Investing: Our investment approach starts with you. Whether you’re looking for a balanced, long-term potential investment opportunity or a short-term investment strategy, you benefit from our consistent and strategic approach with access to a wide range of strategies to help address your specific needs and goals.

Stock Broking: Tailored solutions, ranging from advice to trade execution, to complement your broader wealth plan. With JKBFSL the client can trade via Online, Mobile App, Telephone or visit any of our JKBFSL Branches. These multiple platforms make your trading experience highly convenient and hassle-free.  The 2-in-1 account opening form of JKBFSL with inbuilt POA has a unique feature that integrates JKBFSL trading Account with your existing J&K Bank savings/current account and Demat account which provides you a seamless trading experience.

Mutual Fund: We offer host of investment solutions through leading AMC’s. We have tie up with top AMC’s viz: Reliance, HDFC, ICICI, ABSL,SBI, IDBI and UTI. We are committed to provide a seamless experience to our clients who can enjoy the facility of viewing the current value of their holding in Mutual Funds, Purchase or redeem Mutual Funds through any of our options via online, mobile app, telephone or visit any of our Branches.

Retirement Solutions: We offer a range of retirement strategies and guidance to help you meet your needs and retirement goals. From NPS (National Pension Scheme) to Retirement Savings Plan our endeavour is to provide financial freedom to the client after his/her retirement.

Goal Oriented Investing: Goal driven investing helps investors think through their priorities, identify goals and keeps them focused on what is important, rather than attempting to time the market. SIP (Systematic Investment Plan) is ideal ways for anyone plan his/her to investment. SIP is a method of investing a fixed sum, regularly, in an investment scheme. SIP allows one to buy units on a given date each month, so that one can implement a suitable saving plan without worrying about the market volatility, invest regularly in small amounts & let the money grow over a period of time, so that one can realize goals. We at JKBFSL offer clients the freedom to choose any SIP scheme from Equity, Debt, and Balanced to Gold ETF SIP. As we at JKBFSL believe in empowering the client, we have launched a GOLD ETF SIP where a client can invest in GOLD ETF on a monthly basis & can invest as low as 1 unit which can help him/her to mobilize savings into GOLD on a periodic basis. We also do offer Mutual Fund SIP which aims at creating wealth for the client over the long term. We further do extend our offering in Stock SIP where a client can invest a fixed amount in Stocks on a regular basis, this is ideal for those investors who want to enter stock markets & build a portfolio but don't want to invest aggressively in one go.

Tax Planning: At JKBFSL we provide various offerings like ELSS and Tax Saving Plans, which can help a client in efficient tax planning.