JRA Corporate services can assess your financial portfolio and help you avoid related pitfalls and ensure that you endeavor to save taxes under section 80(C)

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.

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.

Yes! indeed, as an NRI we provide specialized financial support with aligning a certified financial consultant which will make it easy for you to understand and have a flexible approach as per your requirements.

As an organization, 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.