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    JM Financial Services

    Uploaded by

    Ragavendra Krishnamoorthy

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    JM Financial Services

    Uploaded by

    Ragavendra Krishnamoorthy
    14 views1 page

    Copyright

    © © All Rights Reserved

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    DOCX, PDF, TXT or read online from Scribd

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    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    14 views1 page

    JM Financial Services

    Uploaded by

    Ragavendra Krishnamoorthy

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 1

    1.

    Merger with Morgan Stanley’s Indian Operations (2012): In 2012, JM Financial


    Group entered into a strategic partnership with Morgan Stanley, a leading global
    financial services firm. As part of this partnership, JM Financial acquired Morgan
    Stanley's Indian wealth management business, including its private wealth
    management, retail brokerage, and institutional equities businesses. This merger
    allowed JM Financial to significantly expand its presence in the Indian financial
    services market and leverage Morgan Stanley's expertise and client base.
    2. Partnership with BNP Paribas (2018): JM Financial Services forged a strategic
    partnership with BNP Paribas, one of the largest banks in the world, to offer
    investment banking services in India. This partnership aimed to capitalize on BNP
    Paribas' global network and expertise in investment banking and JM Financial's strong
    presence in the Indian market. Together, they collaborated on various capital market
    transactions, including equity capital raising, mergers and acquisitions, and debt
    financing.
    3. Acquisition of India Home Loan Limited (2018): JM Financial Services acquired a
    majority stake in India Home Loan Limited (IHLL), a housing finance company, in
    2018. This strategic acquisition enabled JM Financial to diversify its portfolio of
    financial services and enter the housing finance segment. IHLL specialized in
    providing affordable housing finance solutions to customers in semi-urban and rural
    areas, aligning with JM Financial's focus on inclusive finance and expanding its
    customer base.
    4. Expansion of Wealth Management Services: JM Financial Services has
    continuously expanded its wealth management offerings through strategic
    partnerships, acquisitions, and organic growth initiatives. The company has focused
    on catering to high-net-worth individuals (HNIs) and ultra-high-net-worth individuals
    (UHNIs) by offering personalized wealth management solutions, investment advisory
    services, and estate planning services. This strategic focus has helped JM Financial
    strengthen its position as a leading wealth management firm in India.

    Overall, JM Financial Services has pursued strategic synergies through partnerships,


    acquisitions, and expansion initiatives to diversify its service offerings, enhance its market
    presence, and capitalize on growth opportunities in the Indian financial services industry.
    These strategic initiatives have contributed to the company's sustained growth and success in
    delivering value to its clients and stakeholders.

    3.5

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