About

About

Mission

To empower people to make confident financial decisions by providing transparent, ethical, and personalized financial solutions.

Vision

To become one of India’s most trusted financial advisory brands, known for integrity, expertise, and client success.

Team

Our team consists of certified financial advisors, market analysts, loan specialists, and insurance experts who work together to deliver comprehensive financial solutions under one roof.

Founder’s Message & Leadership Vision

Guided by decades of market experience, our founder leads with a clear vision—delivering transparent advice, disciplined execution, and client-focused financial solutions.

Founder’s Message & Leadership Vision

Guided by decades of market experience, our founder leads with a clear vision—delivering transparent advice, disciplined execution, and client-focused financial solutions.

Satish Marothiya

Founder & CEO

He is the driving force behind New Era Finx, with 20+ years of experience across stock markets, mutual funds, SIPs, unlisted shares, loans, and all types of insurance.

Known for his disciplined, transparent, and solutions-first approach, he enables clients to make confident, long-term financial decisions and build sustainable wealth.

Meet the Core Leadership Team

Our leadership team brings together deep expertise in financial markets, client advisory, and operations. With a strong focus on transparency, discipline, and client success, they work collaboratively to deliver reliable, compliant, and long-term financial solutions across investment, lending, and insurance services.

rajendra-saini
Rajendra Saini

Co-partner and Sales Head

yaseen-siddique
Yaseen Siddique

Dealing Head

Smart Financial Planning for a Secure Tomorrow

We help individuals, families, and businesses grow, protect, and manage their wealth through expert financial planning, trusted investment solutions, and personalized advisory services.

From stock market investments and mutual funds to insurance, loans, and real estate support, we are your one-stop destination for complete financial solutions.

Our Industry Partners

We work with leading financial institutions to provide secure, compliant, and comprehensive financial solutions for our clients.

Who We Serve

We proudly serve:

  • First-time investors
  • Salaried professionals
  • Business owners and entrepreneurs
  • High-Net-Worth Individuals (HNIs)
  • NRIs
  • Retirees and senior citizens

Each client is guided with customized strategies based on their financial goals, risk profile, and life stage.

Why Choose Us

We don’t just sell financial products we build financial futures.

Certified Experts

Certified and experienced financial professionals

Ethical Pricing

Transparent pricing and ethical practices

Tailored Advisory

Personalized advisory, not generic advice

Relationship-Driven

Long-term relationship focused approach

Smart Analytics

Data-driven investment strategies

Trusted Partnerships

Strong partner network across financial institutions

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We Provide The Best Lawn Service From 10 Years

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Why Choose Us

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Fastest Work

Certified and experienced financial professionals

High Skill

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Home Delivery
Happy People
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Get in Touch

Let’s Discuss Your Financial Goals

Whether you need help with investments, Demat accounts, loans, insurance, or share recovery, our experts are here to guide you with clarity and confidence.

Request a Call Back

Request a Call Back