1500 +

Investors

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Families

Welcome To Adviserjk

Your Wealth Doctor

Welcome to Adviserjk, your trusted partner in navigating the complexities of financial planning. We specialize in providing expert advice and personalized solutions in mutual funds, insurance, and comprehensive financial strategies. Our foundation is built on years of experience and a deep understanding of the financial markets. We are committed to staying abreast of the latest industry trends and regulations to ensure our clients receive the most up-to-date and effective advice. Our Mission: To provide our clients with the knowledge, tools, and support they need to achieve their financial aspirations, while building lasting relationships based on trust and integrity.

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Our Service Plan

Services We Offer

Mutual Funds

Mutual funds are financial instruments which invest in a portfolio of securities. These securities may be stocks, bonds, money market instruments, gold, silver and real estate investment...

AIF

Alternative Investment Funds (AIFs) have emerged as a dynamic investment avenue, offering diversification and unique opportunities beyond traditional asset classes....

PMS

Portfolio Management Services or PMS, is a service offered by the Portfolio Manager or an asset management company, is an investment portfolio in stocks, fixed income, debt...

How Adviserjk Works in your Best Interest

Monthly Investment

AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO

Bank

₹ 22.36L

@3% Return

Fixed Deposit

₹ 34.82L

@6% Return

Gold

₹ 56.48L

@9% Return

Sensex

₹ 79.53L

@11% Return

Mutual Funds

₹ 1.14Cr

@15% Return

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How Can We Help ?

Check Your Risk Profile

We will ask you a set of questions to
get to know you!

Check Risk Profile
Step up the SIP annually

As your income increases annually you should increase your SIPs too. This not only helps you create a bigger corpus, it also helps you reach your goals earlier.

Difference is huge

Your SIP corpus can be 36% more in 20 years period. Example - 10% SIP Top up on Rs 10,000 monthly SIP in NIFTY 50 for 20 years period

Reach goals faster

Yes, through Top up SIP you can reach your goals earlier. Example - to reach a goal of Rs 1 Crore it takes 17 year through 10% SIP top up while it takes 20 years through regular SIP (assuming 12% return)

Are you still doing a Regular SIP. What about a Step up SIP to reach your goals faster

SIP of Rs 10,000 in NIFTY 50 Index with annual top up of 10%

Our Latest Blog

Leveraging the PSU rally ...

Indian equities are one of the brighter corners of sunshine in the global market...

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Continued benefits of deb...

On 24th March 2023, the Finance Minister proposed an amendment to the Finance Bi...

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How SWP and STP Taxation ...

Systematic Withdrawal Plan (SWP) and Systematic Transfer Plan (STP) are mutual f...

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Our Latest News

Edelweiss Mutual Fund lau...

The scheme shall seek to generate long-term capital appreciation by investing in units of actively managed debt oriented ...

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Sundaram Mutual Fund laun...

The Investment Objective of the Scheme is to provide long-term capital growth to its Unitholders by following a multi fa ...

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Nippon India Mutual Fund ...

The primary investment objective of the scheme is to achieve long-term capital appreciation for its investors. This obje ...

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