Aseem Juneja , QPFP®

Critic
DISC Type : C

Financial Planner - Founder at AJ Wealth and Financial Services

South Delhi, Delhi, India

Overview

Aseem Juneja is the founder of AJ Wealth and Financial Services, specializing in financial guidance for Corporate Executives, Professionals, and NRIs. He holds certifications as a Qualified Personal Finance Professional (QPFP) and in Risk Analysis & Insurance Planning. Colleagues and clients describe him as knowledgeable, patient, and logical.

His mission is to equip one million individuals worldwide with the knowledge and tools to build a secure financial future.

Personality Overview

Objective Thinker

Negotiator

ROI Driven

Unless the value is proven by data, they are unlikely to value fancy features.  They enjoy working alone and do not rely on others very often. They prefer to do logical analysis and value evidence over emotions.

Topics They Care About

Wealth Management for NRIs
Focuses on providing expert financial guidance and personalized strategies for Non-Resident Indians to help optimize their financial future.
Holistic Financial Planning
Emphasizes a comprehensive approach covering investments, risk management, and insurance to help clients achieve their long-term goals.
Financial Literacy
Passionate about educating and empowering individuals, with a stated mission to help one million people achieve financial security through knowledge.

Media Appearances

Aseem has no verified media appearances

Work History

2-2023
Financial Planner - Founder at AJ Wealth and Financial Services
1-2019
Advisor at TATA AIG General Insurance Company Limited
1-2019
Advisor at Health Insurance Care
1-2017
Advisor at Star Health and Allied Insurance Co. Ltd
10-2014 - 4-2024
Financial Planner at BLUEESTONE Wealth Matters Pvt Ltd

Education

7-2021 - 3-2022
Qpfp - Qualified Personal Finance Professional from Network fp
2018 - 2019
Certified Financial Planner from Financial planning & standards board

More Information

Social Presence :

Prographics :

Exp : 11 Location : South Delhi, Delhi, India Job Level : Leadership Designation : Financial Planner - Founder at AJ Wealth and Financial Services
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Insights For Selling To Aseem

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Tell them what ROI they can expect
  • Be formal and objective, they will appreciate it more

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Aseem is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Aseem

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Aseem move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Aseem take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Aseem

Personality Compatibility


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