About Us

Vision:

To be India's most trusted and client-centric wealth advisory, helping people achieve financial independence & financial well-being, grow & preserve wealth.

Mission:

Enable better investing advised by industry experts & unbiased research powered by machine learning algorithms, operating on a transparent & fee-based model free of hidden costs.

We started Jama Wealth to make investing transparent. As investors we found that wrong products were being pushed with high indirect costs. To make investing safer, it was important to avoid untrustworthy promoters and remove emotion using technology, from the investing process. This helps preserve wealth by reducing drawdowns when markets are choppy. Prosperity happens when people are confident to stay invested in good equities over longer time frames.Our best financial advisory services and Wealth management services are designed to help clients make informed investment decisions based on their long-term financial goals. Our models have been geared for this over the years.

Investment Committee


Ram Kalyan Kumar Medury Medury

Ram Kalyan Kumar Medury Medury

IIM Bangalore

Founder

  • Ex CXO at BFSI Majors, Fin Services Leader at Infosys

  • Ex Consultant, Global Fortune 100 Firm in Financial Services & Investment Advisory

  • PGDM from IIM Bangalore

Manoj Trivedi

Manoj Trivedi

IIM Bangalore, Chartered Accountant

Co-founder

  • Certified Equity Research Analyst

  • Ex Consultant Global Top 10 IB & Wealth Management Firm

  • Expert on Enterprise Valuation, Capital Structure & Project Finance

  • PGDM from IIM Bangalore. CA, CWA Ranker





Jama Wealth