About Us

In a era of constant changing and volatile financial Market, Investors need an Qualified / Trained and unbiased professional to assist them in achieving their short term and long term Investment goal.

Our Mission

Our mission is to Exchange Growth with our valued clients through unbiased robust goal based planning & execute it with alignments of our clients’ needs.

Our Approach

Desire – Emulate – Track – Fulfill. Desire – We look at what is desired from our clients – Be it Creating a lifestyle, covering essentials, planning for unexpected or to leave a legacy.

Our Vision

We want to bring empowerment within each individual to plan & achieve their financial milestones with right road map which depicts our intrinsic values.

Financial Planning with JFS

A Good Financial Plan is a road map that shows us exactly how the choices we make today will affect our future.Check our Sample Financial Plan

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Financial Calculators

 

Education Calculator

This planner helps you to see the future expenditure which will be incurred at the time when your child reach college.

Retirement Calculator

This calculator helps you to see the future expenditure which will be incurred at the time when you are retired form active employment/service.

SIP Calculator

This calculator will help you to visualize the amount which you will get on a regular investment with expected rate of return.

Marriage Calculator

This planner helps you to see the future expenditure which will be incurred at the time of marriage of your children.

Testimonials

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