Jama - Financial Planning and Mutual Fund Investment Advisory Platform

Plan a rich life with every financial goal detailed, by our award winning financial planning service.

Sincere. Unbiased (no commission, no brokerage). Secure (money not touched).

Financial planning made simple and honest

Jamā helps build a personalised financial plan to meet your goals. Your incomes & expenses, current investments, commitments are goals are factored. Seamless execution and live tracking assure success.

Complete Financial Plan

Complete financial plan with a full view of your finances, asset allocation, goals (eg: retirement, child's education), review, and rebalancing.

Retirement Planning

With increasing life expectancy & medical inflation, planning a long retirement with steady income is not easy. Jamā's helps plan, invest and track in one place.

Child's Education Planning

Estimate your child's graduation and post graduation costs and plan to build the required amount. Execute and track the plan real time. Why not give the best to your child!

Goal planning

Plan for any goal (eg: vacation, home ownership, wedding) with confidence. Estimate future cost with inflation, map avaialble investments and define monthly contribution.

Dedicated SEBI Regd Advisor

SEBI Registered Investment Advisor assures you zero bias, trusted advise. No traps or tricks mean you get to your goals faster.

Life Insurance Planning

Get right-sized insurance advice that can save you millions. Review of current policies. No more excess premium or being under-insured with toxic products like 'money-back' policies or ULIPs.

Health Insurance Planning

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

What we offer

Plan for your life goals with the best investment selection, using Jamā's honest investment advisory offerings (unbiased because of zero commissions, zero brokerage)

How to start a financial plan?

Starting a financial plan need not be a stressful exercise. Hire a SEBI Registered Investment Advisor to avoid the traps of the financial product salesmen.
RIA works strictly in an unbiased manner. Failing to plan is the same as planning to fail. Do not delay.

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