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Welcome To Jogimutt Enterprises LLP

AMFI-Registered Mutual Fund Distributor

Mutual Funds

Grow Your Wealth with Smart Investing

Portfolio Rebalancing

Fine-Tune Your Portfolio for Success

Life Insurance

Because Your Loved Ones Deserve Security

Tax Solutions

Tax Solutions That Work for You

TravelTailor

Tailored Travel, Timeless Memories

Risk Management

Smart Strategies for Safer Outcomes

Child Education Solutions

Your Child’s Future, Well Planned

Retirement Solutions

Smart Planning for a Peaceful Retirement

The Spirit of Jogimutt: Patience is Wealth

At Jogimutt Enterprises LLP, our name is deeply rooted in the Indian ideal of patience and disciplined waiting — the quiet power of those who remain calm, observe wisely, and allow time to create value. This timeless philosophy mirrors the core principle of successful investing: wealth is not built through haste, but through consistent, thoughtful decisions and long-term commitment.

We don’t believe in chasing trends. We believe in building lasting relationships, offering clear, independent advice, and helping investors make sound financial choices - patiently, purposefully, and with integrity.

In today’s fast-paced world, the urge to act quickly, chase trends, or “time the market” can be overwhelming. But real wealth isn’t created by constant activity - it’s built through disciplined patience and the power of long-term compounding.

We believe that before you plan, invest, or act - you must learn to wait. Not with inaction, but with intention.

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An average Indian takes 36000 Financial Decisions in his lifetime. Some of them are gamechangers. We help you take right Financial Decisions

01

Financial Assessment

Get customized approach across investments, needs, expenses, insurance, loans, real estate, and taxes

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02

Execute Investments

Implement your customized approach by buying all the recommended financial products on one single platform.

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03

Manage & Review

Track your journey and review/rebalance your investments to make sure they are aligned with your goals.

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04

Quarterly Investment Review (QIR)

We do a review exercise once a quarter, and a detailed review yearly. Based on the reviews, rebalancing is suggested as appropriate.

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05

Monthly and Yearly Reports

Monthly reports guide you to be aware of what you own and how this is changing over a period of time. Yearly capital gains report helps in tax filing – an annual mandatory ritual for every investor.

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06

On call throughout the year

Quarterly call to discuss about the portfolio, the markets, explaining steps to be taken, etc. we are available for quick call whenever necessary.

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At Jogimutt Enterprises LLP, we are committed to guiding individuals, families, and businesses towards financial success; key focus being

Products

Mutual Fund Solutions

Tailored mutual fund portfolios designed to align with your financial goals—be it retirement, education, or wealth creation. We provide diversified options with regular performance tracking and rebalancing.

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Demat & Trading Services

Simplified and secure Demat account setup and trading support. We make it easy to manage your equity investments with expert assistance and platform onboarding.

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Equity, ETFs & Thematic Portfolios

Explore handpicked equity investments, ETFs, and small case-style portfolios curated to match your goals and risk appetite - with research-backed strategies

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Bonds for Sure: Fixed Income

Reliable bond investment strategies offering steady income through well-researched government and corporate bond selections with tax-efficient options

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Corporate Fixed Deposits

Get the best out of your idle cash with our curated fixed deposit offerings across leading institutions, ensuring safety, liquidity, and assured returns

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Pension Path: NPS

Your personalized guide to a secure retirement through the National Pension System. We help you choose the right mix of equity and debt while optimizing tax benefit

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Alternative Investment Funds

Designed for high-net-worth individuals seeking to diversify—gain exclusive access to vetted Alternative Investment Funds with professional due diligence and advisory

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Life Insurance Solutions

Life insurance solutions tailored to your needs—whether for protection, investment, or tax savings. We help you choose the right policy with unbiased direction

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Medical Insurance Solutions

Comprehensive health insurance plans for individuals, families, and senior citizens. Compare top insurers and get coverage that truly supports you when it matters

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General Insurance

One-stop solution for all your general insurance needs—vehicle, travel, home, and business. Get expert advice and hassle-free claim support

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Digital Will

Create a legally valid digital will with ease. Ensure your loved ones are protected and your assets are passed on as intended

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Loan Ease: Lending & Credit Advisory

Need a loan? We’ve got you covered—from housing and personal loans to business and vehicle finance—with documentation assistance and best-rate negotiations – we have the right partners for you

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Services

Golden Years Strategy

Plan today for freedom tomorrow — a structured approach to your financially independent future

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DreamSteps for Kids

Secure your child’s education and ambitions with a goal-based financial strategy

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Global India Bridge

Seamless investment solutions for NRIs — manage your India portfolio from anywhere in the world

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Risk Management

A comprehensive protection strategy against life, health, and financial risks

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SmartTax Assist

From deductions to declarations — expert guidance to minimize taxes and maximize savings

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Real Estate Services

Buy, sell, or invest with confidence in Real Estate assets — expert insights to help you make confident real estate decisions

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Portfolio Management Services

Curated equity strategies for high-net-worth individuals, with expert fund manager access

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Portfolio Rebalancing Services

Maintain optimal portfolio health by periodically rebalancing your investments to match your financial goals, risk appetite, and market conditions.

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Asset Allocation Services

Strategic distribution of your assets across equity, debt, gold, and other classes to ensure diversification, risk management, and long-term growth.

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Financial Coaching & Education

Personalized coaching to boost your financial confidence—understand money mindset, budgeting, investments, and debt management with expert guidance.

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HUF Investment Services

Maximize the potential of your Hindu Undivided Family setup with tailored investment solutions.

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Compliance Connect

Your one-stop solution for KYC, FATCA, nominee updates, and regulatory compliance needs.

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Clarity

to our investors that they will never ever have to worry about money.

Roadmap

help & show a way to achieve their requirements.

Avoid costly product mistakes

Expertise in transcending distances through technology and serving customers from a large number of cities and NRIs

Focus & Continuous Monitoring

to stick to the plan even during difficult times.

Promise

to make our investors Happier & Wealthier by delivering superior experience

GIVE SHAPE TO YOUR INVESTMENTS....

Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.

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Happy Clients

"I have been working with Prashanth Jogimutt for over 5 years now, and his advice on mutual fund investments has been invaluable. What I appreciate most is his ethical approach - he recommends funds that are truly in the client’s best interest, not just popular ones. Prashanth keeps me updated on performance reviews and ensures my portfolio stays aligned with my evolving goals. His commitment to client success is unmatched. I am grateful for his mutual fund services and strongly recommend him to friends and family "

Divya Nair

"Manager, Cognizant, Bangalore"

"I started my investment journey with Prashanth Jogimutt after years of hesitation, and I can confidently say it was the best decision for my financial future. Prashanth’s expertise in mutual fund investments made the entire process simple and transparent. He explained various fund options, tax benefits, and growth potential in a way I could easily understand. Thanks to his guidance, my SIPs are well-structured, and my portfolio is showing steady growth despite market fluctuations. "

Sandeep Menon

"Principal Architect, TCS, Kochi"

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