Build & Conserve Wealth With Confidence

Our SEBI Registered Investment Advisors help you make the most of your money with smart technology. Build wealth faster by eliminating indirect commissions.


Platinum

How it Works?

1. You Tell Us Your Needs

  • What are you investing for?  
  • We understand your investment style and preference.
  • 2. Review Quote

  • We send you a price quote, depending on your needs and portfolio complexity.
  • Once you decide, pay the fees on mutually agreed terms.
  • 3. We Build You Smart Portfolio

  • We’ll build you a personalized portfolio.
  • Investment plan covers asset allocation and a detailed fund selection mapped to your goals.
  • A schedule with Lumpsum, SIP, STP, SWP plans are all covered in detail.
  • 4. We Track The Portfolio

  • We track your portfolio for best returns with smart technology.
  • All action items are tracked with reminders
  • An unbiased SEBI Registered advisor is assigned for ongoing advice.



  • What's Included



      Intelligent Platform
  • Scientific Fund Selection
  • Systematic Plans: SIP, STP, SWP, Smart SIP*
  • Risk Profile & Personalised Funds
  • Asset Allocation Recommendation
  • Market Alerts
  • Family Portfolio
  • Mobile & Webapp


    • Portfolio Advisory
  • Portfolio Structuring  
  • Smart Switch To Direct  
  • Tax Efficiency of Portfolio
  • Dedicated SEBI Regd Advisor
  • Fund Performance Tracking  
  • Quarterly Report Cards
  • Portfolio Rebalancing



    • Financial Planning
  • Complete Financial Plan  
  • Life Insurance Planning  
  • Health Insurance Planning  
  • Dedicated SEBI Regd Advisor
  • Life Goal Planning  
  • Retirement Planning
  • Post-Retirement Income Plan  







  • Great Value



    Intelligent Platform





    +

    Portfolio Advisory





    +

    Financial Planning







    Price

    Upto 0.49% of Portfolio

    ( Min   9,800 / yr)

    Compare with upto 1.5% costs incurred
    in regular plans






    Why Invest in Direct Mutual Funds With Jama


    Jama - Direct Mutual Funds zero commisions

    Only Direct Plans

    From 30+ AMCs covering 17,000 schemes.
    Single login for all best funds

    Jama - Direct Mutual Funds - Free Mutual Fund Advisor

    Intelligent Algorithms

    Smart mutual fund selection.
    Intelligent portfolio tracking.

    Jama - Direct Mutual Funds - Switch Old Investments

    Switch Old Investments

    Switch to Direct Plan from Regular
    in under five minutes.

    Jama - Direct Mutual Funds - SEBI Registered Advisors

    SEBI Registered Advisors

    Advice from SEBI Registered Investment Advisors.
    They are on your side, not the industry.

    Safe & Secure

    Money exchange directly with MF.
    Jama holds nether units nor money.

    Jama - Direct Mutual Funds- Honest Pricing

    Honest Pricing

    No hidden commissions. No 'FREE' gimmicks
    Small upfront fees.



    Frequently Asked Questions

    Choose one or both:
    (1) Financial Planning: A complete plan for your life goals based on your financial status and profile. Ensure dear ones are protected with life and health insurance.
    (2) Portfolio Advisory: Covers everything about funds in your portfolio, tracking, replacement, switching to direct and rebalancing. These activities generate an extra 3% to 4% growth.

    You will get a dedicated SEBI Registered Investment Advisor who will do the planning for you. An RIA is unbiased and is not influenced by the financial service industry.

    You don’t have to. If you wish to get the Financial Plan reviewed, it can be done for a reduced fee (exact amount will be finalized when you sign up). Portfolio Review and Advisory may be repeated if you wish to ensure portfolio growth and stability.

    You can opt for a flat fee model without the Financial Planning or Portfolio Advisory services. Our smart Portfolio Advisory services are dependent on the portfolio size and complexity, since that requires deeper analysis, research and time to discuss with you.

    Over time your investments deviate from your ideal state. Like weeds in a garden. We help prune the portfolio, weed out bad performers and switch funds if needed. This can boost portfolio returns by 3% to 4% yearly.

    Either during annual rebalancing or sometimes earlier (when our fund monitor turns red), we alert you to fund replacements, to ensure portfolio is on track. Any changes are after considering all taxes and loads.

    Absolutely. We never touch (or pool) your money. The funds transfer via net banking is directly to the Mutal Fund company, from your bank account. When you redeem, money reaches your bank account directly.

    Yes. MF holdings are maintained electronically by the Registrar & Transfer Agency. They work for Mutual Fund company and not for us.

    No. Any redemption or withdrawal requires your approval (via SMS or email). Your money reaches your bank account directly.

    Jama is built to last, by industry veterans with strong backgrounds. However if you wish to move out of Jama for any reason, you can invest/redeem with the Mutual Fund company directly. Your holdings or money are never kept with us.

    Jama has a helpline 906-914-1025 or you can reach us on email at help@jama.co.in We are also on FB Messenger and Whatsapp.




    Why Our Customers Like Us

    Jama-Direct Mutual Fund app on PlayStore

    App Rating


    Talk to our Advisory Team

    Schedule a free appointment to know more. A SEBI Registered Investment Advisor will speak with you.





    Over 1000 + advisory clients living in 8 countries and 30+ cities across India