‘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.
I had reached the time in life when my basic financial needs were met but I was eager to enhance my return as the traditional fixed deposits were not gaining a positive return post inflation.
When Janaki approached me for investment in equity mutual funds to get that additional return more than what fixed deposits could give me, I immediately started off with systemic investments. I regularly increased the amounts as I gained more knowledge on the working g of these funds.
Today I know how the market works and have funded my travel to different places around the world through my mutual fund gains.
I appreciate JRS Wealth holding my hand through the highs and lows throughout my investment period and offering timely advise so that I stick to my goals.
On hearing about the importance of financial planning at a session conducted by Janaki at my workplace, I later met Janaki of JRS Wealth, with my husband and got a detailed financial plan made from her on the basis of our existing savings and our monthly salaries and outgoings. Our financial goals were enlisted and measured and we immediately started on our systematic investment journey at the start of our career. Later as our income increased, we added to our investments and could plan for additional goals including higher education expenses for our child.
With the help of JRS Wealth, I could plan for my son’s higher education expenses and was rest assured that the money was available when it was required.
A combination of investment in debt and equity was made for this purpose.
Leave your money with them & relax! #Stressfreelife
Highly recommended! Literally “paisa vasool” Kudos to the team 👍 …
You can trust them with your money for the best possible returns... Highly recommended...
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.
Read MoreFinancial portfolios need to be reviewed on a timely basis to gauge performance.
Read MoreMost 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.
Read MoreWe provide special services for NRI's in terms of helping them understand how to invest in India while continuing to earn abroad.
Read MoreIf its assumed that 2/3rds of life is working and 1/3rd is retired. Monthly spends in retired life can be determined.
Read MoreWe offer services like incorporation of a Company/LLP/Partnership, annual filings, compliance with applicable laws etc.
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