Ajay Anand

Investment Advisor

“It’s not how much money you make but how much money you keep, how hard it works for you, and how many generations you keep it for.” –Robert Kiyosaki

Ajay Anand is an Investment Advisor Representative with Innovative Financial Group, where he works with families and closely-held business owners formulate a strategy to strive to meet and potentially exceed their financial goals. A primary focus of Ajay’s is to assist high-net worth individuals and business owners take advantage of tax-efficient strategies, accumulate and preserve wealth, and pass on their wealth to heirs in the most efficient way.

Ajay started his career as an Investment Analyst with Aon Hewitt Investment Consulting in 2009 after earning a Bachelor’s degree in Finance from Georgia State University. He quickly rose through the ranks to become an Investment Consultant working on institutional retirement plans, endowments, and foundations totaling $20 B in assets. As a Consultant primarily working with retirement plans, Ajay saw first-hand the need for retirement funding and overall financial planning. He believes the work and research he did as an Investment Consultant would be extremely beneficial for families and business owners. In 2016, he decided to take his institutional experience and become an independent Financial Advisor to help families and closely-held business owners. He has a deep passion to help his clients utilize all financial tools available to them while designing a complete plan for their financial future. 

Ajay currently resides in Atlanta, GA with his wife, Payal and their son, Aarav. He frequently travels to Chattanooga to meet with clients as well as spend family time with his in-laws.

Areas of Focus:

  • Estate Planning & Wealth Transfer
  • Retirement Plans
  • Investment Selection & Asset Allocation
  • Tax-Advantaged Strategies
  • Retirement & College Funding
  • Life Insurance
Phone (423) 855-0522
Fax (423) 899-2854