About Us

  • Background – Founded in 2018 by Chartered Accountants and a Banker with extensive experience in Financial Services industry. Currently five-member team managing active client base of 100+.
  • Target Segment – Forte is to cater investor in the band INR 5L to 1Cr fund size. Provide low cost, focused and personalized investment approach.
  • Sub-Broker - We are sub-broker of “Motilal Oswal Securities Limited” – 25 yr. Diversified Financial Services Supermarket offering state of the art, secured and user-friendly financial technology platform for varied investment types.
  • Tie-ups - Exclusive Tie-ups with Marquee Financial Houses - Axis, Kotak, HDFC Bank, HDFC (NBFC) ICICI, Mirae, SBI etc.
  • Operations - End to End in house Front and Back end Operations – No outsourcing of processes as Protection of Customer information is our priority. Experienced and Proactive team to support end to end customer solutions.
  • Research and Monitoring – our key differentiators: In-house research of stocks and regular monitoring of portfolio to plan entry & exit strategies.

Our Forte

  • Planning
    Drawing risk profile of the client, understanding his short- & long-term financial goals.
  • Executing
    Plan investment strategy based on work done under planning stage. Target a Balanced and Diversified Investment Approach.
  • Managing
    Focused monitoring of portfolio, eye on micro /macro / exceptional events, plan entry & exit strategies, execute

People often contemplate whether it is beneficial to hire a financial advisor or not. After all, they will be handing over the financial matters to them.

Well, with a plethora of financial instruments available these days, it becomes difficult to finalise products that give short-term and long-term gains and are aligned with your financial goals.

This is where hiring a financial advisor becomes necessary. A financial advisor has sound knowledge of finances, who can maximise your returns and make your money work hard for you. There are several reasons why hiring a good financial advisor has become need of the hour.

Here are top 3 reasons why you should hire one now

  • Financial goals: A good financial advisor will understand your financial goals and help you in achieving them. He/she will identify best plans for your needs and make your money grow.
  • Knowledge: Financial advisors and planners have deep knowledge about complex products and can read the nitty-gritty of various instruments. They also have good contacts with intermediaries who can tailor-make schemes for you.
  • Save time: Once you hire a financial advisor, you don’t have to manage your portfolio. This saves you a lot of time, effort and energy. It takes off a huge task off your plate. You have to just meet your financial advisor at regular intervals and see whether you are on right track or not.

Why Choose Us

  • Investors invest in various investment avenues based on their requirements, e.g. for capital growth - invest in equity shares, for safety of capital and regular income - they buy fixed income products.
  • The concern for most investors is: how to know which instruments are best for them? One may not have enough abilities, time or interest to conduct the research.
  • To manage investments, one can outsource certain tasks one is unable to do. Anyone can outsource ‘managing one’s investments’ to a professional financial advisor or firm. Jupiter Investments offer various avenues to fulfill different objectives, which investors can choose from based on one’s unique situation and objective.
  • Jupiter Investments manages all administrative activities including paperwork. They also facilitate accounting and reporting the progress of the investment portfolios through a combination of review reports and the account statements.