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About Jaskaran
Jaskaran Kohli
Welcome's You
I am Jaskaran Kohli Director and Founder member of JK financial planners and consultant, helping people to plan their financial goals at every step of life with the correct asset allocation strategy.
With over a decade of expertise, in the field of claim settlement, retirement & child planning, I have been able to win the trust of more than a thousand families, which includes IT professionals, Businessmen, renowned Doctors and other professionals who today plan their financial goals with us.
Professionally armed with a management degree and other relevant industry related certifications along with a robust set up and state of art technology , makes it an added advantage for my clients.
I have been a member of LIC Galaxy club which represents the top ten percent of population and have also been accredited with the global coveted MDRT(USA) membership which is a premier association of profesional insurance advisors globally and account for only. 5% of the clan.
Mr. Jaskaran Kohli
Owner and Founder JK’S real wealth maximiser
Profile
Mr. Jaskaran kohli started his professional career as a Equity sub broker in the year 2005 .
Later in the year 2010 he experienced a breakthrough in his career when he stepped into the world of financial planning and started his journey as a wealth coach and today he is has transited to a Money mastery coach.
A partial list of books written by him include Working with choice vs working with compulsion ,
Identify your money personality, Is your money smiling & map your life for better productivity.
Having completed his Post graduation from a premier management institute he decided to foray into Financial planning business and has spent 15 years in learning and growing himself.
Mission
I am on a mission to mentor 1,00,00 families to make their money work for them by
following the 8 step scientific process which ensures peace of mind ,securing family dreams
and living a dignified life.
Achievements
I have come so far only because of my clients ,who have always Supported me and kept faith in me .MY JK’S Parivar of 500 plus families Strongly believe in me that I keep producing extraordinary results .
To support my accomplishments ,I have a dedicated team of JK’cians. With 15 years of wisdom.
I have gained profound experience in mastering the game of personal finance. From the last 10 years I have been qualifying for the “Million Dollar Round Table”. I have also organized money mastery Seminars and workshops on online platform and have helped people shape their relationship with money .
Why us?
As a client, you will receive a complete solution. We believe that it is our responsibility to advise you on all aspects of your finances and help implement a comprehensive strategy that will deliver financial security for you and your family. Our unwavering focus is on providing consistent, high-quality advice and service throughout the Company. We believe that the advice and service you receive as a client should be consistent with all our clients and each client should benefit from the experience and technical abilities of the Company and not just that of your individual adviser.
Our Investment Committee provides the basis for any investment proposal. By utilizing its extensive experience in banking and wealth management, they systematically map the market and provide extensive research on the whole fund universe, providing select ideas for all our advisers. In a volatile world, you can be assured that your assets are in safe hands.
We are here to guide you to achieve your financial targets with your ever changing needs.
Our Approach Strategy
Review your existing financial situation and personal objectives as every individual’s financial situation is unique. Our Advisors take time to discuss your hopes, dreams, objectives and financial goals — the things that really matter to you.
Analyze the same and prioritize your objectives and then help establish benchmark goals. This is very important as we live in a world of unlimited choices where People often fail to achieve objectives because they try to accomplish too much at once, or they do not attach specific deadlines to their goals. In breaking down your goals to specific objectives, you can look at the available resources, decide on realistic goals, which need to be adjusted and scaled down.
Our Team
We pride ourselves on the quality and level of expertise of every member of the JK financial planners and consultant team. Our personnel consists of industry professionals from around the world, whose individual skill sets are enhanced by on-going development programs. This outstanding human resource combines global experience and financial expertise with Jaskaran Kohli’s integrity driven advice and client commitment.
While all our advisers are highly qualified, they also enjoy the support of an experienced management team and technical specialists. This ensures that each client benefits from the wider capabilities of Jaskaran Kohli and not just the skills of their individual adviser.
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