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Carve Your Own Identity

JM Financial Services partners with professionals called Independent Financial Distributors (IFDs) to offer a wide range of financial products to suit every investment need With our experience and expertise, we help IFDs build their own business and provide value that fulfils the investment needs of their clients in the most effective way.

Our wide range of product offerings and robust operational support, provides an ideal platform for these entrepreneurs to help grow and nurture their business.

- Why Join US -
50 years
A Financial Services Powerhouse for 50 years

Ideal opportunity for IFDs to be associated with a brand deep rooted in the financial services space.

50 years
Multiple Product Offerings

Access to a full stack of financial products to cater to a diverse client profile, based on their investment objectives and risk appetite

50 years
Sales and Business Development Ideas

Wholehearted assistance by experienced Relationship Managers to establish and nurture business relations

50 years
Business Model

Attractive revenue sharing model with an option to generate income on a continual and timely basis

50 years
In-depth Research & Expertise

Access to insightful research and market updates

50 years
Periodic Training Programs

Value added training programs to enhance market knowledge and sales skills

50 years
Technology Solutions

Our advanced technology solutions, aim to make business operations smooth and seamless

50 years
Dedicated Operational Support

State-of-the-art back office systems coupled with dedicated operational assistance to ensure smooth functioning of daily business

- Invest With #TheBiggerPicture In Mind -
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Stocks
Stocks
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Mutual Funds
Mutual Funds
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Commodities
Commodities
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Exchange Traded Funds
Exchange Traded Funds
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Equity Ninja
Equity Ninja
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Derivatives
Derivatives
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IPOs
IPOs
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Margin Trading Facility
Margin Trading Facility
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- Support Offered -
Product & Sales Training Programs
Our flagship ‘SPARK’ events empower our IFDs and focuses on - Business Development, Product Updates, Asset Allocation strategy, Client Acquisition & Retention among others.
Incentive and Loyalty Programs
Several incentive and reward programs are organized periodically to build engagement with our IFD community, recognising high performing partners.
Query Management System (QMS)
An integrated system enables our IFDs to seamlessly report issues or raise queries and track the closure status with assistance of a centralised helpdesk.
Timely Payouts
Timely settlement of payouts on fixed dates every month and through our standardised structures, IFDs can earn both upfront and trail income.
Mutual Fund Online Investment Platform
This platform is fully integrated with the BSE Star MF platform, where transactions can be carried out electronically in a safe and convenient manner.
Research
Deep insights and research by our in-house experts as well as third party tie ups that help identify and explore several investment opportunities.
Business Dashboard On The Go
Provides a 360 degrees view on the business mobilized and information on various products, brokerage, AUM, MF Redemptions, SIP maturity, SIP ceased and FD maturity.
State-of-the-Art Core Back Office System
Our fully equipped in-house back office systems process millions of transactions accurately across all products enabling our IFDs to invest quality time in their business.
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- Our Distribution Partners Love Us -
customer review
Since 2012, I have been associated with JM Financial. Their staff and management teams have been extremely supportive in their attitude. The Fundastic Dhamaka Contest ensures that all engines are charged when it comes to mobilizing funds for my clients.
Dimple Gandhi
Dimple Gandhi
customer review
I have been associated with JM Financial for 30 years+. I started out by mobilizing fixed deposits but now I am also mobilizing mutual funds. The values system set up by Mr. Nimesh Kampani is fascinating. The trading platform enables faster processing of mutual fund applications and gives information about business and brokerage. The Fundastic Dhamaka also helps me to generate good business worth crores.
Manoj Shah
Manoj Shah
- Frequently Asked Questions -