Portfolio MANAGERS & WEALTH ADVISORS

Grow Wealth Confidently
With Our Expert Guidance

Portfolio management by derived industry methods and machine learning algorithms for longterm wealth creation.



Also Available On

play store app store
ETHICAL INVESTMENT MANAGERS & WEALTH ADVISORS

Number of complaints as per SEBI guidelines

At the beginning of the month 0 Received during the month 0 Resolved during the month 0 Pending at the end of the month 0 Reason for pending N/A
At the beginning of the month 0
Received during the month 0
Resolved during the month 0
Pending at the end of the month 0
Reason forpendency N/A

AS FEATURED IN




Core Investment Philosophy

We constantly seek to identify strong business ‘rooted’ to preserve wealth and having 'wings' to prosper; all powered by machine learning algorithms.



Roots to Preserve

-Promotor Integrity for Stability
-Low Debt for Longevity
-High Returns on Equity for Capital Efficiency

Wings to Prosper

-High Growth in Sales, Profits, Cash Flows
-Dominant Market Share
-Resilience with lesser draw-downs

Powered by Machines

- Powered by Data Science and ML algorithms leveraging neural networks
- 1000s of balance sheet, P&L numbers on 1000s of companies crunched to construct portfolios

Our Equity Portfolios Are Different

Think Outside the Index

Think Outside the Index

Portfolio picks from stocks in top 1000 companies giving potential for higher growth.

Not Highly Concentrated

Not Highly Concentrated

We reduce risk by suitable diversification across sectors and stocks.

Not Over Diversified

Not Over Diversified

Unlike many funds, we reduce excessive diversification to enable better growth.


Resilient

Resilient

We test for low drawdown and faster recovery to make portfolios robust.

Timely Churn

Timely Churn

Stocks that don't make the cut are clinically removed without emotion.

Dynamic Rebalancing

Dynamic Rebalancing

Allocation and prompt rebalancing help keep portfolio growth steady.

Technology To Re-imagine Your Investment Experience

We’ve Deployed Technology To Reinvent Equity Investment Management. Unique in the industry.


Selection

Selection


Our technology Complements our experts for a quality portfolio.


- Algorithms Select Best Equities
- Allocation & Rebalancing Engine enables smooth growth

Execution

Execution


Smooth execution leaving the heavy lifting to us:


- Simple one-click investing with leading demat accounts
- Invest regularly via Lumpsum or SIPs

Servicing

Servicing


Get technology enabled service and tracking at your fingertips:


- Track your investments anytime anywhere
- Webapp, iOS & Android Apps




A Super Clean Operating Model



No custod

Safe custody

We don't touch your holdings, units or money.

No Lockin

No Lock in

Flexible and free to withdraw any time Zero exit loads.

Transparent & Low Fees

Transparent & Low Fees

What you see is what you get. No hidden or indiret costs.




Investment Analysis Based on our Roots & Wings Investment Philosophy

Get A Free Portfolio Health Check Today

Get Started

Get A Free Portfolio Health Check Today

You can rely on us


ISO 9001 Certified

ISO 9001 Certified

Quality Management System

View Certificate


ISO 27001 Certified

ISO 27001 Certified

Information Security Management System

View Certificate


GoI DIPP Registered

GoI DIPP Registered

Department of Industrial Policy and Promotion Ministry of Commerce and Industry Government of India

View Registration


SEBI Registered Investment Advisors

Securities and Exchange Board of India

View Certificate

TESTIMONIALS

What Our Clients Say







Stay Ahead of the Market: Subscribe to Our Investment Advisory Newsletter Today!

    
Jama Wealth