About Us
"Simplifying Investments, Simplifying Lives"
At AJ Funds Pro, we understand that each person's financial journey is unique. Therefore, we tailor our solutions to meet your specific needs, ambitions, and circumstances. Whether you're an individual looking to build a robust investment portfolio, plan for retirement, or protect your family's future, or a business owner seeking to optimize financial strategies and employee benefits, we have the expertise to guide you every step of the way
AJ Funds Pro has established itself as a preferred organisation known for simplifying finances for over 1500+ Clients. Our unwavering commitment to excellence and client-centric approach have earned us the trust of countless individuals and businesses seeking to secure their future. The Team at AJ Funds Pro has a combined experience of 50+ Years in managing investments.
We will do everything possible to help our Clients reach their goals in life! Whether it's:
- helping Clients achieve their savings goals
- Major Life decisions like Marriage, change of Jobs, relocating to another Country
- Saving them money on insurance premiums
- Allocating budgets for major purchases - House, Car etc.
- Warning against too-good-to-be-true / Ponzi schemes
Ajay Jose
Founder
Ph - +91 98401 70323
Mail ID - joseajay@yahoo.com
The Founder & Chief Financial Planner has over Twenty years expertise in Financial Planning, Wealth Management, Insurance Advising & Investment Planning.
A Graduate in Mathematics, Masters in Marketing Management, PG Dip in Sales & Marketing Management, Ajay worked in Sales & Marketing functions in major Corporate houses before venturing into financial service industry in the year 2001.
Diploma in Wealth Management & Financial Planning & numerous conventions/training help him keep abreast of the latest in the industry.
About
Riaz Ahmed
Personal CFO
Ph - +91 97899 25800
Mail ID - eriazahmed@gmail.com
Riaz Ahmed, a Seasoned Banker with more than 15 years of experience in Wealth Management, Mortgage & SME Funding. Through his exhaustive financial planning he assists individuals and businesses to achieve financial freedom which involves analysing Income & Expenditure, current investments, assisting in writing goals in numbers and suggesting a customised financial plan according to clients changing needs. He also assists in availing a Home loan, leveraging an existing mortgage and deciding on pre closing an existing loan.
KJ Thomson
Insurance Head
Ph - +91 98842 18526
Mail ID - kjthomson41@gmail.com
Insurance Expert. With Masters in Commerce and MBA - Marketing, Thomson worked with an MNC for 7 years before starting his International trading Company.
He is a Specialist in Health Insurance having covered 500+ families for a total Sum Insured in excess of Rs 400 Crores.
Having worked in the Purchase department in his early career, Thomson understands the varying needs of Clients for Insurance and suggests only the right Insurance products.
Meet Our Team
B Alcia
Relationship Manager
Ph - +91 90257 42774
Mail ID - crorepatiindians@gmail.com
Cecilia Maria
HR Manager
Ph - +91 63790 56659
Mail ID - service@ajfp.in
Chandran Manoharan
Relationship Manager
Ph - +91 76038 10384
Mail ID - service@ajfp.in
Geetha N
Relationship Manager
Ph - +91 76048 92068
Mail ID - ajfinancialplanners@gmail.com
Prema M
Relationship Manager
Ph - +91 93424 88736
Mail ID - ajfundspro@gmail.com
