Founder & CEO
Based on a robust philosophy of ‘Roots & Wings,’ Jama Wealth offers its clients an Equity Advisory model and a strong financial planning service along with a customized business portfolio. The company tries to maintain a transparency within the system through its zero commission/zero brokerage model where there do not take the custody of the stocks and do not impose any lockins or exit loads on their clients.
Still in its nascent stage, there is not enough awareness about the wealth management industry in India which definitely proved to be a hurdle for Jama Wealth in the initial days of its inception. The lack of right financial habits and a consumer’s nature to trust his closed ones while making a financial decision acted as major roadblocks in the company’s trail of success. But through its strong portfolio strategy and an enhanced machine learning algorithm, it managed to battle those challenges and pave the way forward for its triumph.
Based on a robust philosophy of ‘Roots & Wings,’ Jama Wealth offers its clients an Equity Advisory model and a strong financial planning service along with a customized business portfolio
Catering to the advisory needs of Ultra HNIs and HNIs aspirants who want to invest their money while increasing their benefits; Jama Wealth has over 300 crores of assets under advisory at present and a customer base of 25,000 in India, including NRIs. “We have crossed several hundreds of crores of Assets under Advisory at a very low cost of acquisition, primarily because of the faith that the clients have in our portfolio strategy,” mentions Ram.
Through incorporating technology in its operation, the company helps select the right stocks and mutual funds to invest it. The company’s stock portfolio has given back tested resulted of 30.85 percent in over last ten years.
The Way Forward
Jama Wealth has forged ahead in the industry and it continues to advance its way up the ladder. With a portfolio style of preservation and growth in place, the company is ceaselessly making strides in the wealth management industry and disrupting the brokerage led business prevailing in the sector. “We are planning to expand to other markets by enhancing the technological aspect of our products. In the coming future, we also intent to cater to the global audience as well,” asserts Ram, proudly.