Achieve your financial well being
At Baxi Investment we help you to achieve your financial goals and fulfill your dreams. Contact us today.
Life, Health & General Insurance

Contact us to get an Insurance quote today and purchase it online

Equity, Mutual Funds, Corporate FD, Government & Private Bonds, PMS

Come and join the NJ family with us

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Life Insurance Policies
Health Insurance Policies

Services Provided

Financial Planning

We provide financial planning for every stage of your life right from your first income till retirement. Contact us today for a bright and tension free tomorrow.

Insurance Planning

We offer insurance planning and policy selling. Get an insurance proposal from us for your needs. We insure you and not over or under insure you.

Investment Planning

We provide expert investment advise considering your demographics, tax status, family and much more. Invest through us for a joyful investment experience.

Real Estate

We offer you your dream house through reputed and reliable builders of Bhavnagar. We also help to arrange housing finance based on your score.

Investment Offerings

We have partnered with NJ India to provide best in class investment offerings in Equity, Mutual Fund, Debt and Portfolio Management Services.

Other Financial Services

Have questions about bank accounts, Credit Cards, Personal Loans, Repayment of loans etc? Get in touch with us and we will surely try to help you out.

NJ E-Wealth Account

NJ Bhavnagar

NJ E-Wealth Account is a comprehensive online platform which empowers you to have access to your entire wealth portfolio across Mutual Funds, Direct Equity, ETFs, IPOs, Bonds along with their current valuation, at a single place. You can buy, sell or switch investments simply through your computer or smart phone any time and from anywhere in the world. The transaction process is speedy, smooth and leaves no paper trail. 'Now never miss an opportunity to build your wealth because you were too far'


Scan or click the QR Code to open your E-Wealth Account now!

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Open your NJ E-wealth account now

Knowledge Corner

  • Financial Planning
  • Insurance Planning
  • Investment Planning
  • Retirement Planning
Financial Planning is the process of developing strategies to help people achieve their life goals by managing their financial affairs. It often covers Cash Flow Management, Retirement Planning, Insurance and Tax Management.
Insurance planning is to protect yourself, your family and loved ones, your home, your assets, or your business against unexpected events. The idea behind insurance is to get a group to contribute financially to a fund specifically designed to help individuals recover in the case of an unexpected loss. In this way, insurance eases financial burdens that can occur when disaster strikes.
Investment planning is the process of matching your financial goals and objectives with your financial resources. Investment planning is a core component of financial planning.
Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and managing assets.
  • What is Investment? +

    What is Investment? Investment is the current commitment of money for a period of time in order to design future payments that will compensate the investor for 1. The time for which the funds are committed 2. Expected rate of inflation 3. Risk
  • What is a Mutual Fund? +

    What is a Mutual Fund? A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature. Mutual funds have advantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors.
  • What is Insurance? +

    What is Insurance? Insurance is a means of protection from financial loss. It is a form of risk management, primarily used to hedge against the risk of a contingent or uncertain loss. An entity which provides insurance is known as an insurer, insurance company, insurance carrier or underwriter. A person or entity who buys insurance is known as an insured or as a policyholder. The insurance transaction involves the insured assuming a guaranteed and known relatively small loss in the form of payment to the insurer in exchange for the insurer's promise to compensate the insured in the event of a covered loss. The loss may or may not be financial, but it must be reducible to financial terms, and usually involves something in which the insured has an insurable interest established by ownership, possession, or pre-existing relationship.
  • Difference between health and critical illness insurance +

    Regular health plans reimburse your medical expenses and cover hospitalization costs. On the other hand, critical illness insurance is a benefit plan that pays you a round sum if you are diagnosed with any of the critical illnesses that are covered.
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