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Where Wealth Meets Purpose

We live in a limitless world of opportunity today where Wealth creation is not just passively driven by the markets It is driven by You - with vision and dedication and the right investment partner who puts you in the driver's seat.

At JM Financial Wealth, we bring a refined, boutique approach to the way your wealth is managed. Our role is to quietly orchestrate excellence behind the scenes — combining comprehensive research, personalised strategy and curated access to bespoke solutions. The result is a wealth journey where clarity replaces noise, opportunity finds you first, and your financial world is designed to grow with purpose.

Why Choose JM Financial Services

Proven Expertise Across
Every Market Condition

With over 38+ years of experience we’ve seen multiple market cycles and gleaned insights for every market condition.

Our Research-Driven
Investment Strategy

Every investment idea is backed by deep research and market intelligence across 15 sectors.

Tailored Investment
Solutions

Unique investment strategies for every unique goal designed for long-term growth, security and independence.

Comprehensive
Product Suite

Whether you seek aggressive growth, income stability, or diversification, we offer options across Stocks, Derivatives, Commodities, Mutual Funds, Bonds all backed by solid research.

Trusted Advisory
Partnership

We champion your wealth with the same passion as our own, powered by a multidisciplinary team of expert analysts, and relationship managers.
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We Bring To You The Bigger Picture

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Wealth Management

Bespoke strategies that shape your wealth, your way.

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Capital Markets

Equity Market Opportunities. Sharp insights. Seamless execution.

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Fixed Income Solutions

Stable, curated fixed-income ideas for measured, long-term confidence.

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Managed Products

Expertly managed solutions built to compound strength over cycles.

Knowledge Centre

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Our Platforms

  • JM Pro
  • JM Pro Web
  • Edge
  • Bondskart
  • BlinkX

Your PRO CODE to Investing

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  • 50K+

    App Downloads

  • 4.2 Rating

A Legacy of Trust & Expertise

JM Financial Group stands at the helm of India’s financial landscape—defined by integrity, insight, and disciplined innovation. With a heritage of excellence and a diversified service model, we deliver end-to-end solutions across investment banking, wealth management, institutional equities, research, trading, and asset management.

  • Enduring Reputation

    For decades, JM Financial Group has earned its place as a trusted institution—respected for its judgment, admired for its consistency, and relied upon by clients across generations.

  • Holistic Financial Solutions

    Our integrated platform provides seamless access to a full spectrum of financial services, offering clients a unified, high-quality experience under one distinguished brand.

  • Commitment to Excellence

    Integrity, transparency, and innovation anchor everything we do. Our pursuit of superior outcomes defines our culture, shapes our decisions, and reinforces our commitment to every client we serve.

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Our Clients Love Us

Anand Kapadia

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For the last 12 years, I have been associated with JM Financial and have handled stock broking, IPOs, mutual funds and perpetual bonds. Their approach has made more knowledgeable about investments. The weekly meetings on Fridays at the branch have helped me to gather sufficient knowledge and expertise on different products, AMC and the market.

Amit Gandhi

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The reputation of JM Financial has been an incredible advantage for our affiliate business. Apart from 24x7 support from the RM, we were also provided with marketing material for our clients. This kind of marketing support, along with the JMFS brand, helped us to face our competitors. Our clients have also benefited from the constant guidance of the Research team.

Jainam Shah

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I am with JM Financial Services since 5 years. Udaybhai from JM was the person who advised me wonderfully in Trading as well Investing aspect. He helped me generate good profits with minimal risk. And I must tell about how good service they provide, every time my queries were solved immediately. Good platform and excellent service.

Proven Performance. Quantified Trust.

Decades of delivery, billions in assets, and thousands of relationships — all measured, all meaningful.

Experience

Presence in Cities

Network of Branches

Active Financial Distributors

No. of Clients

Equity Average Daily Volume

Assets Under Management

No. of Franchisees

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Online Dispute Resolution (ODR)
Online Dispute Resolution (ODR)
E-voting Facility for Retail Investors
E-voting Facility for Retail Investors
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