At JM Financial Services Limited, we provide wealth management solutions backed by years of market experience and a deep understanding of industry trends. Take advantage of industry-leading research reports and make informed investment decisions easily via our hassle-free investments.
Equity
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.
Equity Research Services Trading and Demat Global Stock Investment Services
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.
Corporate FDs Debentures Corporate Bonds Government Securities
Mutual Funds
Construct an effective portfolio in line with your investment objectives, customised per your cash flow requirements, investment horizons, and risk profile.
Global/International funds ETF's Debt Funds Hybrid Funds Equity Funds
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.
Angel Investment Funds Alternate Investment Funds (AIF) LRS Structured Products Private Equity / Venture Capital
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.
Non-discretionary PMS Discretionary PMS
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.
Wills and Estate Management Trust Formation
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.
Life Insurance Health Insurance General Insurance