Investment & Financial Advisory Services

Investment Advisory, Wealth Management and Distribution

JM Financial Services is amongst the most respected names in the Indian capital market. We are one of the largest brokerage firms in India, with a presence in over 130 cities, partnering with more than 480 Business Affiliates and 36,000 independent financial distributors.

We offer comprehensive investment management services including Equity, Derivatives, Wealth Management, Portfolio Management Services, Mutual Funds, Public Offerings and Fixed Income Products Distribution.

Our investors are serviced through three distinct businesses, viz., Wealth Management Group, Equity Brokerage Group and Independent Financial Distributor Group, which draw on the full spectrum of the Group’s resources; research base and expertise, to generate investment ideas for our clients.

The solutions incorporate a wide range of financial products to meet individual client needs, both short-term and long-term.

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Our Services

Equity Brokerage Group

This group focuses on providing a robust trading platform to both, High Net - worth and retail clients through proprietary branches and Business Affiliates. It is supported by technical and fundamental research teams as well as derivative strategists who generate short-term trading ideas. Different teams focus on advisory portfolio, option strategies and equity strategies.

Wealth Management Group

Wealth Management offers advisory services to High Net-worth Individuals and Ultra High Net-worth Individuals (UHNI), corporates and trusts; who require a high level of personal attention and execution expertise in managing their wealth.
We believe that wealth management is more than offering just investment advice; it encompasses all aspects of a client’s financial life. We help clients manage their complex wealth planning challenges and help them benefit from the industry's most promising new ideas. The wealth management plan is tailored to the needs of the client, but has at its foundation, a set of best practices common across all our client relationships.
The Wealth Management team has highly experienced Wealth Advisors, supported by specialists in wealth strategies, portfolio management, client servicing and administration.

Independent Financial Distribution Group

This group services the distribution of financial products to retail investors through independent financial advisors and franchisees. It offers a comprehensive and user-friendly platform for providing real value to the end clients. With a network of over 7,200 active Independent Financial Distributors (IFDs) who distribute various financial products across the country, the firm is amongst the top 4 players in terms of distribution of Mutual Funds, IPOs and Fixed Deposits.

LeadershipTeam

Mr. Subodh Shinkar

MD & CEO, Investment Advisory & Distribution

Mr. Subodh Shinkar is a Chartered Accountant and has over two decades of experience in Investment Banking and Capital Markets.

Independent Financial Distribution Group

Disclaimer

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