JamaWealth Investment Advisory

Jama is the best mutual fund and financial planning / financial advisor app trusted by thousands of members, advising on hundreds of crores of their money.

1. Invest with peace of mind, in best direct mutual funds and earn up to 40% higher returns compared to regular plans, by paying zero commissions. We work for you, not for the AMC or a distributor.

2. Get a

FREE financial plan

to jumpstart your life’s money goals. Revise it any number of times.

3. Get best investment & wealth advice from

SEBI Registered Investment Advisors.

Top quality advice by a team of IIM, IIT and CA Rank holders with decades of industry experience in wealth advisory services. Zero conflict of interest and zero bias. We offer research and investment on a single platform that is unbiased and commission free.

4.

Get FREE tools

to check your investment style and risk profile to identify the best funds for you. Personalized investments reduce risk and can make your money grow faster.

5. No commission agents or brokers indirectly siphoning your hard earned money. Save upto 1.5% per year which compounds to 40% in the long term.

6. Switch to direct mutual funds from other regular mutual fund platforms such as ICICI Direct, Scripbox, FundsIndia, within minutes. Jama shows detailed calculations of savings with your imported portfolio. Check how much you can save and decide for yourself.

7. Single direct mutual fund app to track your entire mutual fund portfolio, no matter where you invested and with whom. No need to coordinate with dozens of AMCs.

8. Track all assets, not just mutual funds. Link them to goals to track progress

9. Track your income and expense budgets. Ensure major life goals are correctly aligned with them.

Value for Money - Paisa Vasool

Choose the free plan or the premium plan based on your requirements. The free plan is feature packed. Paisa Vasool is our guarantee.

Open a FREE account to start your investment portfolio now!

- Invest in Equity Funds: "Build Wealth" to meet life goals.

- Earn 2x more than Bank Deposit with Liquid mutual funds. Best option to park cash.

- Invest in ELSS funds to Save Tax.

- Also available: Balanced Funds or Gold Funds.

What Does a Jama Membership Include?

Unlimited Investments

Best Direct Mutual Funds

Financial Plans

Huge Time Savings

Track Goals

Import all MF Holdings

Switch to Direct

Privacy & Security

Smart Category Allocation

Personalized Fund Selection

Family Portfolios

Systematic Transfer Plans

Systematic Withdrawal Plans

Market Alerts

Unlimited Financial Goals

Portfolio Reviews

We answer your questions: “how to switch between mutual funds plans?”, “how to invest in direct mutual funds”, in minutes.

Best DIRECT PLANS OF MUTUAL FUNDS from:

Axis Mutual Fund, Birla Sunlife Mutual Fund, BOI Axa Mutual Fund, DSP Blackrock Mutual Fund, Essel Mutual Fund, Franklin Templeton Mutual Fund, HDFC Mutual Fund, HSBC Mutual Fund, ICICI Prudential Mutual Fund, IDBI Mutual Fund, IDFC Mutual Fund, IIFL Mutual Fund, Invesco MF, JM Financial, Kotak Mutual Fund, L&T Mutual, Mahindra Mutual, Mirae, Motilal Oswal Mutual, Principal Mutual Fund, PPFAS MF, Quantum MF, Reliance MF, SBI MF, Shriram Mutual Fund, Tata MF, UTI MF, CANARA ROBECO, India Bulls, DHLF Pramerica, Sundaram BNP Paribas.

100% Secure & Safe Funds Transfer Directly to MF account (we don’t touch your money).

Banks supported:

ICICI Bank, Kotak Bank, Axis Bank, Yes Bank, SBI, HDFC Bank, Allahabad Bank, Andhra Bank, Bank of Baroda, Bank of Maharashtra, Central Bank of India, Canara Bank, Corporation Bank, Deutsche Bank, Development Credit Bank, Dhanlakshmi Bank, Federal Bank, IDBI Bank, IndusInd Bank, Indian Bank, ING Vysya Bank ,Indian Overseas Bank, Punjab & Maharashtra Co-op Bank, Standard Chartered Bank, South Indian Bank, Vijaya Bank, Yes Bank etc.

Our partners:

BSE Star transaction platform, Karvy (eKYC). AMFI, BSE, NSE (Portfolio feeds).

Happy Investing!