About Us

JM Financial Services is an award-winning brokerage firm in the Indian Capital markets, offering comprehensive investment management solutions to institutions, banks, corporates, high net-worth individuals and retail clients.

With a wide spectrum of products and services ranging from Equity Trading to Wealth Management Services as well as Portfolio Management Services to distribution of investment products like Mutual Funds, Public Offerings and Fixed Income Products, we are well poised to cater to the varied investment needs of our clients. Our clients are serviced through five distinct businesses, viz., Private Wealth Group, Elite Wealth Group, Portfolio Management Services, Equity Brokerage Group and Independent Financial Distributor Group, each providing customized offerings to correspond with the relevant investment objectives and risk appetite.

While our Private Wealth Group offers a high level of personal attention and execution expertise to Ultra High Net-worth Individuals (UHNI), corporates and trusts in managing their wealth. Our Elite Wealth Group focuses on Elite clients, presenting them a distinguished offering encompassing comprehensive personal investment solutions. Our Portfolio Management Services assists clients in achieving their investment objectives through a rational and disciplined approach while constantly assessing risk factors. Our Equity Brokerage Group focuses on providing a robust online and offline trading platform to both, High Net-worth and retail clients through own branches and Business Affiliates. Furthermore, with strong network of Independent Financial Distributors we reach out to a retail client’s need of investing in Mutual Funds, IPOs and Fixed Deposits.

Each of these businesses has been established on the back of superior product knowledge, insightful research capabilities and exceptional execution skills. Our team of adept professionals, bring with them years of experience and expertise in the financial markets space which had led to resounding success in customer satisfaction consistently.

Moreover, the firm has the leverage of drawing from the adroit resources of the parent company, JM Financial Group, which is a financial services powerhouse with reputation of pioneering and providing innovative financial solutions.

We are a skilled team of professionals who bring varied talents, knowledge and experience to the workplace, contributing greatly to the growth of our businesses. Our group is proud to have won several national and international accolades for our insightful advice and execution skills.

We have to our credit several awards and accolades in recognition of our continuous efforts in bringing the best of our financial services to our clients.

With our presence in over 205 cities in India championed by a well-constructed network of over 775 Branches & Business Affiliates as well as over 9,000 active Independent Financial Distributors, we are well equipped to evolve and progress with the ever-changing dynamics of the financial markets.