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Personalized Goal-based Financial Plans

JC adopts a unique investment strategy that keeps personal requirements and time horizon in mind to help individuals in achieving their personal financial goals

Qualified Team of Investment Experts

Our Financial Services team is highly-knowledgeable and is certified to provide investment advice to common investors.

End-to-End Financial Solutions

JC helps an individual in taking sound decisions by providing information about all investment options and the risks associated with them.

What do we have to offer?

Mutual Funds

(MF) is a professionally-managed investment fund that pools money from many investors to purchase securities such as Shares, Bonds & Other Assets.

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Insurance

Insurance enables those who suffer a loss or accident to be compensated for the effects of their misfortune. The payments come from a pool of money contributed by all the holders of individual insurance policies.

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Stock Broking

From that perspective, our equity broking services are beyond just a medium for buying and selling stocks and shares.

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Fixed Deposits

Jayesh Commercial helps you calculate the maturity and interest amount you can earn on your fixed deposit investment.

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Why Choose us

Client-Centered

At our firm, the client always comes first. We are in this business to serve others and make a positive impact on their lives.

Independent

As an independent firm, we are not confined to proprietary products or sales quotas.

Technology

We utilize advanced, comprehensive financial planning software to better serve you.

Team Approach

We are a team of dedicated and experienced professionals specializing in wealth management and financial services.

Who We Are

Our clients are relying on us to provide best financial services. We seek to uphold this by always leading you with integrity.

We enjoy working with other professionals who share our passion for serving people. Whether we are expanding our internal team or working with external partners, such as attorneys and CPAs, we enjoy the opportunity we have to access great human talent to benefit our clients.

The financial markets are ever-changing, making them overwhelming to follow for many. Through an integrated planning process and ongoing education, our goal is to simplify the complex and help you distinguish the noise in the media from your personal financial opportunities.

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Years of Experience

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Satisfied Clients
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Awards Wining

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