Mutual Fund Investment Advisory Services by Jama Wealth

Mutual Fund Advisory Excellence. Expertise in Every Investment.

At Jama Wealth, our expert mutual fund advisors meticulously strategize to maximize returns, ensuring transparent and risk-controlled portfolio management tailored for every investor’s needs.


Why Mutual Fund Advisory Matters?

Strategic Expertise

Our expert mutual fund advisors provide a depth of knowledge, aiming for optimal returns.

Maximized Returns

Leveraging years of experience, we focus on maximizing returns with every mutual fund investment.

Risk Management

With a risk-controlled approach, we ensure your investments are safe and sound.

Transparent Operations

Jama Wealth believes in complete transparency, keeping clients informed at every step.


Every mutual fund portfolio we manage is customized to the investor’s unique needs and goals.

Trusted Guidance

Trust our expert team to guide you through the vast mutual fund landscape with ease.

Mutual Fund Advisory Services

Fund Analysis

Detailed analysis of mutual funds to find the best fit. Our expert advisors research and review funds to ensure top-notch choices for our clients.

Portfolio Management

Risk-controlled mutual fund portfolio management tailored to your financial goals. We blend strategy with expertise for a balanced portfolio.

Transparent Advisory

Complete transparency in every mutual fund advisory step. We prioritise our client's trust above everything.

Returns Optimisation

Maximising returns with tactical mutual fund investments. Your financial growth is our ultimate goal

How Jama Wealth Stands Out

Deep Expertise

With our expertise in stocks and mutual funds, we craft strategic portfolios.


Integrated Mobile and web app ensures seamless planning, execution, and tracking.


Quality Assured

ISO 9001 certified processes for top-tier mutual fund investment planning.

SEBI Registered

As a fiduciary, we're registered with SEBI ensuring best-in-class services.

One-Stop Solution

From advisory to execution - experience unmatched customer service.

No Third-party Bias

Proprietary data analytics rate funds, keeping your interests at the forefront.


Mutual Fund Advisory Benefits

Informed Decisions

Make data-backed decisions with our expert mutual fund advisors. Benefit from strategies that are always a step ahead.

Risk Management

Safeguard your investments with our risk-controlled approach. Sleep easy knowing your funds are managed with caution.

Transparent Operations

Always stay in the loop with our transparent processes. Jama Wealth believes in open communication.

Maximised Growth

Aim higher with strategies that focus on maximising returns. See your wealth grow with our meticulous planning.

Frequently Asked Questions

Why choose Jama Wealth?

We bring deep expertise in mutual funds and a commitment to maximising your returns. Plus, our transparency is unmatched in the industry.

How do you manage risks?

Our expert advisors employ risk-controlled strategies to ensure safety while optimising for growth.

What's the role of technology?

Our integrated mobile and web app provides an end-to-end solution from planning to tracking. It’s finance made easy.

Are you SEBI registered?

Yes, Jama Wealth is registered with SEBI, emphasising our commitment to provide top-tier services.

How do you ensure transparency?

Every step, from advisory to execution, is communicated, ensuring our clients are always informed.

Do you have any third-party influences?

No, our proprietary data analytics platform ensures unbiased fund ratings and advice.

Request for a call back from our Investment Expert

As Featured In

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

SEBI Registered
Portfolio Manager

Non Individual

SEBI Registered Investment Advisor

Non Individual

GoI DIPP Registered

BSE Membership


GoI DIPP Registered

AMFI Member


What Our Clients Say

Complaint Data Of RIA

Number of complaints (As of 30th June 2024)*

At the beginning of the month Pending at the end of last month Received during the month Resolved during the month Pending at the end of the month Reasons for pendency
0 0 0 0 0 -

Number Of Complaints For The Last Year

At the beginning of the year Pending at the end of year Received during the year Resolved during the year Pending at the end of the year Reasons for pendency
0 0 0 0 0 -

Complaints Data for the Last 4 Years

Sr. No. Financial Year Compliance Audit Status Remarks If Any
1 FY 2023-2024 Conducted
2 FY 2022-2023 Conducted
3 FY 2021-2022 Conducted
4 FY 2020-2021 Conducted

For Complaint data of RIA – INA200015583, click here

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Jama Wealth