Jai Mata Di Financial Solutions Pvt Ltd- About Us

ABOUT COMPANY

Jai Mata Di Financial Solutions Pvt Ltd is a trusted financial services provider, committed to delivering tailored financial solutions that meet the unique needs of our clients. Our expertise spans financial advisory, loan facilitation, insurance services, investment planning, and tax consulting.
We are proud to have been honored with the prestigious Highest Equity Franchisee Award in the Northeast by IIFL Securities. In addition to this recognition, we serve as the Master Franchisee of IIFL Securities, demonstrating our leadership within the sector.
Aditya Vision Limited, one of our prominent listed investments, is a rapidly expanding company with a leading market presence in North India.
Our swift growth in mutual fund assets under management has earned us recognition from numerous Asset Management Companies (AMCs). Our track record is distinguished by exceptional client retention and an impeccable history of compliance, with zero issues reported to date.
At the core of our operations is an unwavering commitment to client service and satisfaction. We assist clients in managing their portfolios by providing expert advice on investment strategies, diversification, and risk mitigation, ensuring they are positioned to achieve substantial long-term capital growth. With a client base surpassing 30,000+, our priority remains delivering personalized solutions to meet the diverse needs of each client.

CORE VALUES

Integrity and Trust

Upholding the highest — ethical standards and building trust with clients through transparency and honesty.

Expertise and Knowledge

Maintaining a high level of expertise and knowledge of our team in the financial industry to offer informed advice and guidance.

Teamwork and Collaboration

Collaborative and supportive work environment where our team work with you, together to achieve your goals.

Risk Management

Employing sound risk management practices to protect clients' investments and minimize losses.

Client Focus and Satisfaction

Prioritising client needs and delivering exceptional service with dedicated RM that exceeds expectations, that results in long-lasting relationships.

OUR EXPERTIES

Financial Advisory

Our experts will create a personalised plan to help you reach your financial goals. We offer services like investment, retirement planning, tax saving, and helping to choose right insurance for you.

Insurance Solutions

Our insurance experts will help you find the right coverage to protect your assets and loved ones. We offer a variety of insurance products, including Team, Life, Health, Home, Auto Insurance and General Insurence.

Loan Facilitation

Tax Consulting & Filing

We love to save our taxes, JMDFSL have a deciacated team specially for you TAX Planning. Our expert tax consultants will help you navigate the complexities of the Indian tax. We know, we Indians love to find loopholes, but with our help, you can do so legally and efficiently. We offer a range of services, including accurate and timely tax return preparation, strategies to minimize your tax liability, and expert assistance in case of tax audits. With our guidance, you can maximize your tax deductions and credits, avoid costly penalties, and achieve peace of mind regarding your tax affairs.

Investment Planning

Our investment experts are here to partner with you on your financial journey. We'll work closely to understand your unique goals and create a personalised strategy that reflects your aspirations. From stocks and bonds to mutual funds and ETFs, we'll offer a range of investment options tailored to your risk tolerance and time horizon.

SERVICES OVERVIEW

Equity Transaction

Our equity transaction platform offers a streamlined and efficient way to buy and sell shares. With advanced technology and dedicated support, you can easily execute trades, manage your portfolio, and stay informed about market trends. Enjoy real-time market data, sophisticated trading tools, the lowest brokerage fees, personalised customer support, a secure and reliable platform, and our lag-free mobile application for on-the-go trading. Experience the difference with our efficient and user-friendly equity transaction platform.

Mobile App

Experience the convenience of managing your finances on the go with the JMDFSL Mobile App. Available on both Android and iOS, our app offers a lag-free user interface for a seamless experience. Track your multiple portfolios, analyze stocks with technical charts and insightful discussions, delve into fundamental analysis, and monitor your mutual fund investments. Our app makes trading easy with intuitive features and real-time market data. With JMDFSL Mobile App, you have your complete financial journey consolidated into a single, powerful platform.

Margin Trading

Our expert team will help you navigate the loan application process and find the best financing options for your needs. We offer a wide range of loans, from personal loans to business financing, home loans, and vehicle loans.At JMDFSL, we offer margin trading that allow you to borrow funds from us to purchase securities, effectively increasing your purchasing power. While this can amplify gains, it's important to understand the associated risks. Our experienced team can provide guidance and support to help you make informed decisions about margin trading. **Consult with your JMDFSL financial advisor before engaging in margin trading.

Stock Selection and Recommendations

Our collaboration with IIFL offers our clients access to expert stock picking and recommendations for intraday, short-term, and long-term investments. Our analysts conduct in-depth research using both fundamental and technical analysis to identify promising opportunities across various time horizons.

Stay informed with our weekly stock market newsletter. Our expert team curates a comprehensive overview of the latest market trends, key updates, and company results. Each newsletter provides valuable insights and analysis to help you make informed investment decisions.

Portfolio Monitoring

At JMDFSL, we understand that keeping track of your investments is crucial for making informed financial decisions. Our portfolio monitoring services provide you with real-time updates on your investment performance, market trends, and risk exposure. Our advanced tools and expert analysis enable you to stay informed and make timely adjustments to your portfolio. With JMDFSL's portfolio monitoring, you can confidently navigate the complexities of the financial markets and achieve your investment goals.

Insurance Services

Our comprehensive insurance services at JMDFSL are designed to safeguard your assets and provide financial security for you and your loved ones. From life and health insurance to home and auto coverage, we offer a wide range of products tailored to your specific needs. Our experienced team will work closely with you to ensure you have the right protection in place.

Insurance Claim Settlement

Our insurance claim settlement services at JMDFSL provide expert guidance, efficient processing, and strong negotiation skills to ensure a smooth and satisfactory resolution. We are committed to protecting your rights and advocating for your best interests throughout the claims process.

Mutual Fund Recommendation

At JMDFSL, our team of experienced financial advisors is dedicated to providing you with personalized mutual fund recommendations that align with your unique investment goals and risk tolerance. We understand that navigating the vast landscape of mutual funds can be overwhelming, and our goal is to simplify the process and help you make informed investment decisions.
Our mutual fund recommendation services include:

In-depth analysis: Our experts conduct thorough research and analysis of mutual funds, considering factors such as fund performance, expense ratios, investment strategies, and risk profiles.
Personalized recommendations: We tailor our recommendations to your specific financial situation, time horizon, and risk tolerance.
Ongoing monitoring: We continuously monitor your investments and provide regular updates on market conditions and fund performance.
Portfolio rebalancing: As your financial circumstances change, we can help you rebalance your portfolio to ensure it remains aligned with your goals.

HOW JMDFSL HELPS WITH YOUR FINANCIAL PLANNING ?

Financial planning is essential for achieving your long-term financial goals. Whether you're saving for a home, planning for retirement, or funding your child's education, a well-crafted plan provides a roadmap to navigate the complexities of personal finance and make informed decisions.

At JMDFSL, our experienced financial advisors offer personalised guidance tailored to your unique needs and goals. We work closely with you to understand your financial situation, risk tolerance, and time horizon. Based on this information, we develop a comprehensive financial plan that outlines your investment strategies, retirement planning, tax optimisation, and risk management.

OUR JOURNEY

Meet The Team

Our team has grown to a robust size of 50 members and continues to expand, with the addition of 25 Sub Brokers further strengthening our network.
This growth reflects our commitment to providing exceptional service and expanding our reach in the industry. Each member of our team, including the Sub Brokers, plays a crucial role in driving our success, ensuring that we consistently meet the evolving needs of our clients while maintaining the highest standards of professionalism and expertise. As we continue to grow, our focus remains on fostering collaboration, innovation, and excellence in all aspects of our operations.