Plan a rich life with every financial goal detailed, by our award winning financial planning service.
Sincere. Unbiased (no commission, no brokerage).
Secure (money not touched).
Why investing is better with Jamā
Jama helps build a personalised financial plan to meet your goals. Your incomes & expenses, current investments, commitments and goals are factored. Seamless execution and live tracking assure success.
Complete Financial Plan
Complete financial plan with a full view of your finances, asset allocation, goals (eg: retirement, child's education), review, and rebalancing.
Retirement Planning
With increasing life expectancy & medical inflation, planning a long retirement with steady income is not easy. Jamā's helps plan, invest and track in one place.
Child's Education Planning
Estimate your child's graduation and post graduation costs and plan to build the required amount. Execute and track the plan real time. Why not give the best to your child!
Goal planning
Plan for any goal (eg: vacation, home ownership, wedding) with confidence. Estimate future cost with inflation, map available investments and define monthly contribution.
Dedicated SEBI Regd Advisor
SEBI Registered Investment Advisor assures you zero bias, trusted advise. No traps or tricks mean you get to your goals faster.
Life Insurance Planning
Get right-sized insurance advice that can save you millions. Review of current policies. No more excess premium or being under-insured with toxic products like 'money-back' policies or ULIPs.
Health Insurance Planning
Review your existing medical policies and choose the right health insurance plan.
Power Your Financial Plan
Plan for your life goals with the best investment selection, using Jamā's honest investment advisory offerings (unbiased because of zero commissions, zero brokerage)
Jama Advisory & Research (JAR) Strategy
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
Jama Mutual Fund Advisory
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
25,000
Trusted members
500
Locations Served
300 cr
Assets advised
Client Testimonials
Jama financial advisors have made Financial Planning truly comprehensive and unbiased.
Thanks to Jama Advisory, I could start my business with confidence. Money works hard for me and not the system.
Jama direct mutual fund & zero commission/brokerage advisory model builds trust. It is refreshing.
As Featured In
Our Partners
BSE Membership 12138
SEBI Registered Investment Advisor INA200015583
Advisor: Simply Grow Technologies
AMFI Member 112310
(Only for Switching to direct plans)