Get a comprehensive financial plan to meet your life goals. Jama offers transparent and honest financial planning advice.
Plan a rich life!
Complete Financial Plan
Complete financial plan with a full view of your finances, asset allocation, goal plans, review, and rebalancing.
Dedicated SEBI Regd Advisor
Best Financial Plans by honest advisors for a rich life. Zero Bias.
Life Insurance Planning
Get right insurance cover advice for your personal situation. Dont waste on excess premium. Dont get under insured.
Health Insurance Planning
Review your existing medical policies and choose the right health insurance plan.
Life Goal Planning
We assist you to determine your financial goals like children education, marriage, and retirement.
Help you plan for a long life of respect, by making the right investment choices today.
Post-Retirement Income Plan
Post-retirement plan to ensure a steady income for a comfortable life.
Advisory Focused. Zero Commission.
Hence, unbiased, unadulterated advice.
Higher returns net of costs.
Strong Track Record
Mutual fund picks have been in the top quartile.
Equity models out-performed Nifty 50.
Thousands of customers across 800+ locations.
Advising on 300+ crores of assets.
Top Notch Team
Team of IIM, IIT, CA Ranker & SEBI Registered Investment Advisors.
Decades of leadership experience in financial services sector.
Safe & Secure
Client funds are never accessed or pooled.
Jama only facilitates and advises neutrally.
Real time dashboards of self and family portfolios.
Seamless transactions. Analytics driven.
Concierge Level Assistance
Should you need, we provide concierge level assistance.
Instruct/act over the app, email, whatsapp.