Retirement plannig made simple and honest
With increasing life expectancy and medical inflation, planning for a long retirement is not easy. Our retirement tool handles the complexity and simplifies this for you by factoring all of the following.
Estimate Time In Retirement
Most senior citizens live into their 80s and 90s these days. This means a bigger nest egg to accumulate by the retirement date.
Decide When To Retire / Semi-retire
The year of retirement determines the corpus. An early retirement is wished by many, but will increase the target corpus. Semi-retirement, ie earning part-time for a few years will reduce it.
Estimate Post-retirement Expenses
Some expenses (eg: healthcare) will increase after retirement, whereas others (eg: commute) will reduce. Each expense may have a different inflation.
Review Current Investments & Assets
Mapping your current investments (eg: Provident Fund, Mutual Funds) and assets (eg: property) to your retirement goal can reduce the net corpus required. It also reduces stress.
Plan Investments
Your net corpus can be achieved with steady monthly investments (SIPs) or lump-sum investments. Our advisory creates a personalised investment plan and suggests best equities and direct mutual funds. You can complete these investments at the click of a button.
Review and Rebalance
Track progress real time and Know what you have today, the projected value and if it is meeting the target. Get unbiased advice on meeting any shortfalls and achieve a peaceful retirement.
What we offer
Secure and grow your family wealth with Jamā's honest investment advisory offerings (unbiased because of zero commissions, zero brokerage)
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
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
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)