About Us

adviserjk: We are Financial services provider. Mutual Funds registered Distributor with AMFI, beingin similar services for over 15 years, we offer a wide array of products and services, which includes

• Integrated Financial goal planning
• Wealth management
• Tax advises
• Risk Protection – i.e. Life Insurance, Health Insurance and General Insurance

adviserjk serves over 1000 clients, high net worth families, individuals and retail investors. Our aim is to provide independent, high quality and customized solutions. Protection of hard earned money and “Maximizing Wealth” is the first and foremost motive of us.

Our services are individually designed to meet client needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios, offer a comprehensive selection of investments, alternatives that will suit their Financial goals.

Our Vision
To build adviserjk as a trusted brand in the Financial Services.

Our Mission
To provide a wide range of products and services in the field of Financial Services Segment with a commitment to:
• Highest standards of quality at reasonable cost.
• Meeting the general and sophisticated financial goals of our clients.
• Developing, encouraging and rewarding superior performance of our employees.
• Our Motto is to invest your money in mutual funds carefully and safely like own investment.

We specialize in providing expert help to…
- Professionals
- Young Individuals
- Those who started earning recent
- Thosenearingretirement

The most important thing we do first is to listen - what are your dreams; what are the most important things in your life, because only when we know you really we can help you to build a financial plan to encapsulate those dreams and to protect what is most important to you
We will provide services to you on

• Investments
• Insurance & protection
• Pensions & retirement
• Tax & trust planning
• Long term care

We believe that the confidence to pursue all your life's goals starts with a plan.
Impartial advice to help you invest for the best possible retirement and help you understand Pension and importance of regular income during your senior stage of life
We specialize in reviewing your Asset allocation (Financial Status) and finding a better deal to Rebalance to make your dreams come true and retire rich

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