Your Future

A Dedicated Financial Consultant for You

Who We Are

Personalized Financial Guidance for Your Life Goals

At Mathews Jacob Financial Consultant, we pride ourselves on achieving excellent results for our clients. With personalized strategies, we help secure their financial futures through tailored insurance and investment solutions.

We specialize in retirement planning, life insurance, and more, ensuring peace of mind for our clients and helping them achieve their financial aspirations.

Our Journey Together

Mathews Jacob Financial Consultant began with a vision to empower individuals in their financial decision-making. Our journey is defined by dedication, trust, and a commitment to our clients’ success.

From humble beginnings, we’ve grown to become a trusted partner in financial consulting, delivering tailored solutions that meet each client’s unique needs.

Our Mission

To empower and guide our clients through every step of their financial journey, ensuring they feel confident and secure in their financial decisions and future.

Our Vision

To be the leading financial consultant in the industry, recognized for our personalized service, integrity, and commitment to helping clients achieve financial security and peace of mind.

Our Milestones

Key Moments in Our History

A timeline of our significant achievements and growth at Mathews Jacob Financial Consultant.

Year 2017

Founded in 2017

Mathews Jacob Financial Consultancy was established in partnership with ICICI Prudential, driven by the desire to provide individuals with personalized financial advice and solutions.

Year 2017

First Client Success

In 2017, we celebrated our first major client success, helping them secure a lucrative retirement plan that set the tone for future achievements.

Year 2019

Expanded Services

By 2019, partnering with Star Health Insurance, we expanded our services to include health insurance, allowing us to provide comprehensive financial solutions to our clients.

Year 2024

Mutual Fund Distributor

In June 2024, Mathews Jacob became a Mutual Fund Distributor ARN-294736. Partnered with AssetPlus, SBI Life, Aditya Birla Sun Life and many other major Mutual Fund AMCs. By increasing my client base, it was a big leap forward.

Year 2024

HDFC ERGO Partnership

In October 2024, Mathews Jacob became an authorized Advisor for HDFC ERGO General Insurance enhancing our ability to offer quality Health Insurance, Car/Bike Insurance and other General Insurance products to our valued clients.

Year 2025

HDFC Life Partnership

In April 2025, Mathews Jacob became an authorized consultant for HDFC Life, enhancing our ability to offer quality Life Insurance, Retirement Plan/Pension Plan products to our valued clients.

Connect With Us

Ready to Start Your Financial Journey?

Reach out today and discover how we can help you achieve financial clarity and security for you and your loved ones.

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