Pricing Plans

BASIC PLAN
FREE
 

Scientific Fund Selection
Paperless Transactions
ZERO transaction charges
Instant FREE Switch to Direct Funds
Dashboard to track Investments
Portfolio upto Rs 50,000
Tax Reports for end of year filing*

Price: FREE

SILVER
Rs 41.50/MONTH

All Basic Plan features +

Unlimited Transactions
Unlimited Portfolio
Expanded Fund Selection
Goal Planning – one goal *
Tax Reports for end of year filing *

Price: Rs 499 / year
payable annually

GOLD PLAN
Rs 99/MONTH

All Silver Plan features +

Risk profile assessment
Asset allocation based on risk profile
Market Health Alerts
Goal Planning – 3 goals *
Systematic Withdrawal Plans *
Systematic Transfer Plans *
Tax implication alert on all Withdrawals

Price: Rs 99 / month
payable annually

 

Platinum Plan

Personalised Investment Advisory: Our SEBI Registered Investment Advisers will spend time with you to understand your needs, goals and arrive at a customised Financial Plan for you. You enjoy all Gold Plan features.

Comprehensive Financial Planning
  • Personalised Mutual Fund Selection based on Discussion. Covering all investments (MF, Stocks, PPF, EPF, NPS etc)
  • Asset Re-balancing, Fund Performance Review & Consolidation
  • Personalised Goal based financial planning (e.g.: Child’s Education) & Fund selection
  • Retirement Corpus Planning (Your biggest Goal, covering longevity, planning cash flows for life); post retirement financial plan
Benefits

  • Reduced leakage in terms of commissions, fees, loads.
  • Add this to selection of right funds, can generate additional returns of about 4%-5% compared to category avg returns
Insurance Advisory Services Plan
  • Life Insurance Planning
  • Health Insurance Planning
  • Review of current policies and exit strategy (note: most ULIPs destroy wealth)
Benefits

  • Some (if not many) Insurance linked investment products are among the biggest wealth destroyers.
  • We help right size insurance for your actual need (not what agent pushes).
  • Exiting old policies after careful analysis improves wealth significantly.
Other Services
  • Tax Planning Advisory
  • Estate Planning (inheritance, will writing etc)
Benefits

  • Tax Optimisation could lead to significant wealth retention and increase in after tax income.
  • Estate planning helps optimise wealth transition in a clear manner.

Suggested Price: 0.49% of Portfolio, or Customised

•  Total Package Price:  0.49% of portfolio
•  Specific Services available at lesser fees
•  Suitable discounts, based on client context



We guarantee unbiased services as we are a completely neutral platform. Our client’s growth is what excites us (we are not paid by the Mutual Fund companies or Stock Broking platforms)




* feature coming soon

All plans are free upto Rs 50,000 or the first three transactions.

Goods & Services Tax of 18% will be added to the base prices mentioned above.

Jama reserves the right to change the plans and/or the features at anytime without any notice