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Our Products Offerings
Insurance
Insurance
We are proud to offer a comprehensive suite of insurance solutions that you can confidently distribute to your clients. Our diverse insurance products are designed to provide financial security and peace of mind, addressing the varied needs of individuals, families, and businesses.
Fixed Income & SGB
Fixed Income & SGB
We distribute various FI products like FDs, Bonds (Govt. of India Taxable bonds, Capital Gain Bonds u/s 54 EC, Perpetual Bonds of reputed banks) for investments by your clients who are interested in a steady income stream but want to indulge in low-risk products Our Sovereign Gold Bonds (SGBs) are a premier investment product, designed to offer financial distributors a valuable addition to their suite of offerings. SGBs combine the security of gold with the convenience of paper assets, providing an excellent opportunity for your clients to invest in gold without the hassles of physical storage.
Mutual Funds
Mutual Funds
We are amongst the largest distributor of Mutual Funds and are empaneled with all SEBI Registered Mutual Funds in India. We also offer the online Mutual Fund Distribution platform to transact anywhere, anytime. Fully integrated with the BSE Star MF platform, MF transactions can be carried out electronically at the convenience of our IFDs’ and their clients.
Public Issues (IPO/NCD)
Public Issues (IPO/NCD)
We facilitate the participation of its clients in various Equity Public Offerings (IPOs and FPOs) so as to increase the potential of short term and long term gains.
PMS & AIF
PMS & AIF
Ideal for clients whose busy schedule does not permit them to track the markets actively, Discretionary PMS offered by us enables management of investments in a guided, hassle-free and transparent manner. An investment vehicle for clients who prefer investments in non-traditional options such as real estate, private equity, hedge funds, etc.
Secondary Bonds
Secondary Bonds
We offer transaction services for various tradable Bonds available in the Secondary Debt market. This includes, Perpetual Bonds, Taxable Bonds, Tax Free Bonds, etc. These trades allow choice of investment options for your clients with steady income stream and possibility of transaction related revenue for the intermediary.
Testimonials
" I have been associated with JM Financial for 11 years. By using their trading platform, I have been able to scale up the business by 10 times. The attractive prizes of the Fundastic Dhamaka Contest gives further incentive for growth and expansion. Overall, it has been a very good experience. "
Punit Jain
IFD Partners
" For the last 12 years, I have been associated with JM Financial and have handled stock broking, IPOs, mutual funds and perpetual bonds. Their approach has made more knowledgeable about investments. The weekly meetings on Fridays at the branch have helped me to gather sufficient knowledge and expertise on different products, AMC and the market. "
Anand Kapadia
IFD Partners
" I have found JM Financial to be extremely comfortable in their attitude in all the 20 years of association. They have taken care to address all my queries. Additionally, Mr. Dinesh Dalmia's lecture on how to make Rs. 100 crores in a year was very informative and enlightening. "
Rajiv Pandhre
IFD Partners
" I have been associated with JM Financial since 2005. The RM and office staff have been extremely supportive to me, like a family. When my mother-in-law was hospitalized, the team at JM Financial made my work easy and was readily available for any support. "
Vaishali Doshi
IFD Partners
" It has been a wonderful journey with JM Financial for 15 years. The trading platform has helped to enhance our business and the new mobile app has helped to eliminate paperwork and increase productivity. Motivational programs and investor eductation initiatives have also given me much insight and knowledge. The Fundastic Dhamaka also helps us to plan and expand our business activity. I wish to thank the sales, accounts and operations teams for their support. "
Vivek Arora
IFD Partners
" I started my venture with JM Financial in 2013. Initially, I was handling only fixed deposits and NCDs. Following Ashit Sir's advice, I have been dealing in mutual funds for the last 8 years. The trading platform has reduced time in filling forms and transacting business with clients without hassles. The Fundastic Dhamaka has also given me an extra boost for expanding business. "
Sharmila Panchal
IFD Partners
" Since 2012, I have been associated with JM Financial. Their staff and management teams have been extremely supportive in their attitude. The Fundastic Dhamaka Contest ensures that all engines are charged when it comes to mobilizing funds for my clients. "
Dimple Gandhi
IFD Partners
" I have been associated with JM Financial for 30 years+. I started out by mobilizing fixed deposits but now I am also mobilizing mutual funds. The values system set up by Mr. Nimesh Kampani is fascinating. The trading platform enables faster processing of mutual fund applications and gives information about business and brokerage. The Fundastic Dhamaka also helps me to generate good business worth crores. "
Monoj Shah
IFD Partners
" I have been associated with JM Financial for 11 years. By using their trading platform, I have been able to scale up the business by 10 times. The attractive prizes of the Fundastic Dhamaka Contest gives further incentive for growth and expansion. Overall, it has been a very good experience. "
Punit Jain
IFD Partners
" For the last 12 years, I have been associated with JM Financial and have handled stock broking, IPOs, mutual funds and perpetual bonds. Their approach has made more knowledgeable about investments. The weekly meetings on Fridays at the branch have helped me to gather sufficient knowledge and expertise on different products, AMC and the market. "
Anand Kapadia
IFD Partners
" I have found JM Financial to be extremely comfortable in their attitude in all the 20 years of association. They have taken care to address all my queries. Additionally, Mr. Dinesh Dalmia's lecture on how to make Rs. 100 crores in a year was very informative and enlightening. "
Rajiv Pandhre
IFD Partners
" I have been associated with JM Financial since 2005. The RM and office staff have been extremely supportive to me, like a family. When my mother-in-law was hospitalized, the team at JM Financial made my work easy and was readily available for any support. "
Vaishali Doshi
IFD Partners
" It has been a wonderful journey with JM Financial for 15 years. The trading platform has helped to enhance our business and the new mobile app has helped to eliminate paperwork and increase productivity. Motivational programs and investor eductation initiatives have also given me much insight and knowledge. The Fundastic Dhamaka also helps us to plan and expand our business activity. I wish to thank the sales, accounts and operations teams for their support. "
Vivek Arora
IFD Partners
" I started my venture with JM Financial in 2013. Initially, I was handling only fixed deposits and NCDs. Following Ashit Sir's advice, I have been dealing in mutual funds for the last 8 years. The trading platform has reduced time in filling forms and transacting business with clients without hassles. The Fundastic Dhamaka has also given me an extra boost for expanding business. "
Sharmila Panchal
IFD Partners
" Since 2012, I have been associated with JM Financial. Their staff and management teams have been extremely supportive in their attitude. The Fundastic Dhamaka Contest ensures that all engines are charged when it comes to mobilizing funds for my clients. "
Dimple Gandhi
IFD Partners
" I have been associated with JM Financial for 30 years+. I started out by mobilizing fixed deposits but now I am also mobilizing mutual funds. The values system set up by Mr. Nimesh Kampani is fascinating. The trading platform enables faster processing of mutual fund applications and gives information about business and brokerage. The Fundastic Dhamaka also helps me to generate good business worth crores. "
Monoj Shah
IFD Partners
Why Join Us?
Brand Recognition
Ideal opportunity for you to be associated with a legacy deep rooted in the financial services space with the finest and most recognised financial powerhouse.
Varied Product Offerings
For catering to a diversified client profile based on their investment objectives and risk appetite. Details of various products offered, are listed overleaf.
Sales and Business Growth Ideas
Wholehearted assistance by experienced Relationship Managers Register as Point of Sales Person (POSP) to offer pre-underwritten insurance products to your customers
Dedicated Operational Support
State-of-the-art core back office systems coupled with dedicated operational assistance ensure smooth functioning of the daily business of our IFDs.
Well established support system
Carefully prepared plan and proven business systems to operate the set up right from the day of establishment
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WhatsApp Chatbot (for IFDs)
Allowing easy access to client facing reports for the IFDs on WhatsApp, like – portfolio reports, capital gains report, Statement of Account, FD / FI, etc.
Insurance POSP
Register as Point of Sales Person (POSP) on our platform and offer pre-underwritten insurance products to your customers
Periodic Training Programs
Organization offers periodic training programs to enhance market knowledge and sales skills.
In-depth Research and Expertise
Accessibility to insightful research and market updates.
Low Cost Demat Account
Enabling aggregation of all investment related information of IFDs’ clients in one Demat account, at a very low cost for the investors.
Business Model
Attractive revenue sharing model with an option to generate income on a continual and timely basis
Technology Solutions
Aimed at making business operations seamless, we enable you with advanced technology solutions.
Office on Mobile
Specially designed for you.
Download the App to access exclusive features, receive real-time updates, and enjoy a seamless user experience.
Scan the QR code or Click on the button badge
Important Updates
1. Online PAN Verification process for Mutual Fund clients at Registrar &Transfer Agent (RTAs)
Read More
As per the recent direction of Central Board of Direct Taxes (CBDT), there will be a change in process for response feed reporting from Protean eGov Technologies Limited (Protean) to RTAs for online PAN verification of Mutual Fund clients with effect from April 01, 2024.
2. KYC status in KRA (KYC Registration Agency) records and its impact on transactions
Read More
KRA can independently validate the POA/POI document with the source data [such as Income Tax Department (ITD) database on PAN, Aadhaar XML/DigiLocker/m-Aadhaar), and PAN-Aadhaar linking was successful or Not Applicable, Email and/or Mobile is validated, KYC status will be tagged as “KYC Validated”.
Campaigns
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Empower your business with Fundastic – the ultimate catalyst for growth and success! As our valued partner, you'll gain access to trail benefits and a myriad of business expansion options. Let's collaborate and turn your aspirations into achievements.
Main Heading
Empower your business with Fundastic – the ultimate catalyst for growth and success! As our valued partner, you'll gain access to trail benefits and a myriad of business expansion options. Let's collaborate and turn your aspirations into achievements.
Main Heading
Empower your business with Fundastic – the ultimate catalyst for growth and success! As our valued partner, you'll gain access to trail benefits and a myriad of business expansion options. Let's collaborate and turn your aspirations into achievements.
Main Heading
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Main Heading
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Main Heading
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Videos
April 2024 Market Outlook by Mr. Rahul Sharma | Horizon Videozine | Volume 12
Expert's View by Mr. Nilesh Shah, MD, Kotak Mahindra AMC | Horizon Videozine | June 2023
Cover Story - Empowering Women in Family Finances | Horizon | Volume 11, March 2024
April 2024 Market Outlook by Mr. Rahul Sharma | Horizon Videozine | Volume 12
Expert's View by Mr. Nilesh Shah, MD, Kotak Mahindra AMC | Horizon Videozine | June 2023
Cover Story - Empowering Women in Family Finances | Horizon | Volume 11, March 2024
April 2024 Market Outlook by Mr. Rahul Sharma | Horizon Videozine | Volume 12
Expert's View by Mr. Nilesh Shah, MD, Kotak Mahindra AMC | Horizon Videozine | June 2023
Cover Story - Empowering Women in Family Finances | Horizon | Volume 11, March 2024
April 2024 Market Outlook by Mr. Rahul Sharma | Horizon Videozine | Volume 12
Expert's View by Mr. Nilesh Shah, MD, Kotak Mahindra AMC | Horizon Videozine | June 2023
Cover Story - Empowering Women in Family Finances | Horizon | Volume 11, March 2024
Awards & Recognition
- 2023
- 2022
- 2021
- 2020
- 2019
- 2018
Recognised as a leading active participant by NSE
Bondskart has been recognized by BSE Ltd., as the Best Performer in Retail Trading in Corporate Bonds – Fintech Platforms JM Financial Services Limited has been recognized by BSE Ltd. ... as the Best Performer in Retail Trading in Corporate Bonds – Fintech Platforms JM Financial Services Limited has been recognized by BSE Ltd. for FY 2021 – 2022 amongst: Top 5 Performers in Primer recognize Read More
Bondskart has been recognized by BSE Ltd., as the Best Performer in Retail Trading in Corporate Bonds – Fintech Platforms JM Financial Services Limited has been recognized by BSE Ltd. ... as the Best Performer in Retail Trading in Corporate Bonds – Fintech Platforms JM Financial Services Limited has been recognized by BSE Ltd. for FY 2021 – 2022 amongst: Top 5 Performers in Primer recognize Read More
Amongst the Top 5 Performers in Primary Market Segment (equity Members), by BSE
JM Financial Asset Management Limited, JM Financial Limited (Institutional Businesses), JM Financial Products Limited (Dwello), ... JM Financial Asset Management Limited, JM Financial Limited (Institutional Businesses), JM Financial Products Limited (Dwello), JM Financial Home Loans Limited and JM Financial Services Limited accredited as a ‘Great Place to Work-Certified™’ by the Read More
JM Financial Asset Management Limited, JM Financial Limited (Institutional Businesses), JM Financial Products Limited (Dwello), ... JM Financial Asset Management Limited, JM Financial Limited (Institutional Businesses), JM Financial Products Limited (Dwello), JM Financial Home Loans Limited and JM Financial Services Limited accredited as a ‘Great Place to Work-Certified™’ by the Read More
Recognised as a leading active participant by NSE
Amongst the Top 5 Performers in Primary Market Segment (equity Members), by BSE
Certified as a Great Place to Work
Frequently Asked Questions
JM Financial Services, offers a range of products and solutions for your trading and investment needs. To begin a relationship, you can set up a broking and demat accounts.
JM Financial Services, offers a range of products and solutions for your trading and investment needs. To begin a relationship, you can set up a broking and demat accounts.
JM Financial Services, offers a range of products and solutions for your trading and investment needs. To begin a relationship, you can set up a broking and demat accounts.
Any individual who has successfully completed the following criteria can enroll as an IFD with JMFS:
- A graduate or passed an equivalent examination from an institution recognized by the Government
- NISM-Series-V-A and AMFI certification (ARN) to be able to distribute Mutual Funds, NISM XXIA for distributing PMS products, Mandatory training and passing of examination for Insurance products.
- A person with high integrity and having a good understanding of capital markets and regulatory environment
- Good track record & experience in financial services/other business and has a good client base of social contacts
You may refer to the Terms & Conditions for instructions, document checklist, disclaimers, etc., pertaining to empanelment with JMFS. Please note if you intend to be a distributor of Mutual Funds, you would also have to comply with the KYD, ARN & EUIN requirements as prescribed by AMFI and furnish a certificate/card of the same. You need to comply with all the applicable regulations for each Financial Product.
For Individuals, the empanelment code creation process is digital, it can be completed in just 5 minutes. You can start your business immediately with your assigned IFD Code. However, it is subjected to a round of verfication of your details at our Head Office which may take a day to validate or about a week in case of discrepancies resolutions. For Non Individual too an IFD Code can be opened on the same day on submission of all necessary documents as per check list. But activation will again be subject to documents validation.
About Us
Contact Us
Ready to take the next step?
Fill your details and one of our experts will reach out to you for a personalized consultation.
Fill your details and one of our experts will reach out to you for a personalized consultation.
Connect
022-4505 7329
ifdhelpdesk@jmfl.com
Distributor Helpline:
Timing :
Mon-Fri : 9 AM - 6 PM
Saturday: 9 AM - 1 PM
Saturday: 9 AM - 1 PM
Contact Us
Location
5th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai 400 025.
Email
Loremipsum@Info.com
Contact
+91 7676982345
Location
5th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai 400 025.
Email
Loremipsum@Info.com
Contact
+91 7676982345
Contact Us
Ready to take the next step?
Fill your details and one of our experts will reach out to you for a personalized consultation.
Fill your details and one of our experts will reach out to you for a personalized consultation.
Connect
022-4505 7329
ifdhelpdesk@jmfl.com
Distributor Helpline:
Timing :
Mon-Fri : 9 AM - 6 PM
Saturday: 9 AM - 1 PM
Saturday: 9 AM - 1 PM
