Prasanta Mukherjee from Kolkata
Prasanta Mukherjee’s transition from the banking sector to becoming one of Kolkata’s trusted mutual fund distributors is a story of determination, clarity of purpose, and strong backing from NJ Wealth. After spending five years at HDFC Bank, he felt that corporate life did not match his long-term ambitions. In 2013, he stepped into mutual fund distribution with NJ Wealth, a move that reshaped his professional journey.
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The early phase came with its share of struggles, but by 2015 his consistent efforts, combined with NJ’s powerful platform and guidance, began delivering results. Today, Prasanta handles an AUM of ₹175 crore, a monthly SIP book of ₹1.5 crore, and serves more than 1,850 clients across India and abroad. His reach spans metros, small towns, and even CRPF camps, reflecting the deep trust he has earned. He follows NJ’s core belief that every investor whether investing ₹1,000 or ₹10 lakh deserves the same dedication and respect.
From helping parents build education funds through modest SIPs to creating MF portfolios worth crores, his journey showcases how commitment, empathy, and NJ’s digital ecosystem can turn financial objectives into achievements.
Ashish Mahajan From Nagpur
With NJ Wealth’s Support, Ashish Mahajan Turns Challenges into a ₹160 Crore Success Story”
In Nagpur, Ashish Mahajan is known for trust and commitment in mutual fund distribution. Backed by NJ Wealth’s guidance, he has built a strong practice managing a ₹160 crore AUM and a ₹1.15 crore SIP book. “NJ Wealth’s mentorship helped me overcome tough phases and create a sustainable business,” he says.
After his MBA, Ashish worked in sales with Info Spectrum and Intel. The 2008 recession pushed him towards insurance and LIC, where he faced resistance, even from his LIC oriented family. In 2013, despite limited knowledge of mutual funds, he joined NJ Wealth. Mentors from NJ Wealth helped him navigate early challenges.
By 2016, he fully transitioned to mutual funds and now serves 700+ families with 1,300+ accounts, ensuring annual reviews and transparency. Deeply committed to CSR, he supports schools and NGOs, insuring teachers and sponsoring education reflecting NJ Wealth’s values of trust and service.
Pravin Gokhe From Bengaluru
After a 23-year career in Information Technology, Pravin Gokhe made a bold shift into Mutual Fund Distribution with NJ Wealth. Today, he handles ₹23 crore in AUM, a ₹31 lakh monthly SIP book, and serves 110+ investors demonstrating how the right platform can enable a successful transition.
Introduced to NJ Wealth by a friend, Pravin was impressed by its compliance-driven approach, advanced technology, and strong distributor support. Leveraging real-time MF portfolio tracking, paperless processes, and robust research tools, he efficiently serves clients across Mumbai, Pune, Germany, and France with professionalism and transparency.
Committed to relationship-building, Pravin conducts biannual MF portfolio reviews and maintains regular personal engagement with clients. Beyond business, he founded Aikya Trust in 2022, supporting over 450 students across three government schools in Karnataka through enhanced education initiatives.
His philosophy remains simple: prioritise integrity, put clients first, and use the right platform to create lasting impact.
Asutosh Patra from Bhubaneswar
Asutosh Patra from Bhubaneswar has built an impressive ₹225 crore AUM, focusing on retirement-led financial freedom with the support of NJ Wealth’s robust platform. Beginning his career in 2002 with ICICI Bank and later serving at HDFC Life until 2017, he transitioned into mutual fund distribution to build an independent mutual fund distribution practice.
Leveraging NJ Wealth’s integrated technology, real-time reporting, MF portfolio tracking, rebalancing tools, and research access, Asutosh serves over 600 mutual fund clients and 1,000+ clients across financial products. He designs retirement-focused strategies, from SIP-based accumulation for young professionals to SWP and cash-flow options for retirees.
His guidance has enabled clients to fund major financial objectives while maintaining financial security. Supported by his wife, Labanya Mayee Parida, who manages operations, and a dedicated sales team, he continues to scale sustainably.
Asutosh believes integrity, continuous learning, and strong relationships are key to unlocking the vast potential in India’s growing mutual fund industry.
