Welcome to JRG Financials, where dreams meet reality and financial success takes center stage. Since our humble beginnings in 2007, we have been on a mission to empower individuals and businesses to achieve their financial aspirations. With 15 incredible years of experience in the industry, we have honed our skills and mastered the art of financial planning.
From the moment we opened our doors, we have nurtured a deep-rooted connection with our very first client, standing by their side through thick and thin. Their trust in us is a testament to our dedication and ability to consistently provide personalized, reliable, and innovative financial solutions.
Our Vision
Financial Awareness:
Empowering through education. Simplifying complex matters. Informed decisions. Stability & responsibility.
Financial Literacy:
Independence for all. Tools to decide. Confident management. Improving literacy. Empowering to achieve goals.
Our Mission
Sense of Comfort:
Safe & comfortable space to discuss financial concerns, personalized solutions & trust-building relationships.
Identification of Financial Problems:
Helping identify & address financial challenges, providing customized solutions & empowering financial control.
Our Vision
Financial Awareness:
Empowering through education. Simplifying complex matters. Informed decisions. Stability & responsibility.
Financial Literacy:
Independence for all. Tools to decide. Confident management. Improving literacy. Empowering to achieve goals.
Our Mission
Sense of Comfort:
Safe & comfortable space to discuss financial concerns, personalized solutions & trust-building relationships.
Identification of Financial Problems:
Helping identify & address financial challenges, providing customized solutions & empowering financial control.
Giving Back to Our Community
Giving Back to
Our Community
Making a Difference in People's Lives
Making a Difference
in People's Lives
JRG Financial is not just committed to serving its clients, but also the community at large. We believe in making a positive impact on society and strive to contribute towards the betterment of people's lives. In this regard, we have undertaken two major CSR activities. How are we doing our part to make a difference? Read on to find out about our initiatives.
Empowering 5 Lac Lives
Our Mission to Spread Financial Awareness
At JRG Financial, we believe that financial literacy is the key to unlocking a brighter future. Our mission is to empower individuals and families to make informed decisions and achieve financial stability. We are committed to positively impacting the lives of 5 Lac people by 2030. We offer various resources and webinars to help you understand the complexities of finance and make smart financial decisions for your future.
"Join us in making a difference! Contact us to contribute to our impactful social initiatives."
Join us in making a difference! Contact us to contribute to our impactful social initiatives.
Giving Back to Those Who Care
Supporting Our Caregivers' Financial Goals with 30% SIP Investments
At JRG Financial, we understand that financial security is important for everyone, including the attendants and caregivers who work tirelessly to care for our loved ones. As a part of our commitment to social responsibility, we have pledged to contribute 30% to the SIP investment of 10K families of the support staff. This is our small way of giving back to the community that has supported us over the years. We believe that every person deserves a chance to achieve their financial goals, and we are proud to be a part of their journey toward a brighter future.
Our Core Values
We firmly believe in conducting our business with complete transparency. Openness and clarity form the foundation of our interactions, ensuring that you are fully informed and empowered to make sound financial decisions.
We prioritize the utmost confidentiality when it comes to handling your personal information. Rest assured that your privacy and trust are of paramount importance to us.
We are dedicated to fostering enduring relationships built on trust, as we stand by your side through every phase of your life's journey. Your dreams and aspirations are at the heart of our collaborative approach.
Our unwavering commitment to knowledge and ethical practices is the driving force behind our clients' success. We believe that integrity and honesty are the pillars of a fruitful partnership.
Our unwavering commitment to knowledge and ethical practices is the driving force behind our clients' success. We believe that integrity and honesty are the pillars of a fruitful partnership.We are dedicated to fostering enduring relationships built on trust, as we stand by your side through every phase of your life's journey. Your dreams and aspirations are at the heart of our collaborative approach.We prioritize the utmost confidentiality when it comes to handling your personal information. Rest assured that your privacy and trust are of paramount importance to us.We firmly believe in conducting our business with complete transparency. Openness and clarity form the foundation of our interactions, ensuring that you are fully informed and empowered to make sound financial decisions.
Our unwavering commitment to knowledge and ethical practices is the driving force behind our clients' success. We believe that integrity and honesty are the pillars of a fruitful partnership.We are dedicated to fostering enduring relationships built on trust, as we stand by your side through every phase of your life's journey. Your dreams and aspirations are at the heart of our collaborative approach.We prioritize the utmost confidentiality when it comes to handling your personal information. Rest assured that your privacy and trust are of paramount importance to us.We firmly believe in conducting our business with complete transparency. Openness and clarity form the foundation of our interactions, ensuring that you are fully informed and empowered to make sound financial decisions.
Our Directors
Mr. Rajiv Nayar
Mrs. Rashmi Nayar
Mrs. Rashmi Nayar is an accomplished professional with a strong background in economics. She holds a B.A. (Hons) in Economics from Delhi University and a Master's degree in Economics from The Delhi School of Economics. With over a decade of experience in the insurance industry, she is a registered insurance advisor with IRDA.
With her expertise in economics, Mrs. Nayar recognizes the significance of budgeting, saving, and striking a balance between consumption and financial well-being. She firmly believes in the mantra "money saved is money earned" and strives to impart this valuable knowledge to her clients.
Rashmi Nayar extensive experience and dedication to insurance make her a trusted advisor in the field. She is committed to helping individuals make informed decisions about their financial future and achieve their goals.
Members of the Advisory Board
Members of the Advisory Board
He is a business leader having more than 3 decades of experience in Business development, Project Management, Strategic Alliance, General Management and Human Resources Management. He is one of the founding member of SAR Group having diversified business interests.
His journey with SAR Group started in 1992 in Luminous as a Sales Engineer and over the years elevated to various leadership roles. His last executive assignment was as Director & CEO of SAR Group’s Cleantech venture Livgreen Cleantech Pvt. Ltd. Additionally was holding the CHRO role of SAR Group.
Currently he is a Board Member of in SAR Group companies namely Livguard Energy Technologies, Livpure Pvt. Ltd., Lectrix EV Pvt. Ltd. and Mooving Smart Mobility & Energy Pvt. Ltd.
On Social Development side he is Managing Trustee of Sita Devi Malhotra Charitable Trust and Livpure Foundation
He is a highly experienced Chartered Accountant with over 23 years of expertise in finance & capital market. Currently serving as the Head of Private Investment and Operating Partner at SAR Family Office, oversees direct investments of around USD 50 million. He also plays a key role in pivoting the operating companies businesses towards digital transformation. Before this, he held the position of CFO and Director at Jabong.com, a leading e-commerce fashion and lifestyle venture, where he played a crucial role in strategic decision-making, financial planning, and regulatory compliance. During his career, he has worked with top firms like Ernst and Young and PricewaterhouseCoopers on significant projects, including leading IPOs and working on high-profile deals.
With his vast experience as a CFO, board member, and operating partner in various ventures, he can provide valuable insights on financial strategy, business planning, risk management, and regulatory compliance. As an advisor, Vinod Abrol’s presence on the board would offer strategic direction and financial acumen, making him a valuable asset for any organization seeking seasoned guidance and financial leadership.
He has a Bachelor (Hons) and Master’s of commerce from Delhi University. He is working as a Development officer with Life Insurance Corporation of India. He has a vast experience in Life Insurance of over 25 years. His expertise is in Key man insurance and Employer-Employee insurance. He has addressed various Corporates in seminars on Value of Human Life, Employer-Employee and Key Man Insurance. He has been further honing his skills by attending leadership and management programs and workshops both at National and International levels.
