Diversed Holdings
NEXT 1000/1000 companies listed . Expert Equity Investing with a Trusted Advisor
NEXT 1000/1000 companies listed . Expert Equity Investing with a Trusted Advisor
About Diversed Holdings
to provide long-term capital appreciation and diversification by investing in equities and also a range of mutual funds across asset classes, including equity,MF, debt, and gold.
Mutual funds are selected based on their alignment with the roots & wings philosophy, as well as their diversification across asset classes and sectors. Additional selection criteria include monitoring credit scores of bond holdings, calculating a proprietary score to assess fragility, and evaluating peer performance rank scores through quartile ranking and rolling rank analysis.
Description of types of securities:
Listed Equity, REITs, InvITs, Gold ETF, Debt, MF, Bonds.
Allocation of portfolio
This approach invests in Equity and Equity-related instruments across the entire market
capitalization spectrum, including large, mid,
and small-cap companies.
Benchmark
NIFTY 50 (as per circulars SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 & APMI/2022-23/02)
Investment horizon
3 to 5 years and aboveSalient features
Salient features include a focus on diversification through multiple
asset classes,
applying additional filters such as avoiding low AUM base, considering fund reputation,
evaluating fund manager experience, and avoiding high churn. The approach also involves regular
monitoring, making hold/exit calls based on portfolio quality, performance, exit load, and tax
implications
Risks associated with the investment approach
Market risk, liquidity risk, and credit risk, depending on the underlying mutual fund holdings.
GoI DIPP Registered
Department of Industrial Policy and Promotion Ministry of Commerce and Industry Government of India
View Registration
TESTIMONIALS
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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.,,
Ravi S Rao, Managing Director & Member, Board of Directors
▶
"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.,,
Hirilal Neelakantan, Business Leader
▶
"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.,,
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, Synchorny
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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.
TESTIMONIALS
"Jama Wealth Equity Investment Advisory goes through various backtesting and performance, I do get a sense of comfort and confidence while investing.,,
Ravi S Rao, Managing Director & Member,
Board of
Directors
"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.,,
Hirilal Neelakantan, Business Leader
"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. ,,
Nageswera Rao Vasireddy, Sales Leader,
Pharma
Industry.
"I have been very impressed with Jama Wealth Performance, Rebalancing, 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, Synchorny
"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.,,
Mr.Suman Sasmal, Ambassador, Coach,
Consultant
OpenExO.
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