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Description

Jama Wealth is an investment advisory app helping people achieve financial independence, grow & preserve wealth.


We enable better investing advised by industry experts and individual SEBI Registered Investment Advisors (RIA). Simply Grow Technologies has also applied for a Corporate RIA registration.


Distributors and agents are not authorised to provide investment advice.


We offer India’s Cleanest & Unbiased Investing Model.
• We are contact less, never touch your money.
• There are No commissions / indirect fees.
• There are No exit loads / lock in on our services.
• Jama assures you privacy.
• We are not a market place and do not push third party products for a commission.


Jama is Powered by Best in Class Technology:
• Machine Learning Algorithms that discern key parameters
• Dynamic stock and fund selection logic to build portfolios
• Integration with leading demat providers for stocks and BSE StAR for mutual funds
• Portfolio updates keeping emotions in check leading to better long term performance



Platform Features
• Invest in the best stocks and direct mutual funds
• Track all investments made anywhere
• Manage family portfolios
• Create Financial Plan
• Invest as per your Risk Profile
• Switch to Direct plans in Mutual Funds



Equity Advisory
• Earn more with proven portfolio strategies, Pay less than alternatives
• Highly researched equity portfolio that Creates Wealth for you.
• Timely advice on stock replacement and rebalancing
• Equity Advisory has been outperforming the index benchmarks since launch
• Investment Philosophy is roots and wings.
◦ Roots identify low debt companies with High return on Equity run by Promoters with Skin in the game.
◦ Wings identify companies with Growing sales and profits, Robust cash flows and Strong market share.



Investment Advisory Features
• Advice on how much to invest and where (eg: Debt, Equity, Gold) basis risk profile
• Advice on which Mutual Funds to buy.
• Advice on portfolio changes annually to re-balance as per above plan
• Personalised Advice on Financial Plan, Goals and Live Tracking of Financial Plan
• Advice on how much Term Life & Health Insurance to buy, cost benefit of existing insurance policies
• Advice on Mutual Fund Tracking & Replacement (quarterly)
• Performance Review of Stocks in portfolio using our Machine Learning algorithms
• Advice on Reducing Loans, Expenses & Investment related Taxes
• Advice on Succession Planning & Will preparation



Registrations & Certifications
SEBI Registered Investment Advisor individuals INA20006725 & INA20006999,
ISO 9001 Certified,
ISO 27001 Certified,
Government of India DIPP Certified

Our partners:
BSE Star transaction platform,
Karvy (eKYC),
AMFI,
BSE,
NSE (Portfolio feeds).

What’s New

Version 2.0.4

- Bug fixes

Ratings and Reviews

3.9 out of 5
11 Ratings

11 Ratings

dienshreddye ,

Good Investment and Financial planning App

We can get free financial plan from this app which can help us to set our future goals to start investments and also to track them

Viniethepoo ,

Top notch advisory for my investments

I must appreciate their efforts how they managed my portfolios in these tuff times and guiding me for the perfect investments.

Thank you!

keishna00 ,

Good i like it

We can get Free Portfolio Analysis and Easy to invest in Direct Mutual Funds from this app

App Privacy

The developer, SimplyGrow Technologies Pvt Ltd, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Contact Info
  • User Content

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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