Welcome to MZ Financial Services your trusted partner in wealth creation and financial protection. Led by an AMFI (Association of Mutual Funds of India) - Registered Mutual Fund Distributor, Manish S Zodgekar (ARN: 53698), we bring over 19 years of extensive expertise in partnership with NJ Wealth. Over nearly two decades, we have successfully guided more than 300 clients, helping them cultivate disciplined investing habits and systematically achieve their long-term financial goals. Our approach is deeply personalized, ensuring your investment portfolio aligns perfectly with your future milestones.
True financial security requires both wealth growth and robust protection against life's uncertainties. To deliver this, we have also been established in the insurance sector for the past 10 years, partnering with NJ Insurance Brokers Private Limited. Through this collaboration with India's leading insurance providers, we offer comprehensive Health, Life, and General Insurance solutions tailored to your needs. At MZ Financial Services, we are committed to shielding your family and assets while helping your wealth grow.
Why Us
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not a product-centric approach.
Focus on Customer Satisfaction:
We come equipped with the right attitude, people, processes, and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Our Services ensure comfort, convenience, confidence, and control for you in assessing your wealth. You would enjoy being always updated on your investments, anytime, anywhere.
Right Experience & Skills:
We have over 19 years of experience in the financial products distribution space. Our experience, qualifications & skills enable us to understand you and your needs and then offer you the right strategies & options to fulfil your needs.
Driven by Passion:
Serving clients is our passion and the reason why we are in the business. Nothing excites us more than helping our clients fulfil their financial needs with our support.
Our Skills
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Client Services
OUR TEAM
Mr. Manish Zodgekar
With over a decade of experience in the financial services and insurance industry, I have dedicated my career to helping individuals, families, and businesses navigate the complexities of wealth building.
At MZ Financial Services, we believe that financial guidance isn't just about numbers—it’s about securing your peace of mind and achieving your life needs / objectives. Having successfully guided over 300+ clients, our approach is rooted in disciplined investing, personalized asset allocation, and absolute transparency. Whether you are guidance for retirement, securing your family’s future, or optimizing your tax strategies, we are here to build a roadmap tailored just for you.
