Skip to main content

financewithajay.co

Finance with Ajay
Financial Hero · Elementor Safe
Trusted Financial Services
Organise Better, Protect Better, Stay Prepared
We offer Chain of Documents Maintenance (CDM) - a structured service that organizes, updates, and securely safeguards your financial and insurance documents for easy access whenever needed. It allows authorized family members to retrieve critical information during crucial times, supporting continuity, convenience, and peace of mind. This structured service is a key differentiator of Finance With Ajay.

8+

Years Experience

500+

Clients

100%

Professional Support

Ajay Parswani - Mutual Fund Distributor & Insurance Professional

Ajay Parswani

Financial Services Professional

Infinite Carousel · Expertise & Partners

Expertise &
Partners

Trusted insurance & financial network
About Ajay
Ajay Paraswani
ABOUT AJAY

Meet Ajay Paraswani
Your Trusted Financial Advisor

Ajay Paraswani is a trusted Financial Advisor with 8+ years of experience helping individuals, families, and businesses achieve financial security. His expertise includes Medical Insurance, Mutual Funds, Life Insurance, Tax Planning, and Wealth Management, providing smart financial solutions for long-term success.

Medical Insurance
Mutual Funds
Life Insurance
Tax Planning
Know More
Insurance & Mutual Fund Distribution · Services
Finance with Ajay

Insurance, Mutual Fund Distribution
& Financial Services

From Mutual Fund Distribution and Insurance to related financial services support, we help individuals and businesses understand available options, organise important financial information, and address their insurance and financial service requirements.

Health Insurance

Health Insurance

★★★★★ Featured

Protect yourself and your family with comprehensive health insurance plans, claim assistance, policy migration, and professional support.

Services
Health Plans Family Cover Claim Support
Financial Services Support

Financial Services Support

★★★★★ Featured

Support for organising financial information, understanding available financial services, and addressing insurance and related service requirements.

Services
Financial Organisation Service Support Protection
Mutual Fund Distribution

Mutual Fund Distribution

★★★★★ Featured

Explore SIP, equity, debt, and hybrid mutual fund options through mutual fund distribution services, with support for understanding product features and applicable information.

Services
Market Information Product Information Risk Awareness
Life Insurance & ULIPs

Life Insurance & ULIPs

★★★★★ Featured

Explore life insurance, ULIPs and other applicable insurance products, subject to the features, terms, conditions and benefits of the respective policies.

Services
Term Plans ULIPs Policy Benefits
Mutual Fund Distribution

Mutual Fund Distribution

★★★★★ Featured

Explore SIP, equity, debt, and hybrid mutual fund options through mutual fund distribution services, subject to applicable product features, risks and terms.

Services
SIP Equity Debt Hybrid Funds
Business Insurance

Business Insurance

★★★★★ Featured

Insurance options for businesses, factories, employees, vehicles and travel, with assistance for applicable policy and claim-related requirements.

Services
Factory Group Car Travel Insurance
Regulatory Disclosure
Finance With Ajay is engaged in insurance services, mutual fund distribution and related financial services support. Finance With Ajay / Ajay Parswani is not a SEBI-registered Investment Adviser and does not provide investment advisory services in the capacity of a SEBI-registered Investment Adviser. Mutual fund-related services are provided in the capacity of a Mutual Fund Distributor, subject to applicable regulatory requirements and product terms. Information on this website is for general information and awareness and should not be construed as personalised investment advice or a recommendation to buy, sell or hold any particular security or investment product.
Trusted Financial Services
Finance With Ajay - Financial Services
Focused On Your Financial Requirements

Trusted Support,
Professional Service

Get professional support across insurance, mutual fund distribution, and related financial services. We combine industry experience with practical assistance to help you understand available services, organise important information, and manage your service requirements.

Experienced Financial
Services Professional

Professional Support
& Service Assistance

READ MORE

8

+ Years
Experience
Finance with Ajay · Services

Explore a range of services from
Finance with Ajay

As a professional financial services provider, we offer financial and insurance services to support your financial priorities. Our services are available to customers across multiple locations.
Toggle All services
All Insurance Mutual Funds Loans Agency / Partner Medical Ins. Life Ins.
medical insurance
Medical Insurance
Niva Bupa · HDFC Ergo · comprehensive health plans.
car travel insurance
Car & Travel Insurance
Protect your journeys & vehicles with trusted plans.
Insurance Plans
Insurance Plans
Policy benefits as per applicable terms and conditions.
mutual funds
Mutual Fund Distribution
A range of mutual fund options across equity, debt and hybrid categories.
ULIPs
ULIPs
Unit Linked Insurance Plans with investment and insurance benefits, as applicable under the policy terms and conditions.
life insurance
Life Insurance
TATA Life · Bajaj Life · Max Life – family first.
home loans
Home Loans (Above ₹1 Crore)
High-value home loan solutions with support based on your requirements.
factory insurance
Factory & Group Insurance
Corporate & industrial protection solutions.
financial services expertise
Expertise
Financial services, claims support, and assistance.
IIFL Capital MF Partner IRDA Approved Insurance Specialist Medical: Niva Bupa · HDFC Ergo Life: TATA · Bajaj · Max Policy Bazaar Agency Partner
Awards Timeline
Achievements

International Awards Timeline

Recognized for Excellence in Finance & Insurance

FEB 2024

🇹🇭 Pattaya

International Performance Award for outstanding contribution towards Financial Planning & Insurance Advisory.

APR 2025

🇲🇾 Malaysia

Agency Performance Circle Award for exceptional client service and business excellence.

AUG 2025

🇳🇵 Kathmandu

Recognized internationally for customer trust, wealth planning and claim support.

SEP 2025

🏴 Scotland

Global Leadership Award for excellence in Financial Consulting and Investment Advisory.

JAN 2026

🇮🇳 Shimla

Top Financial Advisor Recognition for remarkable growth and customer satisfaction.

Why Choose Finance With Ajay · Financial Services Support ``` ``` ```

Why Choose Finance With Ajay

Professional support across insurance, mutual fund distribution, and related financial services.

Dedicated Claim Support

Assistance throughout applicable claim processes with a focus on clear communication, responsive service, and proper documentation.

Mutual Fund Distribution Support

Support with mutual fund distribution, product information, applicable processes, and related service requirements.

Experienced Financial Services

Professional experience across insurance, mutual fund distribution, documentation, and related financial services.

Supporting Families

Support for families in organising insurance documents, policy information, and related financial service requirements.

Tax Information & Support

General information and support regarding applicable tax-related features of eligible financial products, subject to applicable rules and product terms.

Ongoing Service Support

Ongoing assistance for insurance, mutual fund distribution, documentation, claims, and related service requirements.

0 Customers Served
0 Towns Covered
0 Years Experience
```
Testimonial Slider · Finance With Ajay
✦ client voices

What Our Clients say

Real stories from people who trusted us with their financial journey

❝
★★★★★

I can't thank Ajay and the team at Finance with Ajay enough for their exceptional service in helping our family secure medical insurance. Ajay's proactive approach and in-depth knowledge were evident throughout the process, even as we bombarded him with numerous questions over three rounds of meetings. His patience and willingness to guide us through every detail made the experience smooth and stress-free. Ajay's dedication and expertise truly made a difference, and we're grateful for his support in safeguarding our family's health and well-being. Ajay's outstanding assistance has left a lasting impression on us, and we're not only grateful for his help but also eager to recommend him to our friends and family. His professionalism, patience, and expertise are truly commendable, and we're confident that anyone seeking insurance solutions will benefit immensely from working with Ajay and the team at Finance with Ajay.

NB
Neha Bang
Client
September 1, 2024
❝
★★★★★

Two years back I had got my medical policy done through Ajay Parswani. We had ported from HDFC Life to Niva Bupa on his advice and recommendation. We had always heard from him about the benefits of this policy and Niva Bupa as a company and how fast they would sanction your claim. All these stories came true when I had to go through my emergency surgery for Gall Bladder stone. My wife called Ajay and informed him that I was going to be admitted at Saifee Hospital for the surgery. Ajay was there with her on the call guiding her how to go about the medical insurance process. As soon as we gave the policy number to the hospital, the claim process was activated. Then the hospital sends the estimate cost and within 30 minutes it was sanctioned. What Ajay had been saying all this time, we could see that happening. At the time of discharge too the process was quick — the hospital sends the final amount and it gets approved within 30 minutes again. I want to thank Ajay Parswani from the bottom of my heart for guiding us with the right company and policy so that we do not face any hurdles.

AR
Adnan Rassiwala
Entrepreneur
October 10, 2023
❝
★★★★★

I am writing this testimonial to express my deepest appreciation for the outstanding service and unwavering dedication you have provided me as my car insurance agent. Your commitment to finding me the best possible deal while prioritizing my needs as a customer has truly left a lasting impression. What truly sets you apart is your commitment to putting the customer first. You demonstrated a genuine care for my financial well-being by proactively suggesting ways to save money without compromising the quality of coverage. Your personalized approach and tailor-made solutions made me feel valued as a client, and I cannot thank you enough for that.

RG
Rajesh Gupta
Client
July 24, 2023
❝
★★★★★

I am happy to provide a testimonial for Ajay from Finance with Ajay, who provided exceptional assistance with my health insurance needs. He was knowledgeable, patient, and responsive, and helped me find the best plan to fit my needs. Thanks to his expertise and support, I secured a plan that gave me peace of mind. I highly recommend Ajay and Finance with Ajay to anyone seeking financial planning or insurance services. Thank you, Ajay, for your outstanding service!

AS
Arhaan Shaikh
Client
April 25, 2023
❝
★★★★★

I had bought my family health insurance from Ajay, and let me tell you — he just did not want to sell the insurance, but he made sure I am educated on which plan is the best for me and my family together. I strongly refer Ajay for his knowledge in the insurance sector and how he can guide us the best way. I shall be recommending Ajay Parswani of Finance with Ajay to many more of our family and friends in the near future.

AL
Arif Lohani
Eventures Unlimited
January 21, 2023
❝
★★★★★

We recently ported my younger brother's mediclaim policy from Star Health to MaxBupa as recommended by Ajay. Any time we had a question or concern with his insurance policies, he worked on our concerns right away and was able to resolve any difficulties that arose. Recently my brother had a surgery, and we are happy to inform you that when we claimed for cashless insurance of around 2 lakhs, it was approved within 30 minutes. Thanks a lot Ajay for recommending the best policy. Finally, we found an insurance agent who is prompt, knowledgeable, efficient, and friendly, always finding us the best deal. I would highly recommend him and his company to anyone that wants a professional that takes their work seriously and of AAA rating.

KK
Kranti Dilip Khanderkar
Client
December 15, 2021
❝
★★★★★

Ajay Parswani from AAA Financial Services Professional helped us procure Home Insurance. It is to be noted and highlighted that Ajay was very forthcoming to understand our requirements and procure the right insurance policies. It was because of this analysis and understanding that Ajay was able to deliver the right policy at the right premium from the ideal insurance company. I am happy to state that cumulatively, across the 3 policies, Ajay helped reduce our premium cost by 50%. Considering the repetitive annual costs, it is a significant saving. I would like to take this opportunity to thank Mr. Ajay Parswani for his extremely professional service and ability to deliver the right product. I will definitely be consulting Ajay for my other insurance requirements and look forward to recommending his services to my friends and family.

GM
Gaurav Mhatrre
Mhatre Sanjeev Architects
December 30, 2020
❝
★★★★★

Thank you Ajay for taking care of my client's tricky Overseas Mediclaim policy. I appreciate your support as your team worked till late night and finished the paperwork. Thanks again.

MS
Moiz Saifee
Client
November 4, 2020
Finance FAQ
FAQs

Frequently Asked Questions

Everything you need to know before getting started

We provide Mutual Fund Distribution, Health Insurance, Life Insurance, ULIPs, Insurance Plans, Tax Planning Support and Financial Planning & Protection services.
You can easily book an appointment by clicking the Get in Touch button, calling us, or contacting us via WhatsApp.
Yes. We provide claim assistance and support clients through the insurance claim process.
Yes. We provide information and support related to Mutual Fund Distribution, including SIPs, equity, debt and hybrid mutual funds, based on the available products and applicable requirements.
Yes. We provide information and support regarding applicable tax-saving options through eligible mutual funds and insurance products, subject to applicable rules and product terms.
Finance CTA - Background Image

Every Great Financial Journey
Begins with the Right Support

Start your financial journey with confidence today.