How it Works?
1. Tell us more
2. Review Quote
3. We build a NRI portfolio
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From 30+ AMCs covering 17,000 schemes.
Single login for all best funds
Smart mutual fund selection.
Intelligent portfolio tracking.
Switch to Direct Plan from Regular
in under five minutes.
Advice from SEBI Registered Investment Advisors.
They are on your side, not the industry.
Money exchange directly with MF.
Jama holds nether units nor money.
No hidden commissions. No 'FREE'
info
Small upfront fees.
Yes, NRIs can invest in Mutual Funds in India. Jama has a curated list of Mutual Funds available based on the country the NRI is based on.
Some paperwork may be required by law for the first transaction. We will guide you through the process.
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.
(a.) India has a Double Taxation
Avoidance Agreement (DTAA) with most other countries. For any gains made in India, long term
capital gains (LTCG) or short term capital gains (STCG) may be applicable. Please see a ready reckoner
(b.) Some countries such as USA
require the NRI to pay taxes on unrealized gains made during the tax year. Jama helps you
with a transaction based report to identify the gains.
Yes, if the country you are based in has a DTAA (see above qn) with India, you can claim a foreign tax credit. The fund house will send you a TDS (Tax Deducted at Source) certificate, which can be shown as proof.
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.
Gautam Khanna
Vice President, IT MNC
Jamā Wealth Advisory has helped build my portfolio with first principles, in my interest. The transparent and customer first mindset is refreshing.
Abhijit Sen
Businessman
Thanks to Jamā Advisory, I have embarked on my entrepreneurial journey with the confidence that my money is working hard for me and not the ’system'. The 0% Conflict of Interest model is the result of 0% Commission. This means i get the best advice on the right funds and right allocations.
Nageswara Rao Vasireddy
Sales Leader, Pharma Industry
With professional help on the right asset allocation, re-balancing and risk mitigation, I am able to meet my aspirations. I love the way Wealth Management is being simplified by Jamā, with its zero vested interest approach.
For Beginner
0
BEST VALUE
For Smart Investor
1,499
For Serious Investor
9,800
(upto 0.49% of portfolio)
