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Overview
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JM Financial is an integrated financial services group, offering a wide range of services to a significant clientele that includes corporations, financial institutions, high net-worth individuals and retail investors.
The Group has interests in investment banking, institutional equity sales, trading, research and broking, private and corporate wealth management, equity broking, portfolio management, asset management, Non-Banking Finance Company activities, private equity and asset reconstruction.
JM Financial Services Private Ltd is the dedicated financial services arm of the
JM Financial Group
. We are one of the largest brokerage firms in India, offering comprehensive investment
advisory and investment management services to institutions, banks, corporates,
ultra high net-worth individuals and Family offices.
With more than three decades of experience & expertise in managing wealth,we our offer clients guidance to grow, protect & transfer their wealth.
An exclusive level of personal attention, research capabilities and in-depth capital
market expertise enables us to design and execute customised investment solutions
for our clients. We provide comprehensive financial planning, research-based investment
consulting services and execution capabilities.
We service our investors through three distinct businesses, which draws on the full
spectrum of the Group’s resources; research base and expertise to generate investment
ideas for our clients. These solutions incorporate a wide range of financial products
to meet individual client needs, both short-term and long-term.
We are among the largest distributors of third party products (Mutual funds/IPO).
We have a strong network of more than 25,000 IFAs spread across india.
We facilitate client transactions with a diverse group of financial institutions,
investment funds, governments and individuals, trading of and investing in fixed
income and equity products and derivatives on these products.
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Milestone
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Leaders In Innovation -
 JM Financial has been a leader in Innovations and introduced various financial instruments in the Indian Capital Markets such as :
• Partly Convertible Debentures
• Non-Convertible Debentures with Warrants
• Zero Interest Bonds
• Secured Premium Notes
• Double Option Bonds & Deep Discount Bonds
Sponsored one of India’s first private sector mutual funds namely JM Financial Mutual Fund (formerly known as JM Mutual Fund)
One of the largest PAN India networks of IPO & Mutual Fund Agents (IFAs)
Instrumental in introducing Book Building process for IPOs in India
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Our Vision
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To be the most trusted partner for every stakeholder in the financial world.
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Our Values
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We have always sought to be a value-driven organisation, where our values direct our growth and success.
Integrity: Integrity is fundamental to our business. We adhere to moral and ethical principles in everything we do as professionals, colleagues and corporate citizens. Our reputation based on our high standards of integrity is invaluable.
Teamwork: We believe extensive teamwork is what makes it possible for us to work together towards a common goal. We value and respect each individual's commitment to group effort.
Client Focus: We always put the interest of our clients before our own. We understand our client needs, seek new opportunities for them, address them and deliver unique solutions as per their expectations. The success of our clients is the biggest reward for us.
Innovation: We understand our clients' needs and develop solutions for the most complex or the simplest, the biggest or the smallest financial transactions, whether for individuals or institutions. Creativity and innovation are key factors to everything we do. We encourage new ideas, which help us address unique opportunities.
Implementation: Our expertise, experience and our continuous focus on the quality of execution ensures effective implementation of our strategies.
Performance: We believe in development of our people and continuously hone our skills, setting higher targets of performance for ourselves. We strive to attract, develop and retain the best talent. We recognize and reward talent based on merit.
Partnership: Our relationships with all our stakeholders reflect our spirit of partnership. Clients see us as trusted advisors, shareholders see us as partners and employees see us as family. We respect, trust and support all our stakeholders.
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Our Team
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Our people bring knowledge, experience and diversity to bear in our every endeavor. Their talent and passion has powered us to the pre-eminent position we occupy in the Indian financial services landscape. We have a team of extremely talented people with ample experience & expertise in different areas like equity research, technical research, wealth management, investment management, derivaties trading & distribution of financial products. In fact, we have hand-picked every one of them to ensure that you get personalized service and that they comply with our strict policy of high ethical standards and practices in all of our businesses.
These professionals work together in defined teams and respond with specialized skills to the specific wealth management needs of each client.
The organization finds its strength in its team of young, talented, confident and committed individuals.
We aim to bring together the smartest minds and the best tools to provide our clients the best of our services.
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Our Philosophy
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We believe self-trust is the first step towards trusting others.
Our philosophy is to provide advisory services to make your investments as successful as you.
For us anything worth doing is worth doing well.
We believe:
• Earning trust is a process (it can be gained and lost every day!)
• Sharing trust creates great teams (whether between employees or between organisations)
• Being trustworthy is the most efficient way of generating and retaining long-term business
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Awards & Accolades
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Year
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Description
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Awarded By
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2012
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Best Performing National Financial Advisor( Institutional )
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UTI & CNBC
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2011
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Amongst Top 3 performers - Primary Market Segment ( IPO / FPO Bids members)
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BSE
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2011
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Amongst Top 5 performers -Mutual Fund Segment
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BSE
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2011
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Highest Broker Grading of BQ1 for Quality of Services and Operations
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Crisil
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2010
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Best Retail Broking House
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BSE and D & B
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2010
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Fastest Growing Equity Broking House (Large Firms )
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BSE and D & B
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2009
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Amongst Top 10 Best Private Banking Services
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Euromoney
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