firm started by Mr.Neeraj Gupta [Bcom, MBA (Finance)AMFI certified, IRDA certified, MDRT club member] a certified Investment Planner from Bhopal, Madhya Pradesh.

Neeraj Investment acts with an extremely strong focus on client relationship. The team at  Neeraj Investment has 15 years of total proven track record in which last 10 years in Financial Planning, HNI & NRI Services, Equity Advisory, Investment Advisory and previous 10 years in Accounts, Taxation and Sales & Marketing domain and brings with it strong research and investment advisory capabilities keeping in mind the regulatory framework and the volatility in the investment climate. We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable. We are a privately owned company and therefore core decisions regarding our processes and practices start at grassroots, ensuring all angles are covered in the decision making process. It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients. In the true spirit of our commitment, we conduct open discussions to seek first to understand what is important to the client and then to be understood when finding solutions to their financial position. Irrespective of which services you choose, we will be committed to provide you quality service over the long term. Client Loyalty is extremely important to us as most of the client relationships we have are only by invitation and we do not indulge in any mass marketing strategies.