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financewithajay.co

Finance with Ajay
Financial Hero · Elementor Safe
Trusted Financial Advisor
Grow Your Wealth With Smart Planning
We offer Chain of Documents Maintenance (CDM) - a unique 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, ensuring continuity, convenience, and peace of mind. This rarely offered, structured service is a key differentiator of Finance With Ajay.

8+

Years Experience

500+

Clients

100%

Trust Rate

Ajay Parswani - Financial Advisor

Ajay Parswani

Financial Advisor

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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
Premium Services · Grid + Slider
Finance with Ajay

Complete Financial Solutions
Under One Roof

From Wealth Management and Mutual Funds to Insurance and Tax Planning, we provide trusted financial solutions to help individuals and businesses protect, grow, and secure their wealth.

Health Insurance

Health Insurance

★★★★★4.9

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

Services
Health PlansFamily CoverClaim Support
Wealth Management

Wealth Management

★★★★★4.9

Personalized wealth management strategies to preserve, grow, and secure your financial future with confidence.

Services
Wealth PlanningAsset GrowthSecurity
Investment Advisory

Investment Advisory

★★★★★4.9

Make informed investment decisions with professional market research, financial planning, and personalized guidance.

Services
Market ResearchGoal PlanningRisk Analysis
Life Insurance

Life Insurance & ULIPs

★★★★★4.9

Secure your family's future with life insurance, ULIPs, guaranteed plans, and long-term financial protection.

Services
Term PlansULIPsGuaranteed Returns
Mutual Fund

Mutual Fund Advisory

★★★★★4.9

Grow your wealth through carefully selected SIPs, equity, debt, and hybrid mutual funds tailored to your goals.

Services
SIPEquityDebtHybrid Funds
Business Insurance

Business Insurance

★★★★★4.9

Comprehensive insurance solutions for factories, businesses, employees, vehicles, and travel with expert claim support.

Services
FactoryGroupCarTravel Insurance
Trust · guidance section
Trust & Guidance
Driven By Your Success

Trusted Guidance,
Proven Results

Gain a Competitive Edge With Our Expert Consulting Services. We Combine Industry Experience, Strategic Insights, And Customized Solutions To Help Your Business Grow, Adapt, And Thrive In A Dynamic Marketplace.

Certified & Experienced
Advisors

Professional
Financial Experts

READ MORE

8

+ Years
Experience
Finance with Ajay · Services

Explore a range of services from
Finance with Ajay

As a leading Financial Company, we provide financial solutions that match your needs and help you build a better future. Our services are trusted by over Lakhs of customers.
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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.
guaranteed plans
Guaranteed Plans
Fixed returns, low risk — secure your future.
mutual funds
Mutual Funds
Diversified portfolios, expert management.
ulips
ULIPs
Unit Linked Insurance Plans – growth + protection.
life insurance
Life Insurance
TATA Life · Bajaj Life · Max Life – family first.
home loans
Home Loans (Above ₹1 Crore)
High-value mortgages, tailored for you.
factory insurance
Factory & Group Insurance
Corporate & industrial protection solutions.
expertise agency
Expertise
Financial advisory, claims, and guidance.
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 Advisory

Why Choose Finance with Ajay

Trusted by the best. Deep expertise with a human touch — delivering financial clarity and peace of mind.

Zero Claim Support

Dedicated assistance throughout every claim — fast, transparent, and always human.

Expert Investment Advice

Tailored mutual fund and portfolio strategies aligned with your goals.

Award-Winning Advisory

Internationally recognized for excellence in financial planning and guidance.

Trusted by Families

Hundreds of families rely on us to protect what matters most — today and tomorrow.

Tax-Smart Strategies

Innovative tax-saving solutions using mutual funds, insurance, and wealth structures.

Lifetime Partnership

We build lifelong relationships — not just policies. Your future is our priority.

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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 Advisors 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 Funds, Health Insurance, Life Insurance, ULIPs, Guaranteed Plans, Tax Planning, Wealth Management and Financial Advisory services.
You can easily book a consultation by clicking the Book Consultation button, calling us, or contacting us via WhatsApp.
Yes. We provide complete claim assistance and guide clients through the entire insurance claim process.
Absolutely. We analyze your financial goals, risk profile and investment horizon before recommending suitable Mutual Funds.
Yes. We offer tax-efficient investment strategies including ELSS, ULIPs, Guaranteed Plans and Insurance-based tax saving options.
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