What we are

JRL Money is a joint venture between Mr. Vijai Mantri and J.R. Laddha group

We are a team of professionals with more than 60 years of cumulative experience with leading Indian and global mutual fund companies and platforms

We empower upcoming and established financial advisors to effectively leverage customer relationships for Mutual Benefits

What we provide

Research and Advisory

  • Fund Selection with trade recall
  • Time tested asset allocation model
  • Goal setting and SIP tools /calculators

Front office

  • Easy Investment Management
  • Hassle free onetime account opening process
  • Website, Mobile and SMS based account management for clients to manage investments anytime from anywhere
  • In built compliance fulfillment capabilities

Back office

  • MIS and brokerage Reconciliation
  • Transaction and Customer reporting

Business Scalabilities

  • CRM
  • Insightful and useful marketing material
  • Sales and Product Trainings

Managing manufacturers and vendors

  • 40+ Mutual Fund companies
  • Registrar and Transfer agents
  • Software providers and other vendor

Contact Us

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