ABOUT US

We Mr. Janardhan Lalwani & Mr. Ashok Lalwani are financial consultant's at present having 1000+ satisfied clients, we help them to achieve their Financial goals with effective and smart investment planning. As a certified Wealth Manager, Mutual Fund and Insurance consultant's recognized by the NSE (National Stock Exchange ), AMFI (Association of Mutual Fund of India), We offer comprehensive financial advisory services. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.

Our Skills

If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.

Mutual Funds85%
Equity and ETFs80%
NPS90%
Loan against MF95%
PMS95%
Insurance95%

Client Services 

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.

OUR TEAM

Started with the sole objective of building a bright financial future for our clients, we ensure quality and hassle free financial advice. Being expert on account of our years of experience, we ensure a specific and goal oriented financial planning as per the need and requirement of individuals. Knowing in and out of various asset class, we can guide you through your financial journey with much ease and clarity.

Mr. Ashok Lalwani
Mr. Ashok LalwaniChief Advisor
Mr. Ashok Lalwani is the Chief Advisor for JMD INVESTMENTS. He has over 35 years of rich experience in the financial services industry. He is known for his deep understanding of the distribution practices and its challenges.
Mr. Janardhan Lalwani
Mr. Janardhan LalwaniRelationship Manager
Janardhan Lalwani is the Relationship Manager, having an experience over 13 years in the financial services industry. He is responsible for investment advisory and portfolio management.

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(ARN:____ Date of Initial Registration:_________& Current Validity:_________).

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