With one focus -Your Wealth
One stop solution for your financial wellness starting from your goals, your risk & protection to investments.
Let's begin with no-pressure conversation
HOME INSURANCE
HEALTH INSURANCE
TRAVEL INSURANCE
HOME INSURANCE
HEALTH INSURANCE
TRAVEL INSURANCE
Understanding your concerns
Share your financial problems and concerns with us. We assure you, we'll listen patiently and help finding a solution.
Preparing Customized Financial Plan
We will understand your aspirations and goals. Priortizing your objectives, gathering your data, analyzing it, preparing recommendations and finally let's TAKE ACTION to achieve it.
Investment Planning
Now we know what you need exactly, We'll suggest investment plan with right mix of asset allocation keeping in mind your Risk appetite, comfort and NEED.
Tracking your Progress
We will regularly monitor your investments and review it periodically with you and revise your goals and data annually
I found the team at JRG, very professional and analytical. They understand all the products well and recommend the product to meet customer requirement and goals. They explain in details the pros and cons of the product. They are ethical and believe in educating the features of the product rather pushing any product. I would be happy to recommend them to anyone.
Assistant Manager (Marketing) - Shopclues
As someone who has always been intimidated by the world of finances and planning for the future, I was in search of a trustworthy partner to guide me through the process. From the moment I engaged with their services, I was met with professionalism, expertise, and a genuine dedication to helping me secure my financial future.
At JRG Financial, I felt like I was more than just a client; I was a valued individual whose financial well-being truly mattered to them. Their clear and transparent communication style gave me peace of mind, as I always knew where I stood and what steps were being taken to achieve my financial aspirations.
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The Xtra toll-free customer service number is 800-345-678.
Yes. In addition to your dwelling, XTRA covers other detached structures located on your property that are separated by clear space from the dwelling. The basic policy covers other structures at 10% of your dwelling coverage.
This includes, but is not limited to:
- Detached garages
- Equipment sheds
- Barns
- Guest cottages
Contact your agent about insuring other structures on your property.
the policy provides coverage for your personal property for specific perils including, but not limited to:
- Fire
- Lightning
- Windstorm
- Hail
- Theft
No. The quote is free.
The quote provides an estimate based on the information you provide and contains descriptions of available coverage.
the policy provides coverage for your personal property for specific perils including, but not limited to:
- Fire
- Lightning
- Windstorm
- Hail
- Theft
The Xtra toll-free customer service number is 800-345-678.
Yes. In addition to your dwelling, XTRA covers other detached structures located on your property that are separated by clear space from the dwelling. The basic policy covers other structures at 10% of your dwelling coverage.
This includes, but is not limited to:
- Detached garages
- Equipment sheds
- Barns
- Guest cottages
Contact your agent about insuring other structures on your property.
the policy provides coverage for your personal property for specific perils including, but not limited to:
- Fire
- Lightning
- Windstorm
- Hail
- Theft
No. The quote is free.
The quote provides an estimate based on the information you provide and contains descriptions of available coverage.
the policy provides coverage for your personal property for specific perils including, but not limited to:
- Fire
- Lightning
- Windstorm
- Hail
- Theft
