About Jaskaran

Jaskaran Kohli

Welcome's You

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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.

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.