Welcome to India's Most Sincere Investment Advisory Platform

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

Make money work harder for you. Not for commission agents.

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Investment Advisory Services by Jama

Design Best Performing Investment Portfolios

Get portfolios that meet your needs. Pick from the best performing funds and equities.

Smart Switch To Direct

Switch to zero commission direct mutual funds and zero brokerage direct equity. We scan for performance, taxes and exit factors.

Efficient Portfolios

Reduce the drag of commissions, fees. Be tax efficient. Grow upto 2x-3x more in the long run.

Dedicated SEBI Regd Investment Advisor

Investment advise by experts. Unbiased and neutral. Working for you, and not the commission industry.

Fund Performance Tracking

Ensure your funds continue to do well. Weed out bad ones. Rebalance periodically for best returns.

Performance Reviews

Review not only the portfolio but also how your financial goals are on track.

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 Portfolio Performance
Measure Inefficiencies: Costs/Fees/Taxe
Identify Concentration Risks
Identify Liquidity Risk

3. Design Optimal Portfolio

Optimal Asset Allocation: Stocks, Mutual Funds
Asset Reallocation Strategy
Map to Goals
Systematic Plans (SIP, STP, SWP)
4. Build Investment Portfolio
Pick best funds/stocks 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 A Free MF Portfolio Check no obligation, no catch