What we are:
Jayasha Wealth Management is an independent, professional financial planning company providing financial planning services for last 22 years.
’’ Jayasha ‘’ word is derived from owner’s parents first name ‘’Jay’’ & ‘’Asha’’.
We are an organization of knowledgeable professionals whose first priority is getting to know our clients needs today and their goals for the future.
TRUSTED NAME FOR LAST 22 YEARS !!
We strive to build long term financial planning partnerships with our clients by providing integrated financial planning solutions, proactive advice and quality service. We are dedicated to serving needs of individual & corporate establishments. We have wide range of products specifically tailored to meet our client’s financial goals.
TO MAKE INVESTING EASIER & HASSLE FREE !!
We are a complete financial and wealth management Services Company offering a wide range of services viz.Mutual Funds ,equity broking , tax saving schemes( both income tax & capital gain tax) , Insurance , fixed deposits etc.Over the past couple of years we have expanded our services as well as customer base. Based on our integrity and our ability to consistently offer the right advice we deliver the level of service to our customers satisfaction .
FULLY TRANSPARENT AND PERSONALIZED SERVICES!!
We have a dedicated team to cater to the needs and provide priority services to our retail clients , high net-worth individuals, corporate investors, and NRI clients. Our customer can interact with our dedicated team through our website, via email or by visiting our office.
CUSTOMER SATISFACTION IS OUR MOTTO !!
About our Founder:
Mr Pallav Tewari , owner of the company , is a B.Tech(Hons.) , Chemical Engineer,HBTI Kanpur .
He has many certificates related to financial markets viz National Institute of Securities Markets (NISM) certificates on Risk management , Mutual Funds , cash markets , futures & options mkts , depository services ( demat ) etc .
He was awarded many times by UTI Securities Ltd for his outstanding performance in both primary & secondary mkts .
He was also awarded by JM financial services limited in predicting sensex closing on budget day & is presently one of their top premium category authorized person.
He has also been certified as Platinum / Diamond / Gold / Star Key preferred partner by most of the top mutual fund companies for his outstanding performance.