Frequently Asked Questions
How can JRA Corporate Service help us save Tax
JRA Corporate services can assess your financial portfolio and help you avoid related pitfalls and ensure that you endeavour to save taxes under section 80(C)
What process does JRA Corporate follow to create a Financial Strategy?
We believe that a good Financial Plan is the outcome of a great conversation. Our process begins with a holistic discussion with you, during which we’ll carefully assess your your future goals, your existing investments, assets and liabilities and draft a detailed report. The report will take into consideration your cash flows and available surplus, and aim to bridge the gap between your current situation and your dream future, by suggesting the best investments that are in line with your objectives. The next step in the process constitutes a discussion on the report, during which your Advisor will help clarify your questions and doubts related to the report.
What is the minimum requirement to become a client of JRA Corporate Services?
We have a complimentary client discovery session in which we assess your specific requirements. There on our consulting fee starts from as low as Rs. 5000. What is more important is to understand your Financial Planning process which revolves around identifying important goals and then deciding the amount that needs to be invested as per the requirements.
I am an NRI can JRA Corporate Services help me achieve my financial goals?
Yes! indeed, as an NRI we provide specialised financial support with aligning a certified financial consultant which will make it east for you to understand and have a flexible approach as per your requirements.
Will JRA Corporate services share my private information to a third party?
As an organisation, JRA is 100% committed to the security and confidentiality of your information. We view our relationship with you as fiduciary in nature, and will never disclose your information, investment related or otherwise, to any third party
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