Firm's Objectives

Wealth creation and preservation is the primary focus of Jyot Financial & Insurance Services, Inc. Without proper foundation and checking, wealth can be eroded by inflation, economic downturns, taxes, life`s uncertainties and natural calamities.

Financial products serve as a medium to help you understand your focus. An investment vehicle should be selected only after you have conducted an analysis.

Understanding how to position yourself in the marketplace requires that you understand the impact of volatility, price fluctuation and personal risk tolerance on your financial objectives and investment portfolio. The selection of a product should be the last part of your process - not the first. . .

Together we can help you identify and analyze your risk profile, assess your needs and find a suitable product...


Maintaining and improving your standard of living, maximizing wealth, preparing for monetary independence in retirement; as well as estate protection and preservation - these are the goals and the very purpose of the existence of Jyot Financial Services Inc.