Voices of Our Clients
Hear What Our Longstanding Clients Have to Say About Us
Our commitment to providing exceptional financial management services has earned us the trust and loyalty of our clients since 2007. Here's what some of them have to say about their experience with us:
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.
Managing Trustee - SDMC Trust & Livpure Foundation
Being a business leader having P&L responsibility, I always thought I was good at personal financial planning till I met Mr. Rajiv Nayar. With his in depth financial knowledge and capability he helped me realize my personal financial planning is not good enough to fulfill my life dreams. From that point he and his team are not only helping me in advising but also taking complete responsibility of my personal financial goals. Since my retirement in 2020, I could have enough corpus so that I can take care of not only my monthly expenses but also major expenses like my Chidren’s higher education, my annual vacations etc.
His vision to help people realize their dreams through financial planning and investments touched me so much that, I volunteered to be in the advisory board of JRG Financial.
Sr. VP (Projects) SAR Group
My journey with JRG as my financial planner has been wonderful. I had never had to think about the expense of both my children technical undergraduate studies which both have completed. It even helped me to buy my dream house. The financial planning is now giving me thoughts of early retirement.
Pilot
During the unprecedented challenges of the COVID-19 pandemic, sound financial advice and planning guided by Jrg proved to be my lifeline in the aviation sector. Their expertise helped me navigate the turbulent times with resilience. By devising a strategic plan, I could effectively manage my finances and maintain my lifestyle.
Retired (Coal India Ltd.)
I retired from BCCL (Coal India) and put my retirement funds into the stock market. Long meetings with Mr. Rajiv Nayyar helped me comprehend the financial market and made it easier for me to make the decision to invest my money in Mutual Funds more than a decade ago. Today, in addition to my pension, I am able to draw from my corpus as needed. The amount of growth I've seen over the years has surpassed my expectations, and I've realized the power of compounding.
Director (Engineering- Wireless/Wireline) - Amdocs
It took me longer to understand the financial market, but thanks to Mr. Rajiv Nayar’s understanding, I was able to embark on the voyage of compounding. At the age of 40, I've met numerous future goals and am almost there with my retirement goal. All of this would not have been feasible without the financial knowledge and assistance provided by the JRG team. I'm more at ease and less concerned about my financial future.
Video Testimonials
