14+
Years of Experience
4000+
Happy Clients
415+
Crores Managed
Trusted
Financial Guidance
Mutual Funds
Build wealth with a wide range of mutual fund schemes suitable for every goal.
Demat & Trading Account
Open Demat and Trading
account and invest in stocks,
ETFs and more.
Financial Planning
Personalized financial planning to help you achieve your life goals.
Mediclaim Insurance
Vehicle
Insurance
Personal Accident Insurance
All Other General Insurance Policy
PAN Card Services
Home Loan Assistance
Real Estate Advisory
1. Endowment Assurance Plan
New Endowment Plan
New Jeevan Anand Plan
2. Plans for High Net Individual
3. Pension / Annuity Plans
New Jeevan Nidhi
4. Money Back Plans
New Bima Bachat Plan
New Money Back Plans
5. Whole Life Plan
6. Term Assurance Plan
Anmol Jeevan-2
Amulya Jeevan-2
1. Endowment Assurance Plan
- New Endowment Plan
- New Jeevan Anand Plan
2. Plans for High Net Individual
3. Pension / Annuity Plans
- New Jeevan Nidhi
4. Money Back Plans
- New Bima Bachat Plan
- New Money Back Plans
5. Whole Life Plan
6. Term Assurance Plan
- Anmol Jeevan-2
- Amulya Jeevan-2
Trusted & Experienced Team
Wide Range of Investment Options
Transparent & Ethical Process
Dedicated Relationship Manager
Regular Portfolio Review
Long-Term Wealth Creation
Our Investment Journey
1
Consultation
2
Goal Assessment
3
Investment Selection
4
Documentation
5
Investment Activation
6
Portfolio Review
What Our Clients Say
Jagapathi Chits helped me plan my child’s education without financial stress. Truly a trusted company.
A trusted company with transparent process and excellent customer support. Highly recommended!
I received funds quickly during my business need. The process is very simple and reliable.
Start Your Wealth Creation Journey Today
Build wealth. Protect your future. Achieve your financial goals with us.
