Jama - Financial Planning and Mutual Fund Investment Advisory Platform

Start your wealth journey with a trusted advisor

Plan a rich life with every financial goal detailed, by our award winning financial planning service.

Sincere. Unbiased (no commission, no brokerage).
Secure (money not touched).

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Why investing is better with Jamā

Jama helps build a personalised financial plan to meet your goals. Your incomes & expenses, current investments, commitments and goals are factored. Seamless execution and live tracking assure success.

Complete Financial Plan

Complete financial plan with a full view of your finances, asset allocation, goals (eg: retirement, child's education), review, and rebalancing.

Retirement Planning

With increasing life expectancy & medical inflation, planning a long retirement with steady income is not easy. Jamā's helps plan, invest and track in one place.

Child's Education Planning

Estimate your child's graduation and post graduation costs and plan to build the required amount. Execute and track the plan real time. Why not give the best to your child!

Goal planning

Plan for any goal (eg: vacation, home ownership, wedding) with confidence. Estimate future cost with inflation, map available investments and define monthly contribution.

Dedicated SEBI Regd Advisor

SEBI Registered Investment Advisor assures you zero bias, trusted advise. No traps or tricks mean you get to your goals faster.

Life Insurance Planning

Get right-sized insurance advice that can save you millions. Review of current policies. No more excess premium or being under-insured with toxic products like 'money-back' policies or ULIPs.

Health Insurance Planning

Review your existing medical policies and choose the right health insurance plan.

Power Your Financial Plan

Plan for your life goals with the best investment selection, using Jamā's honest investment advisory offerings (unbiased because of zero commissions, zero brokerage)

Jama Advisory & Research (JAR) Strategy

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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Jama Mutual Fund Advisory

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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Trusted members


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 INA200015883

Advisor: Simply Grow Technologies

AMFI Member 112310

(Only for Switching to direct plans)