JNV Financial Services is a premier financial advisory firm founded by seasoned experts with over two decades of experience in the banking and financial services industry. Built on the pillars of trust, integrity, and ethical decision-making, the firm has emerged as one of the leading and fastest-growing financial services organizations in India.
Specializing in catering to the customized needs of high-net-worth individuals, corporate houses, and non-resident Indians, JNV Financial Services delivers innovative financial solutions tailored to meet the unique objectives of each client. By combining extensive industry expertise, proven processes, and cutting-edge technology, the firm ensures that clients receive optimal strategies for wealth creation and preservation.
In this dynamic investment landscape, JNV Financial Services is committed to delivering consistent performance and fostering long-term relationships through personalized services and transparent practices. With a client base spanning across the globe and a total AUM of more than ₹1100crore across diverse financial assets, the firm stands as a trusted partner in achieving financial goals.
At JNV Financial Services, the focus is on building enduring value for clients by upholding the highest standards of integrity, empowering them to navigate the complexities of financial markets with confidence and success.
Mr. Nitish Purohit CFPCM
Mr. Nitish Purohit is a seasoned financial expert with over 17 years of extensive experience in banking, wealth management, and financial planning. Armed with an MBA and prestigious certifications as a Certified Financial Planner (CFP) and Chartered Trust and Estate Planner (CTEP), he has demonstrated exceptional proficiency in providing comprehensive financial solutions to clients.
Throughout his career, Mr. Purohit has worked with industry leaders like Kotak Securities and Kotak Mahindra Bank , where he honed his expertise in managing high-net-worth clients, offering strategic investment advice, and crafting tailored estate and wealth planning strategies. His ability to navigate the complexities of financial markets and provide clear, actionable guidance has earned him the trust and loyalty of his clients.
Mr. Purohit specializes in delivering personalized financial plans that integrate investment, tax, and estate planning, ensuring his clients achieve their financial goals while safeguarding their legacies. His holistic approach, combined with a strong commitment to ethical practices, sets him apart as a trusted advisor in the financial services space.
Passionate about empowering clients through financial literacy and strategic planning, Mr. Purohit remains dedicated to helping individuals and families build and preserve wealth, ensuring their financial well-being for generations to come.
Mr. Vidit Bhura CFPCM
Mr. Vidit Bhura is a highly accomplished professional in the financial services sector with over 15 years of extensive experience in banking, wealth management, and financial planning. He holds an MBA degree and is both a Certified Financial Planner (CFP) and a Chartered Trust and Estate Planner (CTEP), showcasing his expertise in advanced financial and estate planning solutions.
Throughout his illustrious career, Mr. Bhura has worked with some of the most reputed organizations in the industry, including ICICI Wealth Management and Kotak Mahindra Bank, where he has built a stellar reputation for delivering tailored financial strategies for high-net-worth individuals and families. His proficiency lies in understanding complex financial needs and creating bespoke investment, tax, and estate planning solutions that help clients achieve their long-term goals.
Known for his client-centric approach and strategic thinking, Mr. Bhura combines his deep industry knowledge with a keen understanding of market dynamics to provide innovative and reliable wealth management advice. His ability to build lasting relationships and drive measurable results has made him a trusted advisor to many.
As a seasoned financial professional, Mr. Bhura continues to stay at the forefront of the evolving financial landscape, empowering his clients with sound financial strategies and peace of mind.
Mrs Kusum Agarwal W/o CA Jitendra Agarwal is a known personality in the finance, investment, and insurance industry. She has been working for over two decades in Financial services; She is known for her work in insurance advisory. She is a leading women evangelist of North India's and amongst the top insurance, advisors making her footprint since 2003.