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Expert Advice for Maximizing Your Returns and Building Wealth



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Start Your Investment Journey with Us

Get Master Advisory to build your Personalized Portfolio Tailored to Your Needs

Book a Call to Grow Your Wealth Now

Meet the Masters of Investment With Years of Expertise in Building Wealth

₹ 50,000Cr
Previously Managed

20Years
Of Expertise

What Makes
Jekota
Different?

  • Get your first Portfolio Review for free!
  • We charge for our wealth advisory services quarterly.
  • Pay only when you're satisfied with our advisory services.
  • We do not charge for those products that are chargeable at RMoney Like- Corporate FDs, Bonds, and insurance.
  • We charge for those products that are not chargeable at RMoney like Direct Mutual Funds and if you have selected a Discounted brokerage plan for stock trading you will be charged.
  • We will charge only 0.5% per portfolio with a minimum size of Rs. 10 Lac.
  • Charges will be applied to the portfolio, including the investment in the stock portfolio.

Who is it for?

  1. Investors with a minimum of 5 lac of investible amount.
  2. Passive Investors who are seeking personalized advice.
  3. Investors seeking cost-effective services with smaller portfolios.
  4. Investors seeking diversified asset allocation.
  5. Socially conscious investors.
  6. Busy professionals with demanding careers often lack the time to meet with traditional wealth advisors face-to-face.

Note: Not for those who are Active Traders.

Why Online Wealth Advisory is better than Traditional Offline Wealth Advisory?

Feature Traditional Offline Wealth Advisory Online Wealth Advisory
Payment obligation Compulsory Payment Pay Only When Satisfied
Fees High Charged 0.5% of investment portfolio only (min.investement 5L)
Accessibility Not available for small amount investors Always Available
Advisors Usually Not Trained Trained Advisor
Advisory Level Single Level Advisory Multiple level advisory
Portfolio Review Review your portfolio only after payment Quaterly review your portfolio irrespective of payment
Time Takes a lot time as physical meeting required Time Save as not required physical meet
Accessibility for non-traditional clients May not be well-equipped to serve non-traditional clients Well-suited to serve non-traditional clients with diverse needs and preferences
Financial wellness focus Often solely focused on investment performance May offer broader financial wellness guidance, including budgeting, debt management, and retirement planning
Human error Susceptible to human error Technology-driven approach reduces the risk of human

Zero
Brokerage

Disclaimer:
Investments in securities market are subject to market risks, read all the related documents carefully before investing.

Direct Mutual Funds

Get Personalized Advisory for the best Direct Mutual Funds.

Benefits Of Direct Mutual Funds

  • No Middlemen Involved
  • Tax Benefits
  • Convenient Investment
  • Transparency
  • Easy to Switch
  • Flexibility

Invest Wisely, Grow Steadily with Corporate Fixed Deposits

Our Advisory Service helps you choose the right Corporate FDs, ensuring stability and
optimal returns aligned with your financial objectives.

Why Corporate FDs are the Investor's Best Friend

  • Higher Interest Rates
  • Stability
  • Flexible Tenure
  • Liquidity
  • Tax Benefits
  • Investor-Friendly
Book a Free Call to Get Expert Financial Advice

Get Personalized Advisory for your Perfect Bond mix
that Fits your Risk Comfort and Goals.

  • Corporate Bonds

    Corporate Bonds are your Gateway to Steady and Trust worthy Investments

  • G-Sec

    Safeguard Your Investments with G-Secs: A Reliable Choice in an Uncertain World.

  • NCD - Non - Convertible Debenture

    Unleash the Power of NCDs in Your Portfolio with Steady Returns and Minimal Risk

Book a Free Call to Get Expert Financial Advice

Build a Quality, long-term Portfolio with Our Expert Advisory of Fund Managers.

Portfolio Management System (PMS)

Maximize Returns and Minimize Risks with Our Expert Portfolio ManagementServices. Minimum investment = Rs. 50 Lakhs

Alternative Investment Fund (AIF)

Take Your Investments to the Next Level with AIFs: The Smart Choice for Modern Investors.Minimum Investment = Rs. 1 Cr.

Book a Free Call to Get Expert Financial Advice

Plan, Protect, and Prosper

Get expert guidance and secure your wealth from unexpected Events.

  • Life Insurance

  • Health Insurance

  • General Insurance

About Us

Meet Manoj Agarwal, the founder of Jekota. He started helping people with their money in 2004. He believes in putting clients first, and this helped him succeed.

In 2012, things got tough. He spent all his money to take care of his dad, who got sick. This made him realize how important it is to control your money for a meaningful life.

COVID-19 showed him that life is about more than just money. He thinks we should live our best life now, not wait for later.

His way is simple: he focuses on dreams and builds a money plan around them. He has helped many people, including executives and celebrities, live their dream lives. His message is clear: take control of your money, live a balanced life, and make your dreams come true.

At Jekota, we are more than just a wealth management advisory firm; we are your financial partners in the journey to your growth. With a strong commitment to helping you achieve your financial goals, we offer personalized wealth management solutions designed to your unique needs.

Our Vision:
Our goal is to be your trusted partner on your financial journey, offering simple and smart solutions to help you thrive and secure your future

Frequently Asked Questions(FAQs)

Q1. Why choose Jekota ?

We are India's leading wealth management advisory firm, with a proven track record of success. We offer a wide range of wealth management services and products to meet the needs of all our clients. We are committed to providing our clients with the highest level of service and support.

Q2. Our approach to wealth management ?

We take a holistic approach to wealth management, considering all aspects of your financial situation, risk tolerance, and investment goals. We work with you to create a customized wealth management plan that is designed to help you reach your goals.

Q3. Our team of wealth advisors

Our team of wealth advisors is experienced and qualified, with a deep understanding of the Indian financial markets. We are committed to providing our clients with objective and unbiased advice.

Q4. Our commitment to our clients

We are committed to providing our clients with the highest level of service and support. We believe that everyone deserves to have access to professional wealth management advice, and we are here to help you achieve your financial goals.