Welcome To Jeet Finserv
A reputed name for comprehensive financial and product distribution services
We are managing an ASSET UNDER MANAGEMENT of more than 180 Crores. We are associated with more than 1000+ families in INDIA as well as abroad. We have helped open more than 1200+ E-wealth accounts for smooth and efficient capital market transactions. We have more than 34 years of experience in the financial advisory field and are continuing to dedicatedly work towards our clients.
VISION: At JEET FIN SERV, our vision is to provide you with the most ideal solutions in wealth management for your overall financial well-being. It is our mission to reach to a maximum number of clients and make a positive, worthwhile impact in their lives and help them realize and achieve their responsibilities and financial goals in life.
We are managing an ASSET UNDER MANAGEMENT of more than 180 Crores. We are associated with more than 1000+ families in INDIA as well as abroad. We have helped open more than 1200+ E-wealth accounts for smooth and efficient capital market transactions. We have more than 34 years of experience in the financial advisory field and are continuing to dedicatedly work towards our clients.
VISION: At JEET FIN SERV, our vision is to provide you with the most ideal solutions in wealth management for your overall financial well-being. It is our mission to reach to a maximum number of clients and make a positive, worthwhile impact in their lives and help them realize and achieve their responsibilities and financial goals in life.
Our Service
Financial Assessment
Financial assessment is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict.
Portfolio Review
We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.
Retirement needs Assessment
We assisti n wealth building for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that needs
Portfolio Restructuring
Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment
Goal-Based Assessment
Goals-based assessment is the process of helping our clients prioritize their financial needs and determine the optimal way to fund them.
Tax Planning
Tax planning is the process of analysing a financial plan or a situation from a tax perspective.
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Our Philosophy
Right People To Partner
Nothing influences and concerns us more than your long-term interests. Hence, we have designed everything possible to match your needs and ensure that you benefit first and the most.
Value Added Services
Value Edition
Experience
