JamaWealth Investment Advisory
by Simply Grow Technologies
Invest in Best Direct Equities & Mutual Funds advised by SEBI RIA with Fin Plan.
| App Name | JamaWealth Investment Advisory |
|---|---|
| Developer | Simply Grow Technologies |
| Category | Finance |
| Download Size | 37 MB |
| Latest Version | 2.1.8 |
| Average Rating | 4.50 |
| Rating Count | 367 |
| Google Play | Download |
| AppBrain | Download JamaWealth Investment Advisory Android 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).
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 you privacy.
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).
Recent changes:
Namaste users! 🙏 Here's a brief overview of our latest enhancements:
Fixes :-
Addressed multiple portfolio page issues.
Rectified app crashes, login, goal, and navigation glitches.
Resolved dashboard and various page-related concerns.
Fixed alignment, scrolling, and SIP payment issues.
Enhancements :
Introduced 'Quiz Time'.
Enhanced UI on certain portfolio pages.
Improved 'Raise a Ticket' functionality.
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 you privacy.
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).
Recent changes:
Namaste users! 🙏 Here's a brief overview of our latest enhancements:
Fixes :-
Addressed multiple portfolio page issues.
Rectified app crashes, login, goal, and navigation glitches.
Resolved dashboard and various page-related concerns.
Fixed alignment, scrolling, and SIP payment issues.
Enhancements :
Introduced 'Quiz Time'.
Enhanced UI on certain portfolio pages.
Improved 'Raise a Ticket' functionality.
