Jama - Financial Planning and Mutual Fund Investment Advisory Platform

Start your wealth journey with a trusted advisor

Secure your child's future with a financial plan for their higher education and marriage.

No commission. No agent bias. Peace of mind.

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Not planning your child's future may be your biggest mistake

With education inflation at 12%, a graduation degree that costs 20 lakhs in India today, may cost 1.09 crores in just 15 years!

An overseas education would be a few times more. Add post graduation, marriage and we are talking of serious money!

Our advisory can help you with a honest children financial plan, (without agent commissions and gimmicks) that can fund your aspirations for your child.

Graduation

Accurately estimate the cost of your child's graduation. With education inflation at 12% a graduation degree that costs 20 lakhs today may cost 1.09 crores in just 15 years.

Track the funding requirement for each year (typically four, or five). Rebalance your investments to ensure liquidity in each year

Post Graduation

Accurately estimate the cost of your child's post graduation. A good PG degree costs around 20 to 25 lakhs in India today. Overseas would be Rs 50 lakhs per year. Add inflation and we are talking of a hefty sum.

Track the funding requirement for each year (typically two) and rebalance

Special Expenses

Special expenses like coaching classes for sports, fine arts, tuition, etc demand a different kind of planning.

Children with special needs need extra planning for inheritance and life after parents.

Wedding Expenses

A simple wedding costs a few lakhs, a moderate wedding a few million rupees and a lavish wedding costs a few crores. The cost inflates each year. With inflation the cost goes up; eg: a wedding that costs 25 lakhs today, may cost 1.4 crores in 25 years.
Depending on your lifestyle and aspiration, you need to plan and invest for this goal.

What we offer

Plan for your life goals with the best investment selection, using 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
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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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25,000

Trusted members

500

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 INA-200006725
AMFI Member 112310