A Commitment to Excellence
JDI Wealth formerly known as Wealth Plus Financial Solutions, JDI WEALTH is a premier and reputed name in the investment planning and portfolio management industry catering to discerning clients using the latest portfolio analytics and market research, from 2017 onwards. AMFI-registered mutual fund distributor, provides mutual fund services encompassing the entire portfolio of SEBI authorized asset management companies.
Our founders and managing partners are experts and credentialed CFP professionals from Financial Planning Standards Board and post graduates in Financial Management, with an expertise and experience of 15 plus years in the personal asset management domain. Deploy the latest in technology for helping our clients avail personalized investment planning and portfolio management services and have a dedicated team of professionals to provide world-class after sales service.
