Jewel
Jamā Equity advisory for WEaLth creation
NEXT 350/1000 companies listed . Expert Equity Investing with a Trusted Advisor
Jamā Equity advisory for WEaLth creation
NEXT 350/1000 companies listed . Expert Equity Investing with a Trusted Advisor
About Jewel
Achieve long-term capital appreciation by investing in a mix of large and mid-cap companies that meet the roots & wings investment criteria.
Securities are selected based on the roots & wings philosophy, ensuring strong fundamentals and growth potential across a diverse range of companies.
Description of types of securities:
Listed Securities, Liquid Mutual funds.
Allocation of portfolio
This approach has the mandate to invest in Equity and Equity-related instruments across the entire market capitalization spectrum of large-cap and midcap 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 preference for established businesses with a diverse range of market capitalizations. Portfolio Churn depends on the results of the periodic review process and the detection of early risk indicators.
Risks associated with the investment approach
Market risk, liquidity risk, and concentration risk as it focuses on a limited number of stocks
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
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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.,,
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.,,
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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