Investing For Tomorrow, Together
120+
2015
About Deepak Kumar
YOUR TRUSTED FINANCIAL ADVISOR
Building financial security requires expertise, dedication, and a partner you can trust. Deepak Kumar brings over nine years of experience in wealth management and financial planning, helping clients achieve their financial goals since 2015.
As a trusted financial advisor with NJ Wealth, Deepak manages a portfolio exceeding ₹80 crores in assets under management. His client-first approach has earned the confidence of more than 120 satisfied clients across diverse financial backgrounds. He specializes in creating personalized investment strategies that align with your unique life goals, risk tolerance, and financial timeline.
Deepak believes successful wealth management goes beyond numbers it’s about understanding your dreams and concerns. Whether you’re planning for retirement, building wealth for your family, or optimizing your investment portfolio, he provides clear guidance and actionable strategies. His transparent communication style ensures you understand every decision, while his proven track record demonstrates consistent results through changing market conditions.
Comprehensive Wealth Management Services
Comprehensive Wealth Management Services
Client Success Stories That Speak for Themselves
“Deepak helped us plan our retirement with such clarity. His approach is practical and he explains everything in simple terms. We now have a systematic investment plan that gives us peace of mind for our future.”
“What I appreciate most is Deepak’s honesty. He never pushes products unnecessarily. He helped me consolidate my investments and optimize my tax planning. My returns have improved significantly in the last two years.”
“I switched to Deepak after a bad experience with another advisor. The difference is remarkable. He is transparent, accessible, and genuinely cares about his clients’ financial well-being. Highly recommend his services.”
You’ll Know What
Call us at +91 83548 84177 or fill out our form, and we’ll contact you within one business day.
SEC Registered Investment Advisor
We help you achieve your vision and cultivate confidence and peace of mind across your financial journey.
Integrity
We uphold the highest ethical standards in every interaction, ensuring transparency, and trust in our work.
Client Focus
We uphold the highest ethical standards in every interaction, ensuring transparency, and trust in our work.
Risk Resilience
We uphold the highest ethical standards in every interaction, ensuring transparency, and trust in our work.
Expertise
We uphold the highest ethical standards in every interaction, ensuring transparency, and trust in our work.
Hear Directly
From Finovate Experts
We Listen, Think Independently, Advise & Take Action
Financial Planing FAQ’s
Common questions on financial planning and investing
What should a financial plan include?
A solid financial plan ought to cover a thorough look at your personal goals and aspirations, alongside an evaluation of your investment holdings. It should map out your expected income and expenses both before and after retirement, weigh the pros and cons of different retirement and investment account options, and outline strategies for retirement preparation, tax efficiency, charitable contributions, and safeguarding your assets through insurance.
On top of that, it should offer clear, actionable advice and steps to turn your goals into reality. To guide you toward the best decisions, a good plan will also lay out a variety of potential scenarios—plus some alternative ones—for you to consider.
Can you help me plan for retirement?
Retirement age varies widely from person to person. The big question is whether you’ve got enough saved up to support the lifestyle you’re aiming for, especially since retirement could stretch on for 30 years or longer. Your income during those years will likely come from a mix of sources: retirement accounts and savings, a pension if you have one, brokerage accounts, Social Security payments, annuity income if you’ve set that up, and any other investments you’ve built over time.
What is your investment philosophy?
We base our investment approach on evidence and decades of market history, not guesswork about the future. Research shows market timing doesn’t work. Instead, we focus on what you can control: risk, asset allocation, costs, and taxes. Emotional decisions often hurt long-term returns, so we aim to avoid those pitfalls.
Diversification lowers risk—not just by holding many assets, but by mixing company sizes, sectors, and balancing stocks and bonds. Risk can’t be erased, but it can be managed.
We keep expenses low with cost-effective mutual funds and ETFs, since high fees can erode even a well-diversified portfolio’s gains.
Taxes matter too. While unavoidable, they can be minimized with a smart, tax-aware strategy.
Will I have a dedicated advisor?
Absolutely, you’ll have your own personal advisor. At Execor, we’re all about building a strong, one-on-one connection between you and your advisor. We know everyone’s financial path is different, so we pair every client with a dedicated advisor who’s focused on getting to know you and helping you reach your unique financial goals.
Latest News & Resources
120+
