Jama Wealth: Investment Advisory & Fin Plan App
Jama Wealth: Investment Advisory & Fin Plan App APK
2.1.6 ․ 2 months agoFree ․ Simply Grow Technologies ⇣ Download APK (20.72 MB)
Ethical Investment Advisors, Invest in the Best Direct Equities & Mutual Funds.
What's Jama Wealth: Investment Advisory & Fin Plan App APK?
Jama Wealth: Investment Advisory & Fin Plan App is a app for Android, It's developed by Simply Grow Technologies author.
First released on google play in 6 years ago and latest version released in 2 months ago.
This app has 23.3K download times on Google play and rated as 4.31 stars with 363 rated times.
This product is an app in Finance category. More infomartion of Jama Wealth: Investment Advisory & Fin Plan App on google play
Jama Wealth is an investment advisory app that helps you preserve & grow wealth.
We are a SEBI Registered Investment Advisory company (Corporate RIA with INA 200015883).
Distributors and agents are not authorised to provide investment advice.
We offer India’s Cleanest & Unbiased Investing Model.
• We are contact less, never touch your money.
• There are No commissions / indirect fees.
• There are No exit loads / lock in on our services.
• Jama assures your privacy.
• We are not a market place and do not push third party products for a commission.
Jama is Powered by Best in Class Technology:
• Machine Learning Algorithms that discern key parameters
• Dynamic stock and fund selection logic to build portfolios
• Integration with leading demat providers for stocks and BSE StAR for mutual funds
• Portfolio updates keeping emotions in check leading to better long term performance
Platform Features
• Invest in the best stocks and mutual funds
• Track all investments made anywhere
• Manage family portfolios
• Create a Financial Plan
• Invest as per your Risk Profile
• Switch to Direct plans in Mutual Funds
Equity Advisory
• Earn more with proven portfolio strategies, Payless than alternatives
• Highly researched equity portfolio that Creates Wealth for you.
• Timely advice on stock replacement and rebalancing
• Equity Advisory has been outperforming the index benchmarks since launch
• Investment Philosophy is roots and wings.
• Roots identify low debt companies with High return on Equity run by Promoters with Skin in the game.
• Wings identify companies with Growing sales and profits, Robust cash flows, and Strong market share.
Investment Advisory Features
• Advice on how much to invest and where (eg: Debt, Equity, Gold) basis risk profile
• Advice on which Mutual Funds to buy
• Advice on portfolio changes annually to re-balance as per above plan
• Personalised Advice on Financial Plan, Goals and Live Tracking of Financial Plan
• Advice on how much Term Life & Health Insurance to buy, cost benefit of existing insurance policies
• Advice on Mutual Fund Tracking & Replacement (quarterly)
• Performance Review of Stocks in portfolio using our Machine Learning algorithms
• Advice on Reducing Loans, Expenses & Investment related Taxes
• Advice on Succession Planning & Will preparation
Registrations & Certifications:
SEBI Registered Investment Advisor individuals INA20006725 & INA20006999,
ISO 9001 Certified,
ISO 27001 Certified,
Government of India DIPP Certified
Our partners:
BSE Star transaction platform,
Karvy (eKYC),
AMFI,
BSE,
NSE (Portfolio feeds).
We are a SEBI Registered Investment Advisory company (Corporate RIA with INA 200015883).
Distributors and agents are not authorised to provide investment advice.
We offer India’s Cleanest & Unbiased Investing Model.
• We are contact less, never touch your money.
• There are No commissions / indirect fees.
• There are No exit loads / lock in on our services.
• Jama assures your privacy.
• We are not a market place and do not push third party products for a commission.
Jama is Powered by Best in Class Technology:
• Machine Learning Algorithms that discern key parameters
• Dynamic stock and fund selection logic to build portfolios
• Integration with leading demat providers for stocks and BSE StAR for mutual funds
• Portfolio updates keeping emotions in check leading to better long term performance
Platform Features
• Invest in the best stocks and mutual funds
• Track all investments made anywhere
• Manage family portfolios
• Create a Financial Plan
• Invest as per your Risk Profile
• Switch to Direct plans in Mutual Funds
Equity Advisory
• Earn more with proven portfolio strategies, Payless than alternatives
• Highly researched equity portfolio that Creates Wealth for you.
• Timely advice on stock replacement and rebalancing
• Equity Advisory has been outperforming the index benchmarks since launch
• Investment Philosophy is roots and wings.
• Roots identify low debt companies with High return on Equity run by Promoters with Skin in the game.
• Wings identify companies with Growing sales and profits, Robust cash flows, and Strong market share.
Investment Advisory Features
• Advice on how much to invest and where (eg: Debt, Equity, Gold) basis risk profile
• Advice on which Mutual Funds to buy
• Advice on portfolio changes annually to re-balance as per above plan
• Personalised Advice on Financial Plan, Goals and Live Tracking of Financial Plan
• Advice on how much Term Life & Health Insurance to buy, cost benefit of existing insurance policies
• Advice on Mutual Fund Tracking & Replacement (quarterly)
• Performance Review of Stocks in portfolio using our Machine Learning algorithms
• Advice on Reducing Loans, Expenses & Investment related Taxes
• Advice on Succession Planning & Will preparation
Registrations & Certifications:
SEBI Registered Investment Advisor individuals INA20006725 & INA20006999,
ISO 9001 Certified,
ISO 27001 Certified,
Government of India DIPP Certified
Our partners:
BSE Star transaction platform,
Karvy (eKYC),
AMFI,
BSE,
NSE (Portfolio feeds).
