India's Most Sincere & Comprehensive Financial Planning Service

Get a comprehensive financial plan to meet your life goals. Jama offers transparent and honest financial planning advice.

Plan a rich life!

Build a Free Financial Plan no obligation, no catch
Schedule a Consultation no obligation, get a free account

Financial Planning Services To Achieve Your Goals

Complete Financial Plan

Complete financial plan with a full view of your finances, asset allocation, goal plans, review, and rebalancing.

Dedicated SEBI Regd Advisor

Best Financial Plans by honest advisors for a rich life. Zero Bias.

Life Insurance Planning

Get right insurance cover advice for your personal situation. Dont waste on excess premium. Dont get under insured.

Health Insurance Planning

Review your existing medical policies and  choose the right health insurance plan.

Life Goal Planning

We assist you to determine your financial goals like children education, marriage, and retirement.

Retirement Planning

Help you plan for a long life of respect, by making the right investment choices today.

Post-Retirement Income Plan

Post-retirement plan to ensure a steady income for a comfortable life.

How It Works ?

1. Tell Us Your Needs

What Are You Investing For?
Your Investment Style / Risk Profile
Your Current Holdings
Your Cash Flows
2. Review Draft
Asset Allocation & Rebalancing
Goal Based Plan
Investment Plan (Mutual funds, Stocks)
Insurance Plan

3. Execute The Plan

Setup Instant Online Account
Make Investments For Goals
Reallocate Previous Investments
Setup SIPs, STPs and SWPs
4. Quarterly Review
Asset Reallocation
Asset Rebalancing
Performance Review
Goal Review

Why Financial Planning By Jama Is Different

Fiduciary Model

Advisory Focused. Zero Commission.

Hence, unbiased, unadulterated advice.

Higher returns net of costs.

Strong Track Record

Mutual fund picks have been in the top quartile.

Equity models out-performed  Nifty 50.

Thousands of customers across 800+ locations.

Advising on 300+ crores of assets.

Top Notch Team

Team of IIM, IIT, CA Ranker & SEBI Registered Investment Advisors.

Decades of leadership experience in financial services sector.

Safe & Secure

Client funds are never accessed or pooled.

Jama only facilitates and advises neutrally.

Robust Technology

Real time dashboards of self and family portfolios.

Seamless transactions. Analytics driven.

Concierge Level Assistance

Should you need, we provide concierge level assistance.

Instruct/act over the app, email, whatsapp.

Build a Free Financial Plan no obligation, no catch
Schedule a Consultation no obligation, get a free account