Jama: Wealth Management & Investment Advisory 2.0.4 APK

Description of Jama: Wealth Management & Investment Advisory 2.0.4 2.0.4:

Jama Wealth is an investment advisory app helping people achieve financial independence, grow & preserve wealth

We 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 Indias Cleanest & Unbiased Investing Model.
We are contact less, 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).