J2 WEALTH AND INVESTMENTS
J2 Wealth & Investments as name says we are into the business of creation of wealth through investments. We are one of the fastest growing wealth management firms in India with an AUM greater than 500Crore. We serve the financial needs of multi-generational families, high net worth and ultra-high net worth individuals, business owners, endowments, retirees, and individuals. Our holistic approach enables us to create an investment strategy aligned with your unique goals. We embrace solutions leveraging the latest in technology as well as a more traditional investment experience.
We understand your challenges, recognize your problems, offer you solutions, strengthen your financial stability.
We offer a comprehensive suite of savings and investment products across asset classes, which provide income and wealth creation opportunities to our large retail and institutional customer.
We have a dominant position in equity investments, with the highest market share in actively managed equity-oriented funds.
Our strengths lie in delivering simple and accessible investment products for the average Indian household.
Our offering of systematic transactions further enhances our appeal to individual customers looking to invest periodically in a disciplined and risk-mitigating manner.
We work with diverse sets of Investment partners which helps us expand our reach.
We also provide portfolio management services, including discretionary, non-discretionary and advisory services, to high net worth individuals (“HNIs”), family offices, domestic corporates, trusts, provident funds and domestic and global institutions.
We foster long term relationships built on trust, transparency and thought leadership. J2 Wealth & Investments helps more than 500 clients in India and abroad to preserve, protect and grow their legacy. A deep understanding of clients results in a comprehensive range of tailored wealth management solutions for the discerning clients.
Our Investment Philosophy
Trust is our biggest investment in a business.
J2 Wealth is a wealth managing firm founded in 2019 with a focus on the various investment opportunities. Trust is our biggest investment in a business. We recognise management is the captain of the ship, encourage maximum freedom and anchor our fortunes to business results that are win-win.
To be a dominant player in the Indian wealth management space recognized for its high level of ethical and professional conduct and a commitment towards enhancing investor interests.
To be synonymous with problem solving and global talent while ethically offering top quality services through continuous learning, adaptability, and innovation.