About Us

JK Financial Services,a prominent financial advisory firm, has been a cornerstone of financial services since its inception in 1992. Beginning as an insurance agency, the firm has evolved into a comprehensive provider of financial solutions, boasting over 30 years of rich experience and a strong base of more than 2000 satisfied clients. This report highlights the journey, growth, and current operations of JK Financial Services.

JK Financial Services was first established in 1992 as an insurance agent. The firm initially partnered with the Life Insurance Corporation of India (LIC) and began collecting policies from that year. This marked the beginning of its journey in the financial sector, with a focus on life insurance. In 1994, the firm expanded into general insurance and secured its first major client, marking a significant milestone in its growth.

Vision

To become a trusted entity in your service, create financial awareness and education and offer you with our best.

Mission

To build your holistic financial portfolio by keeping our promise ‘Building Better Future’.

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Our Services

Power Of SIP

Money Per month(₹)
1
Interest Rate(%)
1
Year(s)
1
Invested
1,20,000
Returns
1,20,000
Total
1,20,000

FAQ's

Why buying life insurance is important?

With a life insurance policy, you can plan for the financial security of your loved ones who are dependent on you. Alongside, you get several benefits like tax deductions and life cover.

How to choose the right sum assured under life insurance?

You need to consider several factors while choosing sum assured, including your income, financial liabilities, lifestyle expenses, and future goals.

Are there any maturity proceeds available with term insurance?

Term insurance is a pure life insurance product and hence, it offers only a death benefit to the beneficiary of the policy. There are no maturity proceeds available with a standard term plan unless there is a return of premium attached to the policy.

What are the tax benefits applicable on a term plan?

Yes, you can avail tax benefits4 on the premiums paid for a term plan under Section 80C of the Income Tax Act, 1961. There are other tax benefits associated with a term plan under Section 80 D and Section 10(10D) as well.

What is a mutual fund?

A mutual fund is a type of financial instrument that pools money from multiple investors towards a common investment goal. This money is then invested in several assets such as equity and debt instruments, shares, bonds, etc. depending on the objective of the mutual fund scheme.

What are some tax-saving investment options for me

Some of the common tax-saving investment options include fixed deposits, PPF, NSC, ELSS, etc.

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