Jama - Financial Planning and Mutual Fund Investment Advisory Platform

Manage your wealth with a trusted SEBI Regd advisor, who works only in your interest.

Unbiased (no commission, no brokerage).
Secure (money never touched).

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Why investing is better with Jamā

Personalised Portfolio Design

Personalised investment selection from direct equity and direct mutual funds based on your goals and risk profile. Asset allocation to suit your style.

Regular Portfolio Reviews

Rigorous tracking of investments. We have your back covered and will act before investments suffer, or opportunities are lost

Portfolio Rebalancing.

Periodic re-alignment with recommended asset allocation. We help you harvest gains and avoid losses.

Wealth Protection

A comprehensive financial plan that advises on the right insurance to protect your family. Assistance on succession planning and will creation.

Direct Equity Advisory

We help you create wealth in the stock market with a proven investment philosophy.

Our Backtested Results Have Beaten the Index

Jamā's research on company fundamentals, has selected an equity portfolio that has beaten the Nifty 50 index consistently.

How we select stocks
  • Strong corporate governance and promoter track record
  • Robust sales and profit growth
  • Operational cash flows & low debt
  • Strong return on equity
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Our Backtested Results Have Beaten the Index

Jamā's algo based picks have outperformed the benchmark consistently.

How we select mutual funds
  • Consistent performance & peer ranking
  • Faster growth in rising markets & lesser drop in falling markets
  • Operational cash flows & low debt
  • Fund house reputation and integrity
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Trusted members


Locations Served

300 cr

Assets advised

Client Testimonials

Nageswara Rao Vasireddy

Jama financial advisors have made Financial Planning truly comprehensive and unbiased.

Abhijit Sen

Thanks to Jama Advisory, I could start my business with confidence. Money works hard for me and not the system.

Gautam Khanna

Jama direct mutual fund & zero commission/brokerage advisory model builds trust. It is refreshing.

Our Partners

BSE Membership 12138
SEBI Registered Investment Advisor INA200015583

Advisor: Simply Grow Technologies

AMFI Member 112310

(Only for Switching to direct plans)