Welcome to JN Wealth
Every Journey Begins
With a Vision
Expert guidance for Mutual Funds, SIPs, and Insurance. Secure your future with personalized financial planning.
Our Services
Comprehensive financial solutions tailored to your needs. From wealth creation to life protection, we have you covered.
Mutual Funds
Grow your wealth with expert-curated mutual fund portfolios. SIPs, Lumpsum, and ELSS options available.
Learn More →Insurance Advisory
Protect your loved ones with the right life and health insurance plans. Partnered with SBI Life.
Learn More →Financial Planning
Goal-based planning for education, marriage, and retirement. We help you map your financial future.
Start Planning →Why Choose JN Wealth?
AMFI Registered Distributor
Trustworthy and certified financial advice (ARN-302781).
Personalized Guidance
Tailored investment strategies based on your risk profile and goals.
Partnered with SBI Life
Offering reliable insurance products from a trusted brand.
"Apne liye. Apno ke liye."
- SBI Life Partner
About Us
Building wealth and securing futures with trust and expertise.
Our Story
JN Wealth was founded with a simple yet powerful vision: to empower individuals and families to achieve financial freedom. Led by Mr. Harsh Lalit Patel and Mrs. Rekha Lalit Patel, we have been serving clients in Anand, Gujarat, and beyond.
We believe that every financial journey is unique. That's why we take a personalized approach, understanding your goals, risk appetite, and time horizon before recommending any investment or insurance product.
ARN-302781
AMFI Registered
Harsh Lalit Patel
Founder & Financial Advisor
Rekha Lalit Patel
Co-Founder
Our Mission
To provide transparent, unbiased, and goal-oriented financial advice that helps our clients create long-term wealth.
Our Vision
To be the most trusted financial partner for families in Gujarat, known for our integrity and client-first approach.
Our Values
Integrity, Transparency, Excellence, and Empathy are the pillars of our practice. We treat your money with the same care as our own.