Services
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.
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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.
Get In Touch
Lets Protect Your Business, Life And Much More
Protect your business, life, and assets with our comprehensive insurance solutions, ensuring security, growth, and peace of mind for the future.
Kolkata,West Bengal
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.
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.
Contact Us
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
support@foxcreation.net
Testimonial
What Our Client Say
Discover what our satisfied clients say about our expert services, personalized solutions, and commitment to securing their financial future.
Anjali Gupta
Senior developer
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.
Rahul Mehta
Managing Director
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.
Amit Patel
Marketing Manager
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.
Kunal Kumar
Regional Sales Head
I’ve been working with JPS Wealth Advisory for over a year now. I’m extremely satisfied with their service. They helped me understand life insurance ,mutual fund investments .