‘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.
Our Clients include students, doctors, lawyers, engineers, sales professionals, architects and interior designers, defense personnel, IT professionals, Senior Citizens and Corporates we are well equiped with handling clients from all backgrounds and professions.
We are proud to serve a client age profile starting from 18 years going upto 90 years.
Our clients also include kids, below 18 years, who due to great financial decisions by their parents and loved ones will have compounded wealth over 18 years when they become adults.
LLB (University of Mumbai)
Certified Financial Planner (Financial Planning Standard Board)
She observed the following cases that made her take the plunge into financial planning and wealth management.
- Highly educated people like Engineers/Doctors/Lawyers had a great knack of making money, however had very little idea with regards to their finances and how to plan and manage money.
- Their choices in terms of spending and investing pointed to a grave need for development of financial literacy.
She started her professional practice of guiding her clients to make better financial decisions and try to educate them on basic concepts related to the subject.
Her vision is to ensure clients of the firm understand finance and make better decisions with respect to their finances to safeguard their financial future.
Chartered Accountant (The Institute of Chartered Accountants of India)
JRS Wealth (2017- present)
Ex - KPMG Singapore (2014-2017)
Ex - Manager Finance -Indo Schottle Auto Parts Pvt. Ltd. (2011-2013)
Ex - Deloitte Haskins and Sells (2008-2011)
MCOM (Symboisis College of Arts and Commerce,Pune University)
Joined JRS Wealth after understanding that prudent and honest financial advice was hard to come by in India and that people were investing their hard earned money in products that they dont need.