Jama Wealth: Investment Advisory & Fin Plan App

Jama Wealth is an investment advisory app that helps you preserve & grow wealth.

We are a SEBI Registered Investment Advisory company (Corporate RIA with INA 200015883).

Distributors and agents are not authorised to provide investment advice.

We offer India’s 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),
NSE (Portfolio feeds).
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What's New

- We are listening to users feedback and are constantly trying to improve "Jama Wealth". In that sense, some performance enhancements have been done and a few bugs have been squeezed.
- Redesigned User Interface, Goal planning, Equity investments, and a lot of exciting new features
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Additional Information

February 8, 2021
Current Version
Requires Android
4.4 and up
Content Rating
Interactive Elements
Shares Info
Offered By
Simply Grow Technologies
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