Quiet, careful stewardship of family investments.
Two generations beside India's business families.
Jalan Financial Services is an AMFI-registered mutual fund distributor. Since 1988, we have executed and serviced investments for over 400 families - alongside insurance solutions and succession support - with the discretion and personal attention family money deserves.
Our practice.
How we work.
Understand.
Every relationship begins with listening: the family's structure, existing investments, obligations and comfort with risk - documented properly, as regulation requires.
Execute.
Transactions are placed accurately and promptly through the NSE platform, with paperwork, KYC and follow-through handled by our back office.
Service.
Consolidated portfolio reporting through our software - on the web and on your phone - capital gains statements each year, transaction support whenever you need it, and periodic reviews of the portfolio.
Most of our client families have been with us for years, and many span two generations. They stay for the same reasons they came: a relationship handled personally, a back office that answers, reporting they can trust, and a firm that treats their affairs as private. We would rather serve fewer families well than many families thinly.
If that sounds like the kind of firm your family works with, we would be glad to meet.