Excel Financial Services

Investment Management • Bhubaneshwar, Odisha, India • 1-10 Employees

Company overview

Headquarters	Bhubaneshwar, Odisha, India
Phone number	+912614025836
Websites	njw.bz njindiaonline.com njgroup.in
NAICS	5231
Keywords	Health Insurance, Motor Insurance, Life Insurance, Term Insurance, Mutual Fund, sip, pms, Index Fund, Bond, etf, Portfolio Management Services, Financial Planner, Guarantedd Income Plan, Balanced Mutual Fund, Debenture, Debt Mutual Fund, Equity Mutual Fund
Founded	2017
Employees	1-10

Key Contacts at Excel Financial Services

Nagbhushan Chitrigemath Ravish

Founder

Samuel Wynn

Owner Operator

About Excel Financial Services

Experience fully automated, paperless wealth management world with access to wide range of financial products/solutions with NJ E-Wealth Account. Join the largest community of investors in India doing so with distributor's help. NJ E-Wealth Account is one of the most comprehensive platforms for managing investments in India. Some of its' features are unique in the industry, only offered by NJ. 1. Access to wide product basket under single roof 2. 100% online - any time, any where transaction 3. Multiple Payment Modes – Net banking, NEFT, RTGS, ACH – Mandate, UPI, etc. 4. Automated investment solution with ready portfolios for mutual funds (MF). 5. Inter-AMC switch (AMC to AMC) - innovative transaction available only on NJ EWA. 6. Multiple modes of transaction – Mobile Application, Email, SMS and Call & Transact. 7. Insta Cash – Redemption payout in just few minutes, any day any time, from MF Liquid scheme. 8. Insta Margin Facility for Capital Market against select MF Liquid schemes Flexibility to add Multiple Banks to single account

Excel Financial Services revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

Excel Financial Services has 9 employees across 4 departments.

Departments

Number of employees

Funding Data

Excel Financial Services has never raised funding before.

Frequently asked questions

Excel Financial Services is located in Bhubaneshwar, Odisha, IN.

You can reach Excel Financial Services at +912614025836.

Excel Financial Services was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Excel Financial Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Excel Financial Services

Nagbhushan Chitrigemath Ravish

Founder

Samuel Wynn

Owner Operator

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