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PRIVATE WEALTH
OVERVIEW
JM Financial is a four-decade old institution servicing clients across the financial services spectrum; with a proven track record and capabilities to serve clients. Through the Private Wealth arm, we extend advisory services to Ultra High Net-worth Individuals ($5mn and above), Corporates and Trusts ($15mn plus treasuries) who require high level of personal attention and execution expertise in managing their wealth.
We offer an extensive bouquet of unique products to clients adopting a holistic “One–firm approach” through the group companies of JM Financial that address their Investment Banking and Investment Advisory needs. We are one of the few financial services firms which provide complete family office services to our clients
Our focus is always to deliver the right solution to the right client. Through our offerings on one hand we delve into the Personal Wealth as well as the Business Expectations of our clients. Our carefully hired professionals combine rich wealth management experience with personalized client experience and offer compelling insights to clients on a range of topics.
With a presence in 7 major cities in India i.e. Mumbai, Delhi, Bangalore, Ahmedabad, Pune, Kolkata & Hyderabad, we are well poised to cater to the growing Wealth Management needs of clients.
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FAQs
Private Wealth Management is a specialized financial advisory service tailored to high-net-worth individuals and families. It encompasses comprehensive financial planning, investment management, tax optimization, estate planning, and other personalized services to preserve and grow wealth.
Private Wealth Management services are designed for individuals and families with a significant level of wealth. Eligibility criteria can vary, but it generally applies to those with investable assets well above a certain threshold, typically in the millions of dollars.
Private Wealth Management offers a range of services including customized investment strategies, financial planning, retirement planning, estate planning, tax management, philanthropy coordination, risk management, and often lifestyle services as well.
Private Wealth Management goes beyond traditional financial advisory services by offering a more holistic and personalized approach. It considers not only investment management but also the broader financial needs, goals, and aspirations of high-net-worth clients.
Private Wealth Management professionals work closely with clients to develop and implement effective estate plans. This includes strategies to minimize estate taxes, ensure smooth wealth transfer to heirs, establish trusts, and align the estate plan with the client’s wishes.
Risk management in Private Wealth Management involves evaluating the risks associated with investments and financial decisions. Advisors work to align investment strategies with the client’s risk tolerance, time horizon, and financial goals while considering factors like market volatility and economic trends.
Private Wealth Management often extends beyond traditional financial services. Depending on the client’s preferences, it can include assistance with lifestyle management, concierge services, travel planning, and coordination with legal and tax professionals to create a comprehensive wealth management experience.