About Us
When I first became an entrepreneur, in May 2003, I was a Insurance Advisor. I could make my own hours, determine my own success. But as a one man business, I had limited potential to grow.
No matter how smart, talented, driven and passionate you are, your success as an entrepreneur depends on your ability to build and inspire a team. A successful leader is one who can spur his team members to work well together towards a common goal.
We, NM FINANCIAL SERVICES, believe in team work, whatever we achieved that’s the result of the tireless efforts, hard work and dedication of our wonderful team.
Our Founder
NM FINANCIAL SERVICES, was started as an distribution firm in the year 2003, by Mr Sanjay Ladha. The initial thought was to cover and protect the families by giving them life insurance.
Then took a step ahead in helping clients with wealth creation solutions by offering different investment products as per client´s risk, appetite and Goals.
Sanjay Ladha is a Commerce Graduate, from Mumbai University.
Our Values
Our Mission
Our Vision
Our Philosophy
Our Approach
Our Mission
OUR MISSION is empowering our clients to reach their definition of success. To grow with our clients by helping them in their journey of wealth creation. We truly believe that wealth can be created by investing in businesses.
In India, people work hard, earns a lot and saves a lot but ends up living poor. This happens due to lack of awareness on investment products which create wealth in long term.
Our Vision
OUR VISION is to spread Financial Literacy among young generation by conducting workshops in offices, factories, colleges etc.
Investing regularly in good businesses with the help of professionals, creates good amount of wealth. Although when we stop earning, we are able to live a good quality life, beat inflation and also help the needy people of society.
Our Philosophy
OUR PHILOSOPHY that one size rarely fits all. Every client has specific goals, requirements and aspirations. At NM FINANCIAL SERVICES, we are dedicated to listen our clients in order to truly understand their unique circumstances and their definition of success.
Our Approach
OUR APPROACH is that all successful outcomes start with a plan.
Managing wealth can be a complex process including many variables that influence the ability to preserve and grow assets.
Emotional relationships with money, family dynamics and social influences contribute to financial decisions. Unique goals, cash flow needs and comfort with risk shape the investment process. Taxes, legal questions and the investment environment create additional restrictions.
The NM FINANCIAL SERVICES team works with each client to understand what they have, what they need and what they want to achieve. We establish an investment plan designed to accomplish their goals.