Strategy-Driven.
Outcome-Oriented.
Your Wealth, Your Way.
At JM Financial Wealth, we don’t just manage capital — we give it direction. Our solutions are designed to serve the full spectrum of your financial journey — from protecting today’s assets to building tomorrow’s legacy.
Fixed Income Strategies
Defend Wealth with Intelligent Downside Protection
We curate low-volatility, income-oriented products designed to protect capital while delivering consistent returns.
Bonds & NCDs
Access high-grade corporate issuances favoured by institutional investors. Our selection offers attractive yields, robust credit quality, and confidence that your principal remains safeguarded.
Debt Mutual Funds
Access to leading debt managers across duration, credit, and sector strategies — delivering risk-adjusted performance that individual bond selection cannot match.
Corporate Fixed Deposits
Premium yields from strong corporate issuers, backed by independent ratings. Ideal for investors seeking fixed, predictable returns with calibrated risk.
Debt PMS
Tailored fixed-income portfolios aligned to your risk tolerance, income needs, and time horizon — combining institutional discipline with personalised ownership.
Equity Solutions
Your Growth Deserves Momentum
From aggressive allocations to balanced strategies, we provide diversified, research-backed avenues for long-term compounding.
Direct Equity
A focused, fundamentals-driven approach that identifies tomorrow’s leaders — companies with resilience, vision, and structural advantages.
Equity Mutual Funds
Access proven investment philosophies through experienced managers renowned for disciplined execution and consistent market-beating performance.
Equity PMS
Bespoke equity portfolios built around your return objectives, risk profile, and investment horizon — with full transparency and institutional-grade oversight.
Long-Only AIFs
Enter the world of sophisticated alternative strategies, from private equity to hedge-style mandates — opportunities traditionally reserved for UHNI investors.
NDPMS (ONYX)
Maintain full control while benefiting from expert research, timely insights, and investment recommendations — ideal for seasoned investors who prefer to steer decisions.
Hybrid Funds & AIFs
Balanced asset allocation that blends equity growth with defensive positioning, capturing upside while mitigating downside across cycles.
Alternate Investment Solutions
Raise Capital Without Disrupting Long-Term Plans
We create liquidity through structured solutions tailored to your personal or business needs.
Non-Convertible Debentures (NCDs)
Institutional-grade funding instruments offering competitive rates and flexible structures far beyond traditional lending channels.
Private Credit
Bespoke financing for complex requirements — including acquisition funding, expansion capital, and working-capital optimisation.
Loan Against Securities (LAS)
Immediate liquidity without liquidating your portfolio. Your investments continue compounding while you access capital efficiently.
All products are subject to risk assessment and regulatory guidelines
Investment Banking Solutions
For Founders, Promoters & Visionaries
We move capital to match enterprise ambition — offering strategic advice backed by decades of sector expertise.
Private Equity / Strategic Investors
Connect with marquee investors who bring transformational capital, operational insight, and a shared commitment to scale.
Mergers & Acquisitions
Execute complex transactions with precision — from market consolidation to strategic exits — engineered to maximise long-term value.
Initial Public Offerings (IPOs)
Transform private success into public-market leadership through disciplined valuation, positioning, and timing.
All advisory is subject to regulatory frameworks and due diligence.
Offshore Investments
Global Diversification, Designed for You
Diversifications across geographies, currencies, and global asset classes with solutions aligned to your risk-return profile.
Offshore Platform
When ambitions extend beyond borders, our Global Wealth Platform provides sophisticated offshore architecture — including our Variable Capital Company (VCC) Fund in Singapore.
The VCC structure delivers flexibility, tax efficiency, and institutional-grade governance, positioning you at Asia’s wealth-creation hub.Engineer your portfolio for global efficiency with structures optimised for tax, estate planning, and multigenerational wealth preservation.
Estate Planning
Wealth That Endures Begins With Foresight
Protect legacy, ensure continuity, and preserve family harmony through bespoke planning frameworks.
Succession & Legacy Planning
Precision-built strategies that minimise tax leakage and enable smooth, structured wealth transition across generations.
Trust Structuring
Sophisticated trust frameworks that protect assets, manage risk, and ensure your wealth is deployed exactly as intended — today and in the future.
Insurance as a Wealth Transfer & Protection Tool
Partner with premier insurers to safeguard family lifestyle, protect business interests, and create tax-efficient wealth-transfer pathways.
Advisory Services
Your Goals Are Unique — So Is Our Advice
We deliver independent, conflict-free guidance rooted in your life goals and liquidity needs.
Your wealth deserves more than management — it demands strategic vision.
We turn complexity into clarity through research-led insights, diversified portfolios, and disciplined risk management aligned with your long-term objectives.Our Investment Committee brings decades of experience and proprietary research to every recommendation.
Beyond markets, we evaluate your full wealth ecosystem — business interests, personal holdings, tax considerations — to craft integrated strategies that elevate overall outcomes.Engineer your financial future with intent, insight, and impact.
