• AMFI Registered Mutual Funds Distributor
  • support@jasrajfinserv.com
  • 022-41202999

Your Partner in
Financial Progress

We walk with you at every stage of your financial journey—offering clarity, simplicity, and ongoing support. Whether you’re working toward life goals or securing your future, we’re here to help you move forward with confidence.

Serving 150+ affluent clientele of founders, CXOs, and family offices.

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Happy Clients

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Relationship Spanning

Welcome to Jasraj Finserv

With a strong foundation in financial services and over a decade of experience, we focus on simplifying investment-related decisions for individuals, families, and businesses. As an AMFI Registered Mutual Fund Distributor, Certified Financial Planner (CFP), and Qualified Personal Finance Professional (QPFP), our aim is to help clients stay informed and confident in their financial journey. Our approach is transparent, goal-oriented, and tailored to each individual’s unique requirements.

Wide range of mutual funds across categories

Convenient digital onboarding and portfolio tracking

Dedicated support for long-term financial goal achievement

Simple tools and resources to assist in decision-making

Why Choose Us

Zero Paperwork

Efficiency

Transparent

Zero Fees

Safety & Complaince

Trustworthiness

Dedication

Asset Allocation

Professionalism

Customer Friendly

Portfolio Review

Available for you

How We Work

Understanding You

We begin with a conversation to understand your goals, needs, and where you stand financially.

Strategy Presentation

Based on the inputs shared, we design a customized approach and walk you through it, addressing all your questions.

Execution

We help you take the necessary steps and ensure everything is aligned with your objectives.

Ongoing Review

Your investments are reviewed regularly, with timely updates and meaningful insights to keep you on track.

Start Investing, Start Growing!

Asset Allocation

Get assistance in Asset Allocation

One Click Transact

Invest / Redeem / Transact -hassle-free

Consolidated Multiple Asset Classes under one login

View Complete Family Portfolio at one place

Multi Asset Investment App

Access anywhere, anytime

Transact seamlessly, switching between our app and website.

Download our Mobile App

 

Our Services

What we offer

Goals

Goal Based Investing

We will work with you to create a comprehensive investment roadmap that’s tailored to your financial-and life-goals because we understand that more than just a portfolio, you need a blueprint.

Starting a Business

Secure the capital you need to launch your dream venture. Let your investments work while you focus on building something meaningful.
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Children's Education

Prepare early to give your child access to the best opportunities. Smart financial decisions today can open doors to a brighter future.
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Happy Retirement

Enjoy peace of mind and freedom in your golden years. Ensure a steady income and comfort after decades of hard work.
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Create Wealth

Build a strong financial foundation through consistent and disciplined investing. Turn small steps today into big achievements tomorrow.
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Dream Wedding

Celebrate life’s special moments without financial stress. Plan ahead so your big day is everything you imagined—and more.
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Vacation

Take that well-deserved break with confidence. Save smartly and travel without compromising your lifestyle.
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Customer Reviews

Success Stories from Our Clients

Nitin Sharma
Client

Jasraj Finserv LLP has been our adviser for many years now. They have consistently offered sound and appropriate financial advice. They always spend time discussing and explaining different opportunities for investment with us considering our circumstances and attitude towards risk.

Rasmi Jain
Client

We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.

Blog

Latest Post

Why prepare for Retirement
Latest Post
Jasraj Finserv April 28, 2025

Why prepare for Retirement

Retirement marks a new chapter in life—a time to relax, pursue hobbies, and enjoy the…

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Why Invest During Bad Times
Latest Post
Jasraj Finserv April 28, 2025

Why Invest During Bad Times

In the world of investing, timing the market is often less effective than time in…

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Role of Mutual Fund in attaining financial independence
Latest Post
Jasraj Finserv April 28, 2025

Role of Mutual Fund in attaining financial independence

In the pursuit of financial independence, the right investment tools can make all the difference.

Learn more

AMFI registered Mutual fund Distributor

ARN - 303517

Date of initial registration: 07/08/2024

Current validity: 07/08/2027

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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. We are not a Registered Investment Advisor and we do not change any fee to our clients.

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