Trusted Financial Planning & Mutual Fund Platform

Manage all your Mutual Funds Holdings in one place. Join 20,000+ members managing over 300 crores investments.

How it Works?

1. Import Portfolio Securely

  • Import Mutual Fund investments for a free review.
  • Your data will not be shared with anyone else
  • 2. Forward Statement

  • You will receive a statement by email.
  • Forward email to or Upload Statement in App
  • 3. Review Portfolio

  • Get a detailed report on your funds, returns, costs.
  • Place Switch Orders Instantly
  • Talk to our advisor for a detailed analysis.

  • Why It is Safe & Secure

    Statement of Account

    Statement of Account

    Folio security is maintained by AMC. Units can’t be transferred.

    No Pooling

    No Pooling

    Your invested money is never touched by Jamā. No pooling of your funds.

    Secure Transfers

    Secure Transfers

    Fund transfer is through secure Net Banking

    Secure Redemption

    Secure Redemption

    Any redemption or switch can happen only to your bank a/c. It also requries a 2-factor authentication.

    Tight Controls

    No body else can change bank a/c details on your folio. You must submit a canceled cheque to AMC.

    App Security

    App Security

    App is protected by bank grade security with 2048 bit encryption on servers behind firewalls.

    Our Partners

    Mahindra Mutual Fund - Direct Mutual Funds by Jama Mirae Asset Mutual Fund - Direct Mutual Funds by Jama Canara Robeco Mutual Fund - Direct Mutual Funds by Jama IndiaBulls Mutual Fund - Direct Mutual Funds by Jama DSP Black Rock - Direct Mutual Funds by Jama Direct Mutual funds - HDFC mutual fund - Jama Direct Mutual funds - Aditya Birla Sunlife mutual fund - Jama Direct Mutual funds - LnT mutual fund - Jama Direct Mutual funds - PPFAS mutual fund - Jama Direct Mutual funds - Tata Mutual fund - Jama Direct Mutual funds - IDFC mutual fund - Jama Direct Mutual funds - DHFL Pramerica fund - Jama Direct Mutual funds - Shriram Mutual mutual fund - Jama Quantum Mutual Fund - Direct Mutual Funds by Jama axis Motiwal Oswal Mutual Fund - Direct Mutual Funds by Jama BHARTI AXA Mutual Fund - Direct Mutual Funds by Jama PRINCIPAL AXA Mutual Fund - Direct Mutual Funds by Jama IDBI AXA Mutual Fund - Direct Mutual Funds by Jama

    Frequently Asked Questions

    • addI am new to you , how do I trust you with my units?

      Mutual Funds are maintained by the AMC with a Statemnet of Account. Your current broker or wealth manager cannot contorl them. Jama also cannot control them and can only facilitate transactions.

    • addCan I switch all my units?

      You can switch all units except if some of them are under lockin. Tax saving funds have a 3 year lockin period. So do some close ended funds.

    • addWhat about exit load and taxes?

      Some funds may charge an exit load to deter investors from early exits, usually before 1 year.
      Switching is treated like a redemption and purchase, but it happens in one shot at the Fund House. There may be Short Term Capital Gain Tax payable.
      We can advice you on which units carry exit load or taxes, and compare the benefit of stopping commissions by switching to direct. You can then partially switch units to maximise benefit.

    • addWhat about currently running SIPs?

      Your old SIPs have to be separately stopped by informing the bank or broker. You may do it online on their website too.

    • addDo the SIPs also get switched to Jama?

      You will need to start the SIPs again in Jama in the direct plans of the corresponding mutual funds. Our advisory team can help you assess which SIPs to retain based on your investments and personal investment style.

    • addIs my money safe?

      Absolutely. We never touch (or pool) your money. The funds transfer via net banking is directly to the Mutal Fund company, from your bank account. When you redeem, money reaches your bank account directly.

    • addAre my mutual fund units/holdings safe?

      Yes. MF holdings are maintained electronically by the Registrar & Transfer Agency. They work for Mutual Fund company and not for us.

    • addCan someone else redeem my holdings?

      No. Any redemption or withdrawal requires your approval (via SMS or email). Your money reaches your bank account directly.

    • addWhat if Jama or I wish to discontinue?

      Jama is built to last, by industry veterans with strong backgrounds. However if you wish to move out of Jama for any reason, you can invest/redeem with the Mutual Fund company directly. Your holdings or money are never kept with us.

    • addDo you support and help me?

      Jama has a helpline 906-914-1025 or you can reach us on email at We are also on FB Messenger and Whatsapp.

    Why Invest in Direct Mutual Funds With Jama

    Jama - Direct Mutual Funds zero commisions

    Only Direct Plans

    From 30+ AMCs covering 17,000 schemes.
    Single login for all best funds

    Jama - Direct Mutual Funds - Free Mutual Fund Advisor

    Intelligent Algorithms

    Smart mutual fund selection.
    Intelligent portfolio tracking.

    Jama - Direct Mutual Funds - Switch Old Investments

    Switch Old Investments

    Switch to Direct Plan from Regular
    in under five minutes.

    Jama - Direct Mutual Funds - SEBI Registered Advisors

    SEBI Registered Advisors

    Advice from SEBI Registered Investment Advisors.
    They are on your side, not the industry.

    Safe & Secure

    Money exchange directly with MF.
    Jama holds nether units nor money.

    Jama - Direct Mutual Funds- Honest Pricing

    Honest Pricing

    No hidden commissions. No 'FREE' info
    Small upfront fees.

    Why Our Customers Like Us

    Jama-Direct Mutual Fund app on PlayStore

    App Rating

    Mutual Fund Calculator: Direct Plan Vs Regular Plan

    Same fund, different returns


    Direct Mutual Fund:

    Regular Mutual Fund:

    Congratulations! You've saved by going direct


    Get a free second opinion on your portfolio to find higher returns and lower costs. You may earn upto 40% more!

    Read our Articles to Invest Smarter

    Best Mutual Fund Apps on Android, iOS & Web

    Jama - Direct Mutual Funds - Download Android, iOS app
    Jama - Direct Mutual Funds - Android App
    Jama - Direct Mutual Funds -iPhone App
    Jama - Direct Mutual Funds - Web App


    BSE Membership 12138

    SEBI Registered Investment Advisor INA-200006725

    AMFI Member 112310