Address
304 North Cardinal St.
Dorchester Center, MA 02124
Work Hours
Monday to Friday: 7AM - 7PM
Weekend: 10AM - 5PM
Company Profile
About Us
Balaji Services is a distinguished financial intermediary that has been guiding investors since 2018. With a vast client base of over 1000+ satisfied families, we have established ourselves as the preferred “Wealth Manager of the Masses.” Our success can be attributed to our unwavering commitment to a focused and professional approach, which has allowed us to develop robust systems and processes.
Throughout our journey, we have continuously adapted to meet the evolving requirements and needs of our clients. It gives us immense pride to witness the longevity of many of our client relationships, which often extend to the first generation. This is a testament to the trust we build and the results we consistently deliver.
Our core belief is centered around providing personalized solutions that are tailored to meet your specific needs. We understand the importance of establishing trust, and our team of trained professionals is dedicated to working closely with you to ensure that your financial objectives are realized in a timely manner.
At Balaji Services, we uphold the philosophy of “Simplification” and strive to simplify complex financial matters for our clients. In addition to our domain expertise, what sets us apart is the steadfast support we provide throughout the entire lifespan of your investments, until the ultimate objective is achieved. We believe in comprehensive hand-holding, ensuring that you receive guidance and assistance at every step of your financial journey.
We appreciate your interest in our services and look forward to the opportunity to serve you. Please feel free to contact us for any further information or to schedule a consultation.
Er. TARUN GOYAL (Founder)
Tarun Goyal, a dynamic and visionary first-generation entrepreneur, is the founder of Balaji Services, established in 2018. With an impressive educational background including LLB, MBA (HRM), and M.Tech in Computer Engineering from prestigious government colleges, he brings a diverse range of expertise to the table.
With years of experience in financial product distribution and wealth management, Tarun Goyal is widely regarded as a veteran and thought leader in the industry. From the inception of Balaji Services, he has focused on building strong teams and fostering a culture of excellence. He is deeply committed to developing simple yet highly effective processes and systems, embracing change as an opportunity to drive the organization forward.
Tarun Goyal’s reputation is built on his unwavering positivity, upfront communication, and proactive approach. He is highly respected by all stakeholders in the industry for his willingness to learn and support others. Known for his critical insights on industry trends and adeptness in change management, he is sought after by many for guidance and expertise. Despite his demanding professional commitments, Tarun Goyal maintains a healthy work-life balance and approaches all tasks with great passion.
In addition to his entrepreneurial endeavors, Tarun Goyal is a published author of three computer engineering books and has contributed over 15+ research papers to international journals. During his time as an assistant professor at engineering colleges, he identified a gap in the market and recognized the need for financial distribution to help individuals achieve their financial goals. This realization prompted him to establish his own enterprise in 2018, with the goal of assisting the dynamic generation in achieving their financial aspirations.
Tarun Goyal has cultivated a habit of avid reading, emphasizing the importance of continuous self-learning. He firmly believes that allocating a budget for learning should be as integral as setting aside funds for traveling, embodying his simple yet profound motto.
RATI GOEL (CO-Founder & Back Office Manager)
Rati Goel, prior to her marriage with Tarun Goyal, had established a successful corporate career as an English Subject Teacher in a prominent school. With her strong familial background in law, she recognized the various gaps in clients’ experiences when it came to taxation and legal assistance. Motivated by these observations, she played a pivotal role in establishing a comprehensive financial support system and co-authored the company’s expansion into the corporate world.
As the person responsible for overseeing all operational aspects of the company, Rati Goel has skillfully positioned the organization to strike a balance between adhering to principled values and ensuring profitability for long-term sustainability. Recognizing the importance of establishing robust infrastructure, she has meticulously set up the essential back-end operations required for a technology-driven financial company that strives to uphold ethical practices.
Rati Goel’s expertise and dedication have been instrumental in creating a strong foundation for the company’s growth. With her astute management skills and commitment to delivering exceptional services, she has positioned the organization as a trusted partner for clients seeking comprehensive financial solutions. Her contributions have been pivotal in establishing the company’s reputation for integrity and reliability in the industry.