JRS Wealth

WHO WE ARE

JRS Wealth Managers has been operating since 2003.

‘Many have the will and ability to secure their financial freedom, however fail due to a flawed approach to planning for their financial freedom’

With over 200 happy clients we are happy to impart financial literarcy and share financial knowledge with our clients.

We are associated with the best asset management companies and suggest investment products based on the needs of the client and not based on how much we make. Our empathetic approach helps to ensure the clients money is safe and compounding at the high rate of return.

The USP of the firm, is that we are a friendly entity here to help investors maximise their returns and meet their financial objectives.

Our Products

Mutual Fund

Requirement based products

Insurance

Our Services

Financial Planning

Just like your body needs a workout and diet plan to get fit or keep fit, your personal finances also need a plan to get fit or keep fit. We service both needs.

Periodic Financial Review

Financial portfolios need to be reviewed on a timely basis to gauge performance.

Wealth Management

Its not enough to earn wealth, one must protect it and ensure it grows.

Tax Planning and Filing

Most business owners and professionals need to file their taxes to claim TDS which maybe deducted at source and because it is complulsory to file your taxes.

NRI Services

We provide special services for NRI's in terms of helping them understand how to invest in India while continuing to earn abroad.

Wealth Management Post Retirement

If its assumed that 2/3rds of life is working and 1/3rd is retired. Monthly spends in retired life can be determined.

Business Set up Services

We offer services like incorporation of a Company/LLP/Partnership, annual filings, compliance with applicable laws etc.

"NOW" is The Best Time To Start

"Time In" The Investment is More
Important Than "Timing" The Investment

1.

WHO WE ARE

JRS Wealth Managers has been operating since 2003.