WELCOME TO JPS WEALTH ADVISORY
Trusted by Generations, Protecting Your Legacy
Preserve your family’s financial heritage with solutions built on trust, expertise, and a commitment to securing your legacy for generations to come. JPS Wealth Advisory is your partner in lasting prosperity.
About Us
Welcome To Our Insurance Advisory
Insurance Solutions Tailored to You
We are a trusted name in the insurance industry, dedicated to providing exceptional service, innovation, and personalized attention. With years of experience and a team of skilled professionals, we take the time to understand your unique needs, ensuring we deliver customized coverage tailored specifically to you.
Expert Guidance for Your Investment Success
In addition to insurance, we specialize in mutual fund investments, offering expert guidance to help you grow and protect your wealth. Our investment solutions are designed to meet a range of financial goals, from long-term growth and retirement planning to creating reliable income streams. With access to a diverse selection of funds and a focus on strategic, thoughtful planning, we work closely with you to ensure that your investments align with both your risk tolerance and future aspirations. Let us help you secure a prosperous financial future.
- Financial Planning
- Retirement Planning
- SIP
- Regular Income Requirement
- Early Retirement
- Lifelong Pension
20
Years of Experience
1024+
People Insured
500+
Happy Retires
100%
Investment Secured
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WHY CHOOSE US
Your Trusted Source For Comprehensive Insurance Coverage And Mutual Fund Needs
We are your trusted source for comprehensive insurance coverage and mutual fund solutions. Our tailored insurance plans protect your assets and loved ones, while our expert-guided mutual fund options help grow your wealth. Count on us for security, growth, and peace of mind every step of the way.
High Saving Potential
Unlock high saving potential with our tailored financial solutions, ensuring maximum returns, secure investments, and a brighter financial future.
Excellent Protection
Experience excellent protection with our comprehensive insurance plans, safeguarding your health, assets, and future against life’s uncertainties.
Easy to Claim
Enjoy a hassle-free experience with our easy-to-claim process, ensuring quick resolutions and support when you need it most.
Managing Your Risks Effectively
Manage your risks effectively with our expert guidance and tailored solutions, ensuring security, stability, and peace of mind.
Our Services
We Ensure Best Insurance & Mutual Fund Services
We ensure the best insurance and mutual fund services, offering customized solutions to protect your assets, health, and future while maximizing returns. Trust us for security, growth, and expert guidance every step.
Insurance Plans
Insurance Plans are policies that talk to you individually and give you the most suitable options that can fit your requirement.
Pension Plans
These policies are most suited for senior citizens and those planning a secure future, so that you never give up on the best things in life.
Unit Linked Plans
Unit plans are investment plans for those who realise the worth of hard-earned money. These plans help you see your savings yield rich benefits .
Health plans
Health plans are more than just coverage; they are opportunities for a healthier, worry-free life. These plans offer the perfect combination preventive care, and financial security.
Micro Insurance Plans
Micro Insurance Plans are not plans but opportunities that knock on your door once in a lifetime. These plans are a perfect blend of insurance, investment and a lifetime of happiness!.
Mutual Fund Plans
Our mutual fund plans provide a wide range of investment options, tailored to your financial goals, risk tolerance, and timeline, ensuring steady growth and long-term security.
Buy LIC Plans Tailored For You!
- Protect my Family
- Health care
- Wealth Creation
- Children’s Future Planning
- Retirement Planning
LIC’s
New Tech Term
- Choose between Level Sum Assured and Increasing Sum Assured.
- Flexible premium options (Single, Regular, Limited), policy term, and the choice to receive benefits in instalments.
LIC’s
Jeevan Utsav
- Guaranteed annual payout of 10% of Sum Assured starts 3-6 years after premium payment term, ensuring lifelong financial security.
- Guaranteed Additions during premium payment term, paired with whole life insurance having a limited premium payment term of 5-16 years, provide enduring benefits.
LIC’s
Amritbal
- Attractive guaranteed additions offered throughout the policy term for consistent growth.
- Maturity age options between 18-25 years with the flexibility to choose single or limited premium payments.
LIC’s
Digi Term
- Flexibility to choose Level Sum Assured / Increasing Sum Assured
- Benefit of Attractive High Sum Assured Rebate
LIC’s
Jeevan Utsav
- Cancer cover is a regular premium, non-linked, non-participating health insurance plan.
- It provides financial protection if the insured person is diagnosed with specified early or major stage cancer during the policy term.
LIC’s
Health guard
- LIC’s Arogya Rakshak is a regular premium, non-linked, non-participating health insurance plan.
- It provides fixed benefit health insurance cover for specific health risks, ensuring assistance during medical emergencies.
LIC’s
Saral Jeevan Bima
- Covers accidental death only within the initial 45-day waiting period from the risk commencement date.
- For non-accidental death in the waiting period, 100% of premiums (excluding taxes)paid.
LIC’s
Index Plus
- Monthly premiums start as low as रु2500/-, offering affordability for policyholders.
- Choice of two funds, including up to 100% in selected NIFTY 50 stocks, alongside guaranteed additions for policy value enhancement.
LIC’s
SIIP
- Combines life insurance coverage with investment opportunities through unit-linked funds.
- Allows policyholders to choose premiums starting at just ₹4,000 monthly via NACH, facilitating personalized financial planning.
LIC’s
Jeevan Azad
- Features a life insurance plan tailored for individuals focused on savings.
- Offers guaranteed income benefits, with a minimum entry age requirement of 18 years, ensuring accessibility for a wide range of individuals.
LIC’s
New Tech Term
- Attractive guaranteed additions offered throughout the policy term for consistent growth.
- Maturity age options between 18-25 years with the flexibility to choose single or limited premium payments.
LIC’s
Jeevan Utsav
- This plan is specially designed to meet the educational, marriage and other needs of growing children.
- The plan can be purchased by any of the parent or grand parent for a child aged 0 to 12 years.
LIC’s
Amritbal
- This plan supports growing children with yearly Survival Benefits from ages 20 to 24, along with a Maturity Benefit at age 25.
- It is a flexible plan wherein the proposer can choose the proportion of Survival Benefits.
LIC’s
New Jeevan Shanti
- This single premium plan offers a choice between Single Life and Joint Life Deferred annuity.
- Guaranteed rates from the policy’s start, with payments post deferment period throughout the Annuitant(s)’ lifetime
LIC’s
Jeevan Akshay – VII
- This Immediate Annuity plan allows the Policyholder to choose from 10 annuity options by paying a lump sum amount.
- The annuity rates are guaranteed from the start, and payments continue throughout lifetime.
LIC’s
Saral Pension
- This Standard Immediate Annuity plan follows IRDAI guidelines, ensuring consistent terms and conditions across all insurers.
- Guaranteed rates, set at policy inception, continue for the Annuitant(s)’ lifetime.
LIC’s
Jeevan Dhara II
- Guaranteed annuity from inception assures immediate financial stability.
- Higher annuity rates at older ages and enhanced benefits for existing LIC policyholders promote long-term financial security and loyalty.
Financially Help
We offer tailored solutions to help secure and grow your financial future.
Insurable Interest
Insurable interest ensures financial protection against potential losses or risks.
Secured Policy
Ensures comprehensive coverage, safeguarding your assets and peace of mind.
Undertaking Risks
Undertaking risks involves careful planning to protect assets and ensure financial security.
OUR PROCESS
Committed to Putting You First, Every Step of The Way
01
Get Quotation
Get a personalized quotation today! Contact us for accurate, affordable insurance and mutual fund options.
Book Now
02
Complete the Application
Complete the application today to secure your insurance or investment plan and start protecting your future.
Book Now
03
Get Insured & Covered
Get insured and covered today with our comprehensive plans, ensuring protection and peace of mind for you.
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TESTIMONIALS
What Our Beloved Clients Say About Us
I am truly impressed with the services provided by JPS Wealth Advisory. Their team took the time to understand my financial needs and offered the best life insurance and mutual fund solutions. Their professional advice and transparent approach helped me make informed decisions. Thanks to them, I now have peace of mind, knowing that both my family’s future and my investments are secure. I highly recommend JPS Wealth Advisory for anyone seeking expert financial guidance.
Anjali Gupta
Senior developer
JPS Wealth Advisory has been a huge asset in managing my life insurance and investments. Their team helped me choose the right policies that offer my family complete protection. I was also guided in selecting the best mutual funds that align with my long-term goals. Their personalized approach gave me confidence, and I truly appreciate their expertise. I highly recommend JPS Wealth Advisory to anyone looking for a trustworthy partner in financial planning.
Rahul Mehta
Managing Director
I’ve always been cautious about where to invest, but JPS Wealth Advisory made the entire process easy. From selecting the right life insurance plan to choosing the best mutual funds, their experts guided me step by step. Their transparent approach, clear communication, and dedication to helping me secure my financial future has been invaluable. I feel more confident about my investments and strongly recommend their services to anyone who wants to build a secure financial future
Amit Patel
Marketing Manager
I’ve been working with JPS Wealth Advisory for over a year now, and I’m extremely satisfied with their service. The team helped me understand the complexities of life insurance and mutual fund investments in a simple and clear way. They listened to my goals and provided tailored solutions, which have already begun to show great results. Their commitment to my financial well-being is evident, and I feel secure knowing my investments are managed by such a professional team.
Kunal Kumar
Regional Sales Head
JPS Wealth Advisory provided excellent guidance on life insurance and investments. Their expertise gave me confidence in securing my family’s future. Highly recommend their professional and reliable services.
Rajeev Patel
Chief Technology Officer
JPS Wealth Advisory helped me choose the right life insurance and mutual funds. Their personalized service and expert advice have ensured my financial security. Trustworthy and reliable company!
Manoj Kumar
Operations Manager
Thanks to JPS Wealth Advisory, I’m now confident in my investment decisions. Their tailored solutions for life insurance and mutual funds have provided me with peace of mind, trust, and financial security.
Suresh Rao
Sales Director
SECURE NOW
Safeguarding Your Legacy, One Policy at a Time
Our team is ready to assist. Reach out to us today for expert guidance and tailored solutions.
Enquire Now
What services does JPS Wealth Advisory offer?
We specialize in life insurance and mutual fund advisory services, offering tailored solutions to meet your financial goals.
How can I choose the right life insurance plan?
Our experts assess your needs and provide personalized recommendations based on your financial goals, age, and health.
What types of life insurance plans are available?
We offer term insurance, whole life insurance, endowment plans, and ULIPs to suit various financial objectives.
What are mutual funds, and how do they work?
Mutual funds pool money from multiple investors to invest in diversified portfolios of stocks, bonds, and other assets, managed by professionals.
How do I invest in mutual funds with JPS Wealth Advisory?
We guide you through selecting the right mutual funds based on your risk tolerance, investment goals, and time horizon.
What is the minimum investment required for life insurance and mutual funds?
Minimum investments vary by plan and mutual fund. Our team will help you find options that suit your budget.
How can I track my life insurance policy or mutual fund investments?
You can easily track your investments through regular updates from us or by using online portals provided by insurers and fund managers.
FAQS
Frequently Asked Questions
We’re here to help! Whether you have questions about our insurance plans, mutual fund options, or need personalized advice, We are ready to assist.
Phone
90389 91027
Email
jpswealthadvisory@gmail.com