Aseem Juneja , QPFP® in

Aseem Juneja , QPFP®

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Financial Planner - Founder at AJ Wealth and Financial Services
📍 South Delhi, Delhi, India

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.

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Experience
11 Years
Current Role
Financial Planner - Founder
Job Level
Leadership
Location
South Delhi, Delhi, India
Personality Overview

How Aseem shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Aseem cares 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.
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Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
7-2021 - 3-2022
Qpfp - Qualified Personal Finance Professional
Network fp
2018 - 2019
Certified Financial Planner
Financial planning & standards board
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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