Welcome to India's Most Sincere NRI Investment Advisory Platform

Get unbiased and honest investment advisory on mutual fund and direct equity investments. Proven results.

 

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NRI Investment Advisory Services by Jama

Personalised Portfolio Structuring

 Portfolio Analysis NRIs factoring in the performance, taxes, switch and exit implications.

Smart Switch To Direct

Switch to direct with detailed analysis and tax optimization keeping in view the status of residence. 

Tax Efficiency Of NRI Portfolio

Portfolio structuring keeping in view tax implications for NRIs

Dedicated SEBI Regd Advisor

Investment advises and portfolio structuring by the dedicated personal investment advisor.

Fund Performance Tracking

Exclusive review and rebalancing the of the NRI Portfolio by the dedicated advisor.

Quarterly Report cards

Performance report generated for the NRI investment portfolio every quarter.

Portfolio Rebalancing

Rebalance the NRI portfolio for the continuous best returns.

How It Works ?

1.Let Us Know You More
What Are You Investing For?
How long do you wish to invest?
Your investable surplus
Your investment style (risk profile)
2.Review Current Portfolio
Study Current NRI Investment Portfolio Performance
Measure Inefficiencies: Costs/Fees/Taxes
Identify Concentration Risks
Identify Liquidity Risk
3. Design Optimal Portfolio
Optimal Asset Allocation: Stocks, Mutual Funds
Asset Reallocation Strategy
Map to NRI Goals
Systematic Plans (SIP, STP, SWP)
4. Build Investment Portfolio
Place lump sums per new asset allocation
Setup SIPs, STPs, SWPs
Quarterly Reviews of Mutual Funds & Equity
Asset rebalancing on periodic basis

Why Investment Advisory 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.

Schedule Free Consultation no obligation, get a free account
Get Free Portfolio Check no obligation, no catch