Welcome To JRC ROY MAVERICK
MAVERICK WEALTH #WealthManagement
Disciplined Investing with an Optimum Investment Portfolio (OJP) design and includes customized Asset Allocations across a judicious mix of Mutual Funds (including SJPs, SWPs, STPs & MARS), ULJPs, Guaranteed Plans, Direct Stock Portfolios (DSP), Life Insurance Solutions & Health Insurance Solutions on a Customized level.
We provide Advismy & Distribution Services in Wealth Management which enable Clients & their Families to achieve their Life Goals, create Wealth & lead a financially comfortable Retirement Life, besides completing their 2nd Generation Planning & constructing a Legacy Corpus as well.
We provide Advismy & Distribution Services in Wealth Management which enable Clients & their Families to achieve their Life Goals, create Wealth & lead a financially comfortable Retirement Life, besides completing their 2nd Generation Planning & constructing a Legacy Corpus as well.
Consultation Services
- Customized Financial Planning & Risk Profiling
- Child Future Planning
- Portfolio Research And Diagnosis
- Customized Retirement Planning
- 2nd Generation Planning
- Spouse Welfare Planning
- Legacy Corpus Planning
- Equity Research & Analysis
- Portfolio Rebalancing Strategies
- Portfolio Management & Monitoring Strategies
- Tax Savings/ Planning
- NRI Investment Planning
- Investor Education & Awareness Workshops
- Wealth Creation After 60
Asset Allocation options, Products & Solutions
- Mutual Funds
- Life Insurance Solutions
- Health Insurance Solutions
- Direct Stock Portfolio (DSP)
- ULIPs
- Alternative Investment Fund (AIF)
- Active Fund Management
- Gold (all types)
- Commodity Trading (MCX)
- Currency Derivatives (NSE)
- Senior Citizen FinCare Services
MAVERICK CAPITAL #InvestmentBanking
The Company provides Investment Banking Services to Corporates, SMEs, MSMEs & Startups on a Pan-INDIA Level.
*Includes: Debt/Equity Fund Raising (HNls, Family Offices, HUFs, NBFCs)
- 360° Advisory Services
- Project Finance
- Fund-raising Propositions
- Working Capital Solutions (Banks, NBFCs, Others*)
- Business Banking (Commercial Purchase, LAP, LRD,Term Loan, LC/ PC/ BG)
- Financial Modelling
- Consulting (Biz Development, Mentoring)
*Includes: Debt/Equity Fund Raising (HNls, Family Offices, HUFs, NBFCs)
MAVERICK PARTNERS #ProfessionalServices
The Company provides Professional Services to Corporates, SMEs, MSMEs, Startups, Family Offices & Individuals (includes NRis & HUFs) on a Pan-INDIA Level.
- Company Formation
- GST Registration
- ITR Filing
- Licenses
- Registrations
- Certifications
- CA Services
- Legal Services
- IT Services
- Real Estate Services
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Happy Clients
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Lacs AUM
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Years of Experience
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Awards
Why Us?
01
Client Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
02
Rich Product Basket
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
03
Focuss on Customer Satisfaction
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
04
Value Added Services
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
05
Right Experience & Skills
We have over years of experience in financial advisory and products distribution space. Our experience.
06
Driven by Passion
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Our Team
JAIDEIP ROYCCHOWDHURYGlobal CEO & Founder
LA MARTINIERE Calcutta LMC® B.Com (Hons) I CTA® I MA (Economics) CPFP® I CFGP® I MBA (XLRI, Jamshedpur) NISM (SEBI) I AMFI® (Mutual Funds) FMVA® I NCFM® (NSE) PFRDA® (Pension Assets & Retirement Planning) IRDA® (Insurance Advisory)
LA MARTINIERE Calcutta LMC® B.Com (Hons) I CTA® I MA (Economics) CPFP® I CFGP® I MBA (XLRI, Jamshedpur) NISM (SEBI) I AMFI® (Mutual Funds) FMVA® I NCFM® (NSE) PFRDA® (Pension Assets & Retirement Planning) IRDA® (Insurance Advisory)
Wealth Management & Investment Banking Professional in Practice pan-INDIA with domain expertise of 35+ Years
s/o CA ANIL B. ROY CHOWDHURY FCA, MIIA (USA)
Industry Tenure: 1956 to 2014 (58 Yrs.)
CEO & Founder: MANAGEMENT TECHNOLOGISTS
INDIA's foremost Corporate Finance & Audit Research Author, eminent Strategic Management Consultant & Chief Internal Auditor/Financial Controller with reputed Companies for 30+ Years.
