2020
AUM
In 2020 crossed 100 cr AUM
2020
2018
AUM
We reached 80 Crs AuA
We crossed a benckmark of 80 Crs of MF AuA
We crossed a benckmark of 80 Crs of MF AuA
2016
AUM
PBC Award for 10 years STRATEGIES Wealth Advisors was awarded with "10 Consecutive NJ PBC Participation" at 10th NJ Partner Business Convention held at Delhi in 2016
2016
2015
MF AuA Crosses 50 Crores
By exploiting our visionary ideas, managerial tactics, world class technology and expertise knowledge to reach across the common man, aided by extensive infrastructure, state of the art technology, internet and communication facilities we crossed a whopping 50 Crs of MF AuA.
2014
Crossed 2000 Clients
With good service, quality advise & with reference from our existing clients we reached 2000 clients mark
2014
2008
We entered into REAL ESTATES
Along with NJ Realty & with support of our clients & their requirement, we started a new division of REAL ESTATES under the leadership of Mr. Dhanvin Khatri
2007
We crossed 1,000 Clients
Meeting, serving more and more clients is trully an exciting and fulfilling experience. Today we have our 1,000 client! Thank you for trusting us with some of your most important financial decisions!!
2007
2006
MF AuA Crosses 10 Crores
It was a matter of pride for us that our mutual funds assets under advice crossed 10 crores! A big thank you to all our clients for reposing their trust in us.
2003
Association with NJ WEALTH
With our aim to empower the investor, so that they can make better investment decisions through quality advice and superior service, with joined NJ Wealth as a PARTNER for distribution of Financial Products.
2003
2002
Birth of STRATEGIES
We started our journey in late 2002, with a small Office in the heart of Surat city's business hub - "Ring Road"... with great passion to make a change in people's lives
