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JAYY FINVISORS

Elevate Your Wealth, Elevate your Life



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Products

Our Services

Portfolio Management

  • Active portfolio management
  • Risk management and 
    asset protection
  • Regular portfolio rebalancing and monitoring 

Risk Management

  •  Insurance planning and risk assessment
  • Asset protection & wealth preservation
  • Business succession planning

Financial Planning

  • Comprehensive financial planning
  • Budgeting and cash flow management
  •  Education planning and funding

 Loan Services

  • Personalized Loan Solutions
  • Competitive Interest Rates & Streamlined Application Process
  • Flexible Repayment Terms &Fast Approval

 Investment Management​

  • Customized investment portfolios
  • Asset allocation and diversification
  • Access to global markets opportunities

 Retirement Planning

  • Customized retirement plans
  •  Pension and retirement account management
  • Sustainable income strategies

 Family Office Services

  • Multi-generational wealth planning
  •  Family governance and succession planning
  • Philanthropic planning and foundation management

 Estate Planning

  •  Distribute assets according to your wishes
  •  Minimize taxes and fees
  •  Avoid probate
  • Protect assets from creditors


Tax Planning

  • Tax optimization and minimization
  • Tax Saving options



ABOUT US

AMFI-registered Mutual Funds distributor, JAYY FINVISORS brings over 13+ years of experience in providing comprehensive financial services.

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Our Partners


Mutual Funds:

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PMS :

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Insurance :

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Top Mutual Fund Mistakes To Avoid 

Investing in mutual funds has become a popular choice for many Indians due to its potential returns and convenience. However, it’s easy to make mistakes that could hinder your investment success. Here’s a rundown of common mutual fund pitfalls to watch out for and how to avoid them.

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Where to Invest Your Monthly Surplus?

When you have some extra money each month, it can be challenging to decide the best way to invest it. However, putting this extra cash to good use can help you reach both your immediate and long-term financial goals. 

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10 Things to Remember Before Investing for the First Time


Investing is a powerful way to build wealth and achieve financial security, but for those new to the process, it can feel overwhelming. 

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