Your Investment Portfolio with
Launched in 1973, the JM Financial Services Limited Group is one of India’s prominent financial services providers. At JM Financial Services Limited, we offer a wide spectrum of investment products designed for a diverse clientele, ranging from businesses and corporations to financial institutions, high net-worth individuals, and retail investors.
We provide exceptional service in all areas of financial management – be it Investment Banking, Wealth Management, Asset and Estate Management or Portfolio Management. We also offer integrated market solutions curated to your preferences along with an array of Alternate Asset Management, Financing and Lending and Distressed Asset Management solutions.
Know MoreEquity
Explore a wide range of equity products, including direct equity or avail of our industry- leading equity portfolio management services. We help you leverage near-term trading opportunities and generate long-term wealth through equity investments.
Debt
Our intensive screening process helps identify well researched, one of the top-preforming debt securities generating returns while protecting your capital investment. We help you invest in fixed interest-generating and corpus building debt securities.
Mutual Funds
Construct an effective portfolio in line with your investment objectives, customised per your cash flow requirements, investment horizons, and risk profile.
Alternate Assets
Find alternate assets for your investment portfolio, be it real estate, hedge funds, private equity, etc., to provide much-needed diversification to your portfolio.
Portfolio Management Services
If you are looking for specialised products to meet your unique needs, we distribute an array of PMS products from across financial service providers. Our products run the gamut of PMSes, including discretionary, non-discretionary, and advisory.
Legacy Planning
Consolidate and sustain multi-generational wealth to secure the financial future of your loved ones with our legacy planning services. Our strategic partnerships and liaisons with reputed third party service providers ensures your assets are managed and distributed among your heirs exactly the way you envision them.
Insurance
Choosing the right insurance product to suit your specific needs is not an easy task, with so many offerings and so many options to choose from across life, general and Best-in-class. Our team at JM Financial Services Limited can help you at every stage of the process.
We believe it makes sense for you to consider investing through us because of our:
- Strong track record of over four decades as trusted partners to our clients.
- Diversified business model, strong brand and well-positioned to benefit from industry trends
- Consistent track record of growth and profitability
- Dedicated financial services arm offering research-based investment management and comprehensive financial and portfolio planning services
- Personalised service, research capabilities and in-depth capital market capabilities
- Different teams focusing on the portfolio, trading and derivative strategies