Begin your investment journey today.
Step 1: INTRODUCTION
Our initial meeting is a chance for us to get to know each other and understand your financial needs. This consultation is entirely free, and you are under no obligation to continue.
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Step 2: EXPLORATION
In our next meeting, we'll delve deeper into your aspirations and goals. We will conduct a thorough financial health assessment and identify potential investment opportunities.
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Step 3: STRATEGIC PLANNING
Based on your risk tolerance, investment horizon, and objectives, we will recommend the most suitable investment strategy.
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Step 4: GUIDED PATH
At CJ Financial Advisory, we take the reins of your investment journey, ensuring your funds are strategically deployed, allowing you to relax and enjoy the benefits.
Step 5: TRACKING PROGRESS
Success requires monitoring. As your dedicated partners, we will meet with you regularly to assess and review the growth of your investments. As your life progresses, your priorities, market conditions, and tax regulations may change. We will be there every step of the way. This is our commitment to you.
Our Expertise
PORTFOLIO MANAGEMENT SERVICES
At CJ Financial Advisory, our primary expertise centers on delivering specialized solutions for the equity portfolios of our high-net-worth clientele. Our proficiency is underpinned by advanced research capabilities and an in-depth comprehension of the market. With years of experience in data analysis, pattern recognition, and a strong grasp of local dynamics, we are well-equipped to enhance your wealth through investment. Our personalized investment advisory services, in conjunction with access to a curated list of over 45 prominent Indian portfolio management services, are tailored to meet your distinct requirements. This approach guarantees a well-diversified and finely optimized portfolio, focused on achieving maximum returns. As per SEBI guidelines, the minimum ticket size for PMS is set at Rs. 50,00,000. (or A$ 100,000)
MUTUAL FUNDS
Our dedicated investment research team is committed to conducting thorough analysis of the Indian stock market, seeking out growth opportunities while managing risks effectively. With an extensive array of over 5000+ mutual funds in the Indian market, we guide you in pinpointing the most fitting options that resonate with your financial goals. We maintain vigilant watch over market trends and economic indicators, ensuring that our investment guidance remains current and informed by the latest data. At CJ Financial Advisory, we understand that every journey starts with the first step. Our minimum ticket size for mutual fund investments is only Rs. 25,000 (or A$ 500).
TRADING PLATFORMS
We offer access to India's cutting-edge trading platforms, placing financial control at your fingertips. To ensure a seamless experience, we handle your onboarding, documentation, and customer due diligence, simplifying the process for you.
FOREIGN INVESTOR
Living outside of India but eager to be part of India's growth narrative? Rest assured, we're here to support your aspirations.
Investors can leverage India's thriving economy and diverse sectors, including technology, healthcare, and renewable energy, for long-term returns. Participate in the world's fastest-growing major economy with the backing of expert advisors. We will help you surmount challenges, provide invaluable insights into the local equity market, and steer you in the right direction, ensuring your seamless inclusion in India's rapid economic expansion.
TAX PLANNING
Effective tax planning is a crucial component of your investment strategy. At CJ Financial Advisory, we specialize in tax planning for Indian investors, enabling you to reduce your tax burden while optimizing your returns. Collaborating with you, we'll pinpoint tax-saving prospects and guarantee that you make the most of government deductions, including sections 80C and 80DDB, to your advantage.