Go for a mix of one large cap equity fund and one multi cap fund. If you are interested in higher returns then avoid commissions… Read More »Can you suggest a mutual fund portfolio for Rs.10k (will increase gradually to 20-25k in 5 years) SIP for 10 to 15 years of the horizon with moderate to high-risk appetite?
Every seasoned advisor in the industry will have his or her own ranking model. The key is to understand the philosophy behind it and engage… Read More »What can go wrong if I were to pick funds purely based on CRISIL rating and invest in the 1st ranked funds? What other ratings are available? Are there better ways to identify good funds?
While i cannot comment on any one platform, i can share a couple of thoughts to help you make your selection. The best platform is… Read More »What platform (Zerodha Coin, Clear Funds, etc.) will be good to invest in mutual funds?
The proper flow is mapped to your personal situation. Ensure that you map out your financial goals and then have SIPs that map to these… Read More »How do I make a proper flow for SIP, STP & SWP in mutual funds, so that we can expect returns with our desired intervals?
As a first-time investor, your maiden step in opening an SIP mutual fund account is to understand your financial goals and evaluate your risk tolerance.… Read More »What is the first thing to do for a (new) first time investor to open an SIP mutual fund account?
That would be a small cap fund as the name suggests. This means the fund invests in small and emerging companies. The risk taken by… Read More »What is the category of an HDFC small-cap fund, diversified or small-cap?
From a tax savings perspective, the ELSS scores over PPF as the lock in period for ELSS is only 3 years, whereas it is 15… Read More »Which is better, PPF or ELSS for tax savings?
The fund mentioned (L&T Infrastructure Fund) is a sectoral fund. In general, we suggest that a long term investor should avoid sectoral funds. The reasons… Read More »Is it the right time to invest in L&T Infrastructure Fund Direct Growth?
With options like emandate allowing to use your Aadhaar looked bank account, it is not necessary to carry your cheque book with you. Net banking… Read More »Is it mandatory to have a cheque book to invest in mutual funds?
To start mutual fund investing, go for a direct mutual fund platform that helps you invest only in Direct Plan Mutual Funds. You then get… Read More »I want to start mutual fund. In which company should I register?
GoI DIPP Registered
Department of Industrial Policy and Promotion Ministry of Commerce and Industry Government of India
View Registration
SEBI Registered
Portfolio Manager
INP2000007881
Non Individual
SEBI Registered Investment Advisor
INA200015583
Non Individual
BSE Membership
52605
AMFI Member
112310
▶
"Jama Wealth Equity Investment Advisory goes through various backtesting and performance, I do get a sense of comfort and confidence while investing.,,
Mr. Ravi S Rao, Managing Director & Member, Board of Directors
▶
"I found Jama Wealth Equity Investment Advisory very Fascinating because of the value it is delivering, Jama Wealth is helping me to beat the markets and get more returns.,,
Mr. Hirilal Neelakantan, Business Leader
▶
"I was impressed with the Jama Wealth product mainly because of No Hidden-cost, No Entry or Exit Loads, Not taking custody of my money or stocks. I feel this very Transparent and simple model. I am happy with my returns, I recommend this to any investor who are planning to invest their funds in Long-Term Growth.,,
Mr. Nageswera Rao Vasireddy, Sales Leader, Pharma Industry
▶
"I have been very impressed with Jama Wealth Performance, Rebalancing, The Diligence in picking up the stocks and identifying the right bias is very critical and also I Love the model where there are no Exit-Loads it gives you the flexibility to draw the money at any point in time.,,
Mr. Ramesh Menon, SVP & CFO - Asia, Synchrony
▶
"You should not be working for money, money should work for you. I trust Jama Wealth because it is giving me good returns, service, personal attention. I am very satisfied and happy with Jama Wealth Equity Model. ,,
Mr. Suman Sasmal, Ambassador, Coach, Consultant OpenExO
