Experience Our Private Wealth Services
JM Financial is over a five-decade old institution servicing clients across the financial services spectrum; with a proven track record and capabilities to serve clients. Through the Private Wealth arm, we extend advisory services to Ultra High Net-worth Individuals ($5mn and above), Corporates and Trusts ($15mn plus treasuries) who require high level of personal attention and execution expertise in managing their wealth.
We offer an extensive bouquet of unique products to clients adopting a holistic “One–firm approach” through the group companies of JM Financial that address their Investment Banking and Investment Advisory needs. We are one of the few financial services firms which provide complete family office services to our clients Our focus is always to deliver the right solution to the right client. Through our offerings on one hand we delve into the Personal Wealth as well as the Business Expectations of our clients. With a presence in 7 major cities in India i.e. Mumbai, Delhi, Bangalore, Ahmedabad, Pune, Kolkata & Hyderabad, we are well poised to cater to the growing Wealth Management needs of clients.Our wide range of product offerings and robust operational support, provides an ideal platform for these entrepreneurs to help grow and nurture their business.
Cohesive Personal & Business Offering:
We advise clients on investing in multi asset classes, designing and implementing long term personal financial plan as well addressing the Business expectations of raising capital and corporate financing for our clients.
Experienced World Class Advisors:
Access to the experts that includes wealth managers, product specialists, Investment banking teams, Industry specialists and analysts who see strategic investment opportunities across and beyond sectors.
Goal-Based Planning Approach:
Our approach is oriented towards understanding client’s, objectives, priorities and overall financial expectations. We offer a goal based planning approach while providing newer and deeper insight into market trends and opportunities.
Through our Family Office offering we endeavor to serve as a custodian or a CFO of the investment, legacy and business needs of wealthy families. We present a unique platform to access innovative investment ideas and deals across the product spectrum of JM Financial Group. Family offices are being established because of wealth holding families desire for greater control over their investments and fiduciary affairs, as well as lifestyle management.
- Ensuring that wealth is transferred to future generations
- Consolidating assets
- Increasing wealth management efficiency
- Preserving family wealth
- Sudden influx of liquidity
We have been associated with JMFS for 17 years and we are proud to be with such a renowned financial market services provider. Right from the first da
I have been trading with JMFS for last ten years. I have found JM to be one of the best stock trading firm on the basis of their research team in the
I am with JMFS since 5 years. Udaybhai from JM was the person who advised me wonderfully in Trading as well Investing aspect. He helped me generate go