Pricing Index- Advisory Circle

Advisory Circle

Expert Advice on Diverse Financial Products

Stocks, funds, and goals guidance. Tailored recommendations for your specific financial objectives.

Timely Investment Advice & Direct Plan Access

Up to 24 stock and fund advice per year. Personalized mutual fund recommendations with access to direct plan mutual funds. Aligns with your financial objectives.

'When to Sell' Advice & Regular Rebalancing

Maximize returns with sell calls on stocks and mutual funds. Quarterly stock portfolio rebalancing, half-yearly mutual fund rebalancing.

Comprehensive Plan Features & Affordable Pricing

24 advice pack per year and personalized financial plan reviews every six months. Advisory fees starting at effectively Rs 400 per month for a three-year plan.

What Our Clients Say

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"Jama Wealth Equity Investment Advisory goes through various backtesting and performance, I do get a sense of comfort and confidence while investing.,,

Mr. Ravi S Rao, Managing Director & Member, Board of Directors

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"I found Jama Wealth Equity Investment Advisory very Fascinating because of the value it is delivering, Jama Wealth is helping me to beat the markets and get more returns.,,

Mr. Hirilal Neelakantan, Business Leader

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"I was impressed with the Jama Wealth product mainly because of No Hidden-cost, No Entry or Exit Loads, Not taking custody of my money or stocks. I feel this very Transparent and simple model. I am happy with my returns, I recommend this to any investor who are planning to invest their funds in Long-Term Growth.,,

Mr. Nageswera Rao Vasireddy, Sales Leader, Pharma Industry

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"I have been very impressed with Jama Wealth Performance, Rebalancing, The Diligence in picking up the stocks and identifying the right bias is very critical and also I Love the model where there are no Exit-Loads it gives you the flexibility to draw the money at any point in time.,,

Mr. Ramesh Menon, SVP & CFO - Asia, Synchrony

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"You should not be working for money, money should work for you. I trust Jama Wealth because it is giving me good returns, service, personal attention. I am very satisfied and happy with Jama Wealth Equity Model. ,,

Mr. Suman Sasmal, Ambassador, Coach, Consultant OpenExO

Advisory Circle

Expert Advice on Diverse Financial Products

Timely Investment Advice & Direct Plan Access

'When to Sell' Advice & Regular Rebalancing

Comprehensive Plan Features & Affordable Pricing

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What Our Clients Say

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