JM WEALTH CREATORS by Naresh Agrawal



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Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, view historical performance, and generate detailed reports. Invest in mutual funds online and manage SIPs.




This app provides intelligent mutual fund investing solutions using machine learning for asset allocation and portfolio management. It aims to offer higher returns than regular SIPs and simplifies lump sum investments and monthly cash flow generation. The platform ensures paperless onboarding, automated execution, and real-time portfolio tracking with advanced analytics.






This app helps families manage and access important financial and personal documents after the loss of an earning member. It digitizes documents, provides access to designated deputies, and offers financial fitness checks.


This platform offers AI-driven wealth management solutions, enabling users to invest in mutual funds, stocks, and global indices. It also provides financial planning and insurance services to help users achieve their long-term goals and protect their families.