ABOUT US

We, as a partner of NJ Wealth, Priyancy Enterprise is incorporated in the January,2018 & under leadership of our Mentor Mr Keval Mehta at present we have 1150+ satisfied clients with 43Cr Asset Under Guidance. We are committed to helping our clients fulfil their financial needs with effective and smart investment assessment. We are a certified Mutual Fund, PMS and Insurance distributor recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India) & IRDA. We offer comprehensive financial services, having a highly qualified and experienced mentor. We use our complete knowledge & experience of insurance, tax laws, and mutual fund investments in order to suggest investment options to clients as per their long-term and short-term financial needs. Our core purpose is to provide fast-track financial options & thereby make people enjoy a secure retirement life.

Why Us

Image
Client-Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process, as a dedicated financial service provider, our loyalty lies with the investor. We provide transparent advice that aligns strictly with your long-term wealth Objectives. Your Objectives are unique, and your financial roadmap should be too.
Believe in India Growth Story:
We all know Indian Economy is fastest growing Major Economy of World, we aren't just managing numbers; we’re securing legacies, fueling dreams, and providing the clarity you need to navigate an evolving Indian Economy.

Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need- driven approach & not a product-centric approach. No "hot tips"- just data-driven advice tailored to your risk profile. From wealth Guidance and tax Guidance to retirement and estate protection, we provide a holistic ecosystem for your capital. Success in finance requires more than just data—it requires a strategy built on trust and precision. 
Strategic Risk Management:
We don’t just focus on returns; we focus on protection. Our expertise in Investment & Insurance ensures that your family’s future and your assets are guarded against the unexpected. We craft bespoke investment strategies & right Insurance Product selection based on your specific risk appetite, time horizon, and life milestones. 

Cutting-Edge Innovation & 100% Digital Value-Added Services:
Track your entire Portfolio and policy status through our intuitive dashboard. Facilitate your Mutual Fund Lumpsum Investment, SIPs as well as your Term, Health & Car Insurance in one single place. Our Services ensure comfort, convenience, confidence, and control for you in assessing your wealth & protection Digitally.

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. We don't just sell policies; we stand by you when it’s time to settle a claim.

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.

Right Experience & Skills:
We have experience since 2014 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. We don’t believe in "cookie-cutter" portfolios. We leverage advanced analytics and market insights to stay ahead of volatility and identify growth opportunities.

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.

Mutual Funds85%
Equity and ETFs80%
NPS90%
Loan against MF95%
PMS95%
Insurance95%

Client Services 

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & facilitate a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.

OUR MENTOR

Image

Mr. Keval Mehta

(Founder of Priyancy Enterprise, Broker Qualified Person for Insurance, AMFI Cleared Mutual Fund Distributor, NISM cleared PMS Distributor)

In May,2014, Started journey as an Associate with ICICI Prudential Life Insurance Co Ltd, later established Priyancy Enterprise in January,2018. He has over more than 12 years of rich experience in the financial services industry at age of 32. A Graduate by education & is known for his deep understanding of distribution practices and their challenges.

© 2026 All Rights Reserved. "Mehta Keval Jaswantbhai" AMFI- Registered Mutual Fund Distributor.
(ARN:135961 Date of Initial Registration: 08-Jan-2024 & Current Validity: 01-Jan-2027).

001417
e-wealth-reg
e-wealth-reg
 CALLBACK