Jama: Wealth Management & Investment Advisory 2.0.4
About this app:
Jama Wealth is an investment advisory app helping people achieve financial independence, grow & preserve wealthWe enable better investing advised by industry experts and individual SEBI Registered Investment Advisors (RIA). Simply Grow Technologies has also applied for a Corporate RIA registration.
Distributors and agents are not authorised to provide investment advice.
We offer Indiaâs Cleanest & Unbiased Investing Model.
  ⢠We are contact le ss, 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)....
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App Information
| Version | Rating | APP Vote | Size |
|---|---|---|---|
| 2.0.4 | 4.3 | 365 | - |
| Requirement | Updated | Installs | Developer |
| 4.4 and up | February 8, 2021 | 10,000+ | Simply Grow Technologies |
| High Speed Download |  | ||
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