Anjali Investments L.L.C
Investment advisory and distribution firm (est. 1997) providing mutual fund advisory and distribution, online SIP initiation and management, goal-based financial planning tools, and insurance advisory. Reports assets under management of more than Rs.325 Crores and publishes web-based planning tools, calculators, fund information pages and downloadable client documents.
Industries
N/A
Nr. of Employees
small (1-50)
Patents
Minimally invasive posterior cervical facet arthrodesis shim implant and tools therefor
US-12150862-B2
View DetailsMinimally invasive posterior cervical facet arthrodesis shim implant and tools therefor
US-11583408-B2
View Details
Minimally invasive posterior cervical facet arthrodesis shim implant and tools therefor
US-12150862-B2
View DetailsMinimally invasive posterior cervical facet arthrodesis shim implant and tools therefor
US-11583408-B2
View DetailsServices
Advisory services for selecting and investing in mutual funds, supported by curated recommendations and fund performance information.
Immediate online initiation and centralized management of systematic investment plans via a client login portal.
Goal-based financial planning services supported by web calculators for retirement, child education and other life goals.
Advisory information and calculation tools for life and general insurance products.
Provision and handling of onboarding and KYC documentation with downloadable forms and advisor assistance.
Provision of fund snapshots, NFO details, gainers/losers lists and dividend information to support investment decisions.
Advisory services for selecting and investing in mutual funds, supported by curated recommendations and fund performance information.
Immediate online initiation and centralized management of systematic investment plans via a client login portal.
Goal-based financial planning services supported by web calculators for retirement, child education and other life goals.
Advisory information and calculation tools for life and general insurance products.
Provision and handling of onboarding and KYC documentation with downloadable forms and advisor assistance.
Provision of fund snapshots, NFO details, gainers/losers lists and dividend information to support investment decisions.
Expertise Areas
- Mutual fund advisory and distribution
- SIP account initiation and management
- Goal-based financial planning
- Life and general insurance advisory
Key Technologies
- Web-based financial calculators
- Online account and transaction portals
- Risk-profiling questionnaires and suitability algorithms
- Market data aggregation and presentation
News & Updates
Company established in 1997; founder identified as Sajal Roy (ICWAI, MBA(F)).
Reports Asset Under Management of more than Rs.325 Crores.
States receipt of various awards from different asset management companies over the years.
Company established in 1997; founder identified as Sajal Roy (ICWAI, MBA(F)).
Reports Asset Under Management of more than Rs.325 Crores.
States receipt of various awards from different asset management companies over the years.