About Us
"Simplifying Investments, Simplifying Lives"
At AJ Funds Pro, we believe that every financial journey is unique. That's why we craft personalized investment solutions designed to fit your specific goals, aspirations, and circumstances.
Whether you're an individual building a strong investment portfolio, planning for retirement, or securing your family's future or a business owner seeking to optimize financial strategies and employee benefits. Our team has the expertise and dedication to guide you every step of the way.
With the trust of over 2000+ clients and a collective experience of 50+ years in managing investments, AJ Funds Pro has earned its reputation as a preferred partner for simplifying finances. Our client-centric approach and unwavering commitment to excellence ensure that your financial well-being always comes first.
We go beyond managing money - we help you make informed life decisions, such as:
- Achieving your savings and investment goals
- Navigating major life transitions like marriage, career changes, or relocation abroad
- Reducing costs on insurance and optimizing financial protection
- Planning budgets for major purchases like a home or car
- Staying alert and protected from misleading or Ponzi schemes
At AJ Funds Pro, we're more than financial advisors, we're your partners in progress, dedicated to helping you reach your goals and live a financially confident life.
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
Geetha N
Head Relationship Manager
Ph - +91 79044 46917 & +91 76048 92068
Mail ID - ajfinancialplanners@gmail.com
Leah KT
Human Resource
Ph - +91 63742 48173
Mail ID - leah.hr.ajfp@gmail.com
S Parthiban
Operations
Mail ID - service@ajfp.in
Chandran Manoharan
Relationship Manager
Mail ID - service@ajfp.in
Prema M
Relationship Manager
Mail ID - ajfundspro@gmail.com
Pushpalatha R
Relationship Manager
Mail ID - ajfundspro@gmail.com
