Jama Wealth: Investment Advisory & Fin Plan App description

Jama Wealth is an investment advisory app that helps you preserve & grow wealth.

We are a SEBI Registered Investment Advisory company (Corporate RIA with INA 200015883).

Distributors and agents are not authorised to provide investment advice.

We offer India’s Cleanest & Unbiased Investing Model.
• We are contact less, never touch your money.
• There are No commissions / indirect fees.
• There are No exit loads / lock in on our services.
• Jama assures your privacy.
• We are not a market place and do not push third party products for a commission.

Jama is Powered by Best in Class Technology:
• Machine Learning Algorithms that discern key parameters
• Dynamic stock and fund selection logic to build portfolios
• Integration with leading demat providers for stocks and BSE StAR for mutual funds
• Portfolio updates keeping emotions in check leading to better long term performance

Platform Features
• Invest in the best stocks and mutual funds
• Track all investments made anywhere
• Manage family portfolios
• Create a Financial Plan
• Invest as per your Risk Profile
• Switch to Direct plans in Mutual Funds

Equity Advisory
• Earn more with proven portfolio strategies, Payless than alternatives
• Highly researched equity portfolio that Creates Wealth for you.
• Timely advice on stock replacement and rebalancing
• Equity Advisory has been outperforming the index benchmarks since launch
• Investment Philosophy is roots and wings.
• Roots identify low debt companies with High return on Equity run by Promoters with Skin in the game.
• Wings identify companies with Growing sales and profits, Robust cash flows, and Strong market share.

Investment Advisory Features
• Advice on how much to invest and where (eg: Debt, Equity, Gold) basis risk profile
• Advice on which Mutual Funds to buy
• Advice on portfolio changes annually to re-balance as per above plan
• Personalised Advice on Financial Plan, Goals and Live Tracking of Financial Plan
• Advice on how much Term Life & Health Insurance to buy, cost benefit of existing insurance policies
• Advice on Mutual Fund Tracking & Replacement (quarterly)
• Performance Review of Stocks in portfolio using our Machine Learning algorithms
• Advice on Reducing Loans, Expenses & Investment related Taxes
• Advice on Succession Planning & Will preparation

Registrations & Certifications:
SEBI Registered Investment Advisor individuals INA20006725 & INA20006999,
ISO 9001 Certified,
ISO 27001 Certified,
Government of India DIPP Certified

Our partners:
BSE Star transaction platform,
Karvy (eKYC),
AMFI,
BSE,
NSE (Portfolio feeds).