Financial Planning with JFS

• Through this we want you to achieve your dreams and goals of the future but also help you meet your current needs. Whatever life stage you might be in – either creating wealth or using it near your retirement, our approach of Desire – Emulate – Track – Fulfill – will help you reach your goal.
• Thinking about your future goals and needs one would think
• The requirement to protect oneself from uncertainty
• The legacy one would want to leave
• A corpus to help us reach our goals and live life king size
• All this while meeting today’s requirement and still planning for future.
• We aim to help you achieve all of the above and feel confident in your life.
• We base your financial plan not only on needs, requirements, dreams and goals but on individuals. It is our relationship that matters. The financial planning is based on our personal relationship with the client
• The financial planning process all starts with us knowing more about you.
• We like to listen to your requirement
• Understand your needs and evaluate your situation
• Understand your risk profile and manage investments accordingly.
• Based on all this your advisor will offer you help and guidance to reach financial goals.

We look at helping you meet your needs in a simple yet holistic way:

• Spending Money – to help us achieve the daily essentials
• Short Term Money – To ensure a continuity in your lifestyle
• Long Term Money – To enable you to plan for future, live your life now like in future, prepare for the unexpected, leave a legacy and be financially independent