Wealth Management

Overview

JM Financial is a four-decade old institution servicing clients across the financial services spectrum; with a proven track record and capabilities to advise clients. Through the Wealth Management 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 adopting a holistic “One–firm approach” through the group companies of JM Financial that addresses their Investment banking, Investment Advisory and Financing needs. We are one of the few Wealth Management firms which provide complete family office services to our clients

Our focus has 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. Our carefully hired professionals combine rich wealth management experience with personalized client experience and offer compelling insights to clients on a range of topics.

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.

Why Join Us

  • Client First

    Providing a compelling value proposition with high compliance as well as acting in the best interests of the clients.

  • Goal-Based Planning Approach

    Our approach is oriented towards understanding client’s priorities, objectives and overall financial expectations. We offer a goal based planning approach while providing newer and deeper insight into market trends and opportunities.

  • Cohesive Personal & Business Offering

    We advise clients on 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.

  • Best In Class Investment Ideation And Execution Platform

    Accurate execution, effective transaction support, regular tracking and timely strategic adjustments to their portfolio, through our superior investment and execution platform.

  • Controlled & Seamless Approach

    Adoption of an institutionalized process comprising wealth operations, thorough internal and external audits, accurate compliance, intensive risk management process and comprehensive client reporting.

  • Dynamic Opportunities

    Creation of new opportunities by matching our capabilities with client needs. We have been forerunners in launching new products across the industry. Click here for our product offerings.

  • Trusted By Corporates

    Amongst the few firms that offer and hold discretionary portfolio mandates from corporate clients for various investments. We have assisted promoters in increasing stakes in their Companies by creeping acquisition or buy backs along with the Equity Capital Markets Group and Institutional Equity Group.

Our Products

Family Office

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.

Reasons for Establishing Family Office

  • Ensuring that wealth is transferred to future generations
  • Preserving family wealth
  • Consolidating assets
  • Sudden influx of liquidity
  • Increasing wealth management efficiency.

Credentials

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