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A suitable product is the outcome of understanding a person — income, responsibilities, risk appetite and time horizon — never the starting point of the conversation. Every service below sits inside that structure.
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We begin with your financial life — what you earn, owe, protect and hope for — and only then discuss which mutual fund, PMS or insurance solution fits. Getting to know you is the whole job.
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Get a structured review of your current position — existing investments, protection, liabilities and goals — and understand where you may need to focus.
JK Financials is an AMFI registered mutual fund distributor and PMS distributor working with individuals and families. We help clients build portfolios across asset classes — mutual funds, PMS, bonds and structured deals in real estate — and act as a bridge between clients and financial product manufacturers.
It is not about having lots of money — it is about knowing how to manage it. We work towards a strategy that reflects your personality and circumstances. Understanding the risk profile of a client, and suggesting suitable options, is the core of the work.
Understand, assess, structure, implement, review. The relationship does not end at the transaction — portfolios are revisited as income, responsibilities and goals change.
Experience across retail banking, product and distribution teams, applied to individual portfolios.
Co-founder · 15+ Years of Experience
Kapil has a deep understanding of the nuances of the business, having sourced and managed several HNI relationships and catered to the unique requirements of clients. He has held senior roles with Axis Bank and Citibank, focused on building investment strategies for high net worth clients — experience that shapes the range of services offered here.
ARN 237326
kapilrmehta@gmail.com
Founder · 10+ Years of Experience
Jigna's decade-plus in the financial industry gives JK Financials a solid footing. Her dedication to building lasting relationships, together with her functional expertise and her ability to drive change, means each client receives service shaped around their own requirements.
ARN 128199 · PMS APRN 07704
jigskmehta@gmail.comAMFI Registered Mutual Fund Distributor
Kapil R Mehta — ARN 237326
Jigna Kapil Mehta — ARN 128199
PMS Distribution — APRN 07704 (Jigna Kapil Mehta)
ICICI Prudential Life Insurance — Agent code ICI01372689
HDFC ERGO Health Insurance — Agent code AG1476
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A mutual fund is a professionally managed investment scheme run by an asset management company. Which schemes suit you depends on your goal, horizon and risk profile — never on last year's returns.
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We review existing portfolios for goal alignment, scheme overlap, asset allocation and suitability — and tell you plainly what we would change and why.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. JK Financials is an AMFI registered mutual fund distributor and PMS distributor; nothing on this page is a recommendation to buy or sell any specific scheme.
Proper knowledge is the vital move in getting the right cover. We help you size protection against real responsibilities — income, dependants and long-term commitments.
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Insurance is the subject matter of solicitation. Product benefits, exclusions and claim outcomes are governed entirely by the policy documents issued by the insurer. Life insurance is distributed as an ICICI Prudential Life Insurance agent (code ICI01372689) and health insurance as an HDFC ERGO Health Insurance agent (code AG1476).
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Discuss this with a consultant →Articles are for general information and investor awareness only and do not constitute investment, tax or legal advice, or a recommendation of any specific scheme or insurance product. For scheme documents, read the KIM and SID available on the SEBI website.
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Tell us a little about what you are trying to organise. We will come back at your preferred contact time.
We will get in touch at your preferred contact time to confirm the appointment. For anything urgent, call +91 98662 22570.
Blendr Co-Work, 2nd Floor, Laxmi Towers, Sardar Patel Road, Near Prakash Nagar Metro, Begumpet, Hyderabad, Telangana – 500003
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{{ article.source }} This article is for general information and investor awareness only. It is not investment, tax or legal advice and is not a recommendation of any scheme or product. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
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Schemes are distributed only of Asset Management Companies registered with SEBI and empanelled with us. The full list of empanelled AMCs, with their SEBI registration numbers, opens in a separate window.
In accordance with AMFI guidelines and SEBI regulations applicable to mutual fund distributors, the scheme-wise commission earned by JK Financials is disclosed below. Commission is paid by the Asset Management Company out of the scheme's expense ratio; no commission is charged separately to the investor by the distributor.
Commission rates vary by scheme category, the scheme's own commission structure, the mode of investment and the holding period. The scheme-wise disclosure below applies to both ARN 237326 and ARN 128199, sets out the trail commission ranges for each Asset Management Company empanelled with us, and is updated as and when the AMCs revise their structures.
Documents are provided in PDF format. If a link does not open, write to support@jkfin.in and we will send the current disclosure by email.
Before investing in any scheme, please read the Scheme Information Document (SID), the Key Information Memorandum (KIM) and the Statement of Additional Information (SAI). These are filed by every Asset Management Company with SEBI and are available in full on the SEBI website.
Insurance products are distributed in the capacity of an individual agent of the respective insurer. Commission on insurance products is paid by the insurer as per the rates permitted under IRDAI regulations and the applicable product filing. Insurance is the subject matter of solicitation.
Because our remuneration comes from product manufacturers, a potential conflict of interest exists between the commission payable on a product and its suitability for you. We manage this by recommending only products that fit the goal, horizon and risk profile recorded for you, by disclosing the commission structure openly through the documents above, and by telling you in writing about any other arrangement before you invest.
You are free to request the commission applicable to any specific scheme before investing, and to invest in direct plans of any scheme should you prefer to do so.
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For the scheme-wise commission structure and our registration details, see the Disclosure page.
Answer thirteen questions about your circumstances and your temperament. Each answer carries points; the total score suggests the risk profile that may suit you, and the suitability matrix shows the fund categories that go with it. The completed profile can be printed or saved as a PDF for your records.
There are no right or wrong answers — follow your instincts and select one response to each question. If you and your spouse take financial decisions jointly, please take the test separately.
Once all thirteen questions are answered, submit the report. The signed-ready PDF is emailed to your distributor at support@jkfin.in with a copy to your own email address, and a copy is saved to your device.
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Scoring bands and the fund categories that go with each risk category. Conservative 10 – 17 · Moderately Conservative 18 – 24 · Balanced 25 – 31 · Moderately Aggressive 32 – 38 · Aggressive 39 and above.
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Jigna Kapil Mehta · AMFI Registered Mutual Fund Distributor (ARN-128199) · Validity 01-Oct-2023 to 30-Sep-2026 · GSTIN 36BKUPS2094F1ZK
Blendr Co-Work, 2nd Floor, Laxmi Towers, Sardar Patel Road, Near Prakash Nagar Metro, Begumpet, Hyderabad, Telangana – 500003 · support@jkfin.in · +91 93929 69284
