What is your Financial Need?

HAPPY RETIREMENT

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What is your Financial Need?

OWN A HOUSE

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What is your Financial Need?

WEALTH BUILDING

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What is your Financial Need?

CHILD'S FUTURE

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WELCOME TO Jay Financial Services

Jay Financial Services for comprehensive financial advisory and product distribution services

At Jay Financial Services our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.

At Jay Financial Services, we offer our services through personal counselling with each of our clients after understanding their various long and short term financial and insurance needs. Our approach is to enable our clients to understand their investments and insurance requirement and to educate them of the various investment and insurance products available so that they can take an informed decision and make proper progress towards achieving their financial goals in life.

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Our Service

01 Client Desk

The Client Desk is a premium offering for our clients that consolidates entire portfolio information, covering every major financial and non-financial product, for an entire family or an organisation.

What We Offer

01 Assessment

Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.

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Product Basket

Mutual Funds
Mutual Funds
A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.
Equity and ETFs
Equity and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
NPS
NPS
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
PMS
PMS
PMS offers HNIs customized wealth management solutions, tailored to goals, risk, and investment horizons in India.
Loan against Mutual Fund
Loan against Mutual Fund
A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
Insurance
Insurance
Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.

Fund Manger Interviews

Mr. Rahul Singh Chief Investment Officer (CIO) - Equity, TATA Mutual Fund With over 27 y...

Mr. Murthy Nagarajan Head - Fixed Income, TATA Mutual Fund Mr. Murthy Nagarajan is the H...

Mr. Harshad Borawake Head of Research & Fund Manager - Equity, Mirae Asset Mutual Fun...

Mr. Mahendra Kumar Jajoo Chief Investment Officer - Fixed Income, Mirae Asset Mutual Fund...
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Assisting clients in fulfilling their needs.

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Awards
Meet our team

Latest Article

Friday, September 26 2025Source/Contribution by : NJ Publications In today's uncertain wo...

Friday, September 19 2025Source/Contribution by : NJ Publications The world of investing ...

Friday, September 12 2025Source/Contribution by : NJ Publications "Don't put all your egg...

Friday, September 5 2025Source/Contribution by : NJ Publications When it comes to buildin...

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Jay Financial Services
Registered Office:
B-703, Pinnacle, Vasant Oscar,
LBS Marg, Mulund West,
Mumbai-400080.

Email: customercare@jayfinance.in

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