It is quite simple and can be done in minutes using your mobile phone! You open an account with the mutual fund (can be done… Read More »What is the procedure of investing in mutual funds with all the relevant details in layman’s terms?
You can invest in the right mix of funds based on your risk appetite and risk tolerance. The simplest way to do this to get… Read More »How do I invest in mutual funds by balancing the caps? Can you share the list of funds as must have?
Great idea! Assuming you get a rate of 15% in the long run, you can hit a corpus of Rs 3.03 crores over 20 years.… Read More »I want to create a mutual fund portfolio with sip 20000 (4000 tax) for 20 years, risk profile moderately high, what should be the funds in particular?
Go for funds with a good long term track record and do not delve too much into sectoral allocations. At best go with fund house… Read More »If I want to invest in 2 mutual funds while investing in an ELSS, should I look for the sector diversification of both schemes, or should I make sure that they don’t have the same stocks?
It is best to review this fund in view of your risk profile and the desirable asset allocation. Having said that this is a good fund to… Read More »What are your views on the Sundaram large and mid-cap fund direct-growth for 1,000 SIP?
Dividend schemes are not recommended given the recent tax law changes. So there is no ‘best dividend scheme’ out there. Instead if you wish to… Read More »What are some of the best monthly dividend mutual funds right now?
Mutual fund investments are a long term affair. You need to be reviewing them not just for returns (which is obvious), but also for relative… Read More »How do I monitor my mutual fund performance after starting SIP? What all parameters should I look for?
It is nice that you are considering investing for your son’s education now. The cost of a good four year engineering degree is about 4–5… Read More »For my 12-year-old son’s higher education, what amount should be invested in a mutual fund?
It is not because they do not want investments from these countries. US residents must comply with FATCA(Foreign Account Tax Compliance Act). This act stops… Read More »Why do Indian mutual fund companies ask to confirm non-citizens/residents of the US/Canada?
The mutual funds units are held by the Custodian, which is a clearly defined role as per the government regulations. The Custodian is responsible for… Read More »If I buy mutual fund units by doing SIP through my bank’s mutual fund account, who will hold the custody of mutual fund unit?
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
