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- We Assist families to achieve their financial goals tailored to their needs - I am a Financial Services professional with about 26 years of Work Experience. I have been SIP Specialist since 2005 and I am AMFI Registered Mutual Fund Distributor (MFD) since 2016. - Our Loan book portfolio is approximately โน230 crores. We have mainly done Home Loans with leading banks including State Bank of India, Bank of Baroda, ICICI Bank and HDFC Bank. - I have cleared NISM Series V-B (Mutual Fund Distribution) & some NISM Certifications. We also manage an AUM of approximately โน58 crore across 230 families (HNWs, Doctors and Resident Indian individuals) helping them to build and / or Preserve Wealth






Amenities and service options for this business are being updated. Contact them directly for details.
Silver Arch, near Lokhandwala Complex, Shastri Nagar, Andheri West, Mumbai, Maharashtra 400053
Great experience with JS Finserve. The team is...
Great experience with JS Finserve. The team is professional, supportive, and provides excellent financial guidance. Highly recommended!
Huge thanks to Jaspreet for the outstanding support with my...
Huge thanks to Jaspreet for the outstanding support with my loan processing and banking facilities. The service was prompt, efficient, and highly professional. Highly recommended for anyone looking for a smooth banking experience!
Best advisory company and loan company. Jaspreet has always...
Best advisory company and loan company. Jaspreet has always suggested things in a smoother manner.
Jaspreetโs product knowledge is commendable and tries to...
Jaspreetโs product knowledge is commendable and tries to help his clients to the best possible extent. My experience is always amazing since the day I connected with him for account opening, to portfolio management. Even I referred my wifeโs account to be managed by Jaspreet and we are very much happy.
I am very satisfied with the service from NJ. Timely...
I am very satisfied with the service from NJ. Timely assistance, good guidance and excellent market analysis. It is pleasure doing business with you since 2018.