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Wealth Management

JRL Group provides a comprehensive financial plan and investment solution set. Based on the clients’ needs, a particular product is thoroughly reviewed to check its investment suitability, and then recommended to clients. JRL Group Wealth Management Services also provides periodical updates / recommendations to its clients on their Mutual Fund portfolio, which is achieved through active portfolio tracking.

  • Distributors of Mutual Funds
  • Distributors of Real Estate Funds and PE funds
  • Real Estate Advisory
  • Inter Corporate Deposits
  • Alternate Assets Investment Solutions in Singapore

Short Term Corporate Loans

Small businesses most often need short-term loans instead of long term debt financing. Most term loans are classified as short-term, usually have a maturity of one year or less. Or one might need to use for raising working capital to cover temporary deficiencies in funds so you can meet payrolls and other expenses.

Over a period of time, JRL have built a very strong base of corporate client’s spread across the country and with its rich experience it helps the clients with the short term loans funding.

Financial Planning

Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a house, saving for your child's higher education or planning for retirement.

The Financial Planning Process consists of six steps that help you take a 'big picture' look at where you are currently. Using these six steps, you can work out where you are now, what you may need in the future and what you must do to reach your goals.

The process of financial plan

  • Step 1

    Preliminary Meeting

  • Step 2

    Gathering Client data.,including goals

  • Step 3

    Analysing and Evaluating the financial data

  • Step 4

    Developing and Presenting a financial plan

  • Step 5

    Implementing the financial plan

  • Step 6

    Periodic reviews and rebalancing of the financial plan

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