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Yes, that's what money and its management is all about as everything in our life revolve around it. Money forms the base of our very existence and hence we need to give it the respect it deserves.
Yes, that's what money and its management is all about as everything in our life revolve around it. Money forms the base of our very existence and hence we need to give it the respect it deserves.
It is said that money cannot buy happiness. However, with the right amount of money available at the right time in your life, you can fulfill many of your dreams and aspirations. How much you work for money does not matter, what really matters is how you make your money work for you.
It is said that money cannot buy happiness. However, with the right amount of money available at the right time in your life, you can fulfill many of your dreams and aspirations. How much you work for money does not matter, what really matters is how you make your money work for you.
At JD Finserv we work with you to create S.M.A.R.T. (Specific, Measurable, Attainable, Realistic, and Time-Bound) goals. We handhold and walk with you in your financial journey, through a mix of investment and insurance products curated as per your needs. Regular reviews help us determine whether your investments are in line with your current, evolving, and futuristic goals.
At JD Finserv we work with you to create S.M.A.R.T. (Specific, Measurable, Attainable, Realistic, and Time-Bound) goals. We handhold and walk with you in your financial journey, through a mix of investment and insurance products curated as per your needs. Regular reviews help us determine whether your investments are in line with your current, evolving, and futuristic goals.
How we can help
How we can help
GOAL
Like every journey has a destination, so does money management. We work with you in identifying your short-term and long-term financial goals and walk with you one step at a time in achieving them.
PLAN
Every goal needs a plan on how it is to be achieved. We work closely with you to understand your aspirations, thereby ensuring that a plan to achieve your goals is tailor-made just for you.
INVEST
Every person’s goal and ability to achieve the goal is different. We ensure that suitable investment and insurance products are recommended to make your journey as smooth as possible.
REVIEW
Ensuring that we achieve what we have set out to is an important aspect of the entire planning and execution process. Periodic reviews ensure that we are on the right path to get the desired results.
CALL +91 98199 59393
CALL +91 98199 59393
for a free introductory Consultation!
for a free introductory Consultation!
TestimonialS
TestimonialS
Jaswant Shah | Businessman
I have been a stock market investor for years, but have never been able to really figure very clearly the returns that I make. Johnson explained how mutual funds help in creating wealth and why a mix of equity and debt products makes for a good portfolio. Now, not only my family's investments and insurance needs but my staff's investments are also handled by Johnson.
Cletus Dsouza | Marketing Manager - ICICI Home Finance
The good part about working with Johnson is that you get educated along with investing. He discussed at length the various options available based on my specific goals and ensured I was completely involved, despite me not having much clue about it. So, whether it is savings or investments or insurance, Johnson's holistic perspective on personal finance is truly unmatched.
Shivani Kadam | Team Leader - Bank of America
I always believed investing to be a fairly complex and difficult process, a myth that Johnson managed to dispel over a 15-minute chat. His ability to explain money management concepts with real-life examples simplified the whole investing process for someone like me who does not understand finance. My wealth creation journey has begun with Johnson as my friend, philosopher, and guide.
Poonam Lohia | Community Lead - Cookpad
I have been investing randomly in mutual funds and shares for a few years now. However, my investments were never structured, and my objectives were not clearly defined. Johnson helped me apply a method and discipline to investing, restructured my portfolio, and made the necessary adjustments to make it easy to manage. Now all my investments are based on his advice.
Sumit Aneja | VP-Projects – Citibank
Johnson has been managing my investments and insurance for the last few years. I find him to be truly interested in the client's interest and someone who provides the best advice based on the client's requirements. He explains everything in detail and I never feel uncomfortable speaking about my concerns. Dealing with him assures me about the safety (betterment) of my finances.
Sanjay Narayanan | Marketing Director - Warner Media
Johnson has been a great help to me with my investments by way of planning, organizing & helping execute my financial objectives with a great deal of insight, thought & customization. He is extremely proactive and goes well beyond what a traditional Investment or Financial adviser would do. I totally endorse him for any Financial investment advice that anyone at any age may need.
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