Direct Equity Advisory Offerings


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.

Basis of selection of such types of securities as part of the investment approach:

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.


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 above

Salient 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

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