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Price
9,800 / yr)
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' gimmicks
info
Small upfront fees.
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.
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.
