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Our Services
Choose Your Personalized Financial Plan
Wealth Coaching & Financial Literacy Programs
Empower Your Financial Journey Through Education
Build confidence with knowledge-driven strategies tailored to your goals.
Financial Literacy Programs:
- Budgeting & Debt Management: Learn to create sustainable budgets and reduce debt.
- Goal Setting & Retirement Planning: Define short/long-term goals and build retirement strategies.
Investment Strategy Education:
- Courses on portfolio structuring, asset diversification, and risk profiling.
Tax & Repatriation Guidance:
- Workshops on tax-saving instruments, DTAA benefits for NRIs, and legal fund repatriation.
Investment Solutions & Strategy Implementation
Access Regulated, Transparent Investment Solutions
Product Education & Distribution:
- Mutual Funds & Bonds: Detailed insights into performance, risks, and suitability.
- Portfolio Management Services (PMS): Curated strategies for HNIs.
- Alternative Investments (AIFs): Education on real estate funds, hedge funds, and structured products.
Structured Investment Workshops:
- Interactive sessions on fixed-income products (corporate bonds, NCDs) and equity instruments.
Risk Management & Insurance Advisory
Secure Your Future with Informed Risk Mitigation
Protect what matters most through tailored insurance solutions.
Insurance Product Guidance and distribution:
- Life & Health Insurance: Term plans, health coverage and wealth protection for UHNIs.
- General Insurance: Insights into home, motor, and travel protection.
Investment Product Facilitation
- Personalized evaluations to identify optimal insurance coverage.
- Access Regulated, Transparent Investment Solutions Explore products aligned with your risk appetite and goals.
Estate & Succession Planning
Preserve and Transfer Wealth with Confidence
Ensure your legacy endures for generations.
Estate Planning Workshops:
- Will creation, trust establishment, and legal frameworks for asset transfer.
- Asset Transfer Frameworks: Explore asset transfer mechanisms ensuring efficient transmission of property and wealth.
Succession Strategy Consultations:
- Guided sessions on business succession, wealth distribution, and tax-efficient legacy planning.
- Periodic Review and Revisions: Regular updates of your documents to ensure they remain valid and effective.
Professional Development & Image Consulting
Elevate Your Personal & Professional Brand
Stand out with enhanced communication and leadership skills.
Image Consulting:
- Personal Branding: Craft a powerful professional identity.
- Executive Presence: Master corporate etiquette and workplace professionalism.
Soft Skills Training:
- Leadership & Communication: Workshops on negotiation, team management, and persuasive communication.
Frequently Asked Questions
Find answers to common questions about our financial services and expertise
How do I schedule a consultation?
You can book an appointment through our website by selecting a preferred date and time.
How does Jai Pravasi Wealth Consultancy assist Global Indians and HNIs?
We offer personalized financial solutions, including wealth management, investment planning, and regulatory guidance, ensuring seamless financial decision-making in India.
How do you ensure the confidentiality of financial data?
We implement strict data protection policies in compliance with legal and regulatory standards to ensure the confidentiality and security of your financial information.
What makes your approach different from other financial consultancies?
We focus on educating and guiding clients, rather than just selling financial products, providing strategic, long-term financial solutions for clarity and confidence in every decision.
We are always here for you
OUR LOCATION
26, South Pipeline Road, Palarivattom, Cochin. 682025.
CALL US
+91 9496674663
GENERAL ENQUIRIES
info@jaipravasi.com
AVAILABLE
Mon – Sat 10:00 AM – 6:00 PM
Plan your Future
Book a Free Consultation
Disclaimer:
Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. The owner of this website is not a Registered Advisor under SEBI and certifications from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.
Name of Distributor: BROBIN BABU
AMFI Registered Mutual Fund Distributor (ARN-313262)
APMI Registered PMS Distributor (APRN Code: APRN04295)
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