₹ 50,000Cr
Previously Managed
20Years
Of Expertise
Note: Not for those who are Active Traders.
| 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 |
Our Advisory Service helps you choose the right Corporate FDs, ensuring stability and
optimal returns aligned with your financial objectives.
Corporate Bonds are your Gateway to Steady and Trust worthy Investments
Safeguard Your Investments with G-Secs: A Reliable Choice in an Uncertain World.
Unleash the Power of NCDs in Your Portfolio with Steady Returns and Minimal Risk
Maximize Returns and Minimize Risks with Our Expert Portfolio ManagementServices. Minimum investment = Rs. 50 Lakhs
Take Your Investments to the Next Level with AIFs: The Smart Choice for Modern Investors.Minimum Investment = Rs. 1 Cr.
Life Insurance
Health Insurance
General Insurance
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
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.
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.
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.
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.