Elite Circle

Digital Onboarding & Multi -
                    Asset Multi-Account Opening

Exclusive & Comprehensive Financial Advisory

  • Designed for personalized financial advisory service
  • Achieve financial goals while building wealth over time
Multi-Asset Investment
                    Execution Integration

Managed Portfolio
Advisory & Rebalancing

  • 15-25 growth stocks for Flexicap
    and Smallcap Strategies
  • Customized buy/sell advice and
    quarterly stock portfolio rebalancing
Portfolio Tracking Across

Customized Mutual Fund Advice

  • Guidance on selecting direct plan mutual funds
  • Emphasis on lower expense ratios and higher returns
Portfolio Tracking Across

Unlimited Goals & Advisory

  • Advice on insurance, taxation,
    and retirement planning
  • Quarterly personal financial
    plan reviews
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Jama Wealth