Welcome To Jeet Finserv
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 Services
Financial Planning
Financial planning 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 Planning
We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal
Portfolio Restructuring
Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment
Goal-Based Planning
Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan to fund them.
Tax Planning
Tax planning is the process of analysing a financial plan or a situation from a tax perspective.
Some Facts
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Our Philosophy
Right People To Partner
We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.
Value Added Services
Rich Product Basket
Client Centric Approach
