MAVERICK WEALTH
All-In-One Wealth Management Consultation Services
A Personalized Yet Effective Approach to Manage Your Wealth
At JRC ROYMAVERICK, we specialize in personalized WEALTH MANAGEMENT solutions designed to align with your unique financial goals. Our experts craft strategic financial plans and investment pathways that prioritize your needs and secure your future.
Our WEALTH MANAGEMENT experts help you develop your financial plans and investment strategy so that they work for you. We prioritize you and ensure your investment plan aligns with your wealth goals.
Performance that Matters
Performance for us is long-term and measured by the success of our clients that comes through long term performance.
Advantage that Lasts
We create distinct solutions for our clients that matches their personalized needs. That’s nothing sort of an advantage.
Wealth Management Consultation Services
Child Future Planning
Plant the seeds of wealth for your apple of the eye. Secure your child’s future today with strategic wealth management planning, as their dreams deserve a significant foundation.
Portfolio Research & Diagnosis
Through portfolio research & analysis, our advisor will work with you in tandem. This will keep you aligned with your investment strategies and overall financial goals.
Customized Financial Planning
Our experts will develop a customized financial plan to increase your earnings while protecting your wealth for short and long-term.
Customized Retirement Planning
With our retirement planning services, you have a partner beside you to face all the facets of the post-retirement life.
Spouse Welfare Planning
We understand your compassion and love for your partner. Our spouse welfare planning services are designed to ensure your partner’s future safety and security.
Legacy Corpus Planning
Secure your family's future with efficient estate planning, strategic wealth preservation, and smooth wealth transfer between generations.
Equity Research and Analysis
Our data-driven insights, financial performance, and market trend evaluation help you make informed decisions.
Portfolio Rebalancing Strategies
Our experts can help you optimize your investments. Adjust your portfolio to maintain assets, manage risk, and enhance returns.
Tax Savings/ Planning
We design personalized yet effective tax-efficient plans to optimize deductions, reduce liabilities, and ensure compliance. This will help you retain more of your hard-earned money.
NRI Investment Planning
Our strategies are tailored for global wealth growth, regulatory compliance, and tax efficiency to help NRIs invest confidently in India and abroad.
Wealth Creation After 60
Growing your wealth is never too late. Our experts focus on steady income generation, low-risk investments, and tax-efficient planning to help you enjoy a fulfilling retirement.
Investor Education & Awareness Workshops
Our workshops will help you become more knowledgeable. You will gain practical insights, strategies, and tools to help you navigate uncharted waters.
Portfolio Management & Monitoring Strategies
We develop, manage and monitor investment portfolios aligned with your financial goals. We also consistently monitor performance to ensure optimal performance.
Second-Generation Planning
We provide second-generation wealth management planning to address the financial goals of heirs or children while aligning family values and ensuring financial education.
Product & Solutions
Mutual Funds
Navigate through the uncharted water of investments confidently with customized mutual fund advice designed to maximize your returns.
Life Insurance Solutions
Secure your and your loved one’s future with adequate life insurance solutions customized for your financial protection.
Health Insurance Solutions
Plan your life with confidence with personalized life insurance solutions that secure your dreams.
DSP
Develop, manage, and take control of your investments with customized direct stock portfolio solutions- curated to maximize your growth.
Alternative Investment Fund
Go beyond traditional investments with tailored alternative investment solutions to improve growth.
Active Fund Management
Stay ahead with the market trends and maximize your investment potential with active fund management service.
Currency Derivatives
Optimize risk and maximize returns with our customized derivatives services. With tailored trading solutions, navigate through the fluctuating forex market easily.
Senior Citizen Fincare Services
Ensure peace of mind with specialized fincare services for adult personnel and experience worry-free retirement.
Commodity Trading Services
With a thorough understanding of emerging digital technologies and our unwavering will to bring you practical and insightful commodity trading solutions.
ULIPs
We offer customized unit linked insurance plans that combine insurance and investment to meet your financial goals.
Gold
Our experts provide guidance on investing in ETFs, physical gold, digital gold and sovereign gold bonds. We track regularly and rebalance the investments that align better with the market trends.
How It Works
01
Submit Your Query
Share your concern with us so we can understand your needs. Rest assured, all your data will be safe and secure with us.
02
Our Team will Reach You
Our WEALTH MANAGEMENT consultation team will contact you shortly regarding all the details & needs.
03
Match with Our Advisors
Based on your WEALTH MANAGEMENT needs, you will be matched with one of our experts.
04
Discovery Meeting
Our advisor will reach out to fix a quick discussion session at your convenience.
Why Us?
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Trusted Expertise
Our Professional team of vetted experts brings value through their years of experience and deep industry knowledge.
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Transparency
We are committed to bringing you the best value through ethical practices and clear communication, ensuring you stay confident in your decisions.
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Customized Solutions
We understand that everyone’s need is unique. Based on that, the financial plans are meticulously designed to match your expectations.
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Holistic Approach
We offer end-to-end services that fit with your life stages, ensuring a secured financial future at every step
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Proven Track Record
Our history of success speaks for itself. We have consistently delivered exceptional results, building trust and fostering long-lasting client relationships.
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Client-Centric Focus
Your needs come first. We put you at the center of everything we do, offering personalized care and support, with a focus on your individual financial goals and well-being.
EXPLORE YOUR WEALTH POTENTIAL IN SECONDS!
Recent Blogs & News
FAQ
Asked Questions
While taking any major decisions in life, experts’ suggestion in the respective field leaves makes the task easy to finish. For wealth management, you need sound advice from a Professional who knows your best interests. An expert not only provides transparency and clarity, but also prepares a clear explanation that aligns with your goal.
Our services enable you to set you a defined goal; while mapping out a plan how far you need to go to achieve the plans. On top of that, private wealth management firms like JRC ROYMAVERICK ensure that you can set yourself up for the future you want.
There are 5 steps of wealth management to help you achieve your financial goals. Here it goes-
- Assessment- Evaluating your current financial situation including expenses, assets and liabilities.
- Goal Setting- Defining your short/ long term goals like purchasing a home or saving for retirement.
- Planning- Developing a tailored strategy based on your goals including investing, budgeting and risk management.
- Execution- Implementing the plan based on managing investments, controlling expenses and optimizing taxes.
- Monitoring- Consistently reviewing and adjusting the plan to stay afloat, while adapting to the life changes.
JRC ROYMAVERICK is a firm with a strong reputation, relevant certifications and experience handling complex situations. Consider the firm's investment philosophy, fee structure and ability to communicate clearly. You will thank yourself later.