ETHICAL INVESTMENT MANAGERS & WEALTH ADVISORS

Equity Investing To
Preserve Wealth & Prosper More

Investment portfolio management advisory by experts and machine learning algorithms for longterm wealth creation.



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ETHICAL INVESTMENT MANAGERS & WEALTH ADVISORS

Number of complaints as per SEBI guidelines

At the beginning of the month 0 Received during the month 0 Resolved during the month 0 Pending at the end of the month 0 Reason forpendency N/A
At the beginning of the month 0
Received during the month 0
Resolved during the month 0
Pending at the end of the month 0
Reason forpendency N/A

Investment Philosophy

Our Investment Philosophy focuses on equity shares with strong balance sheets and great growth trajectories; hence it is called Roots & wings.





Roots to preserv

Roots to preserve

-Promotor Integrity for stability
-Low Debt for Longevity
-High Returns on Equity for Capital Efficiency


Wings to prosper

Wings to prosper

-High Growth in Sales, Profits, Cash Flows
-Domination Market Share
-Resilience with lesser draw-downs

Best Equity Investment Advisory Portfolios

Think Outside the Index

Think Outside the Index

Portfolio picks from stocks in top 350 companies giving potential for higher growth.

Not Highly Concentrated

Not Highly Concentrated

We reduce risk by sutiable diversification across sectors and stocks.

Not Over Diversified

Not Over Diversified

Unlike many funds, we reduce diversification to enable better growth.


Resilient

Resilient

We test low drawdown and faster recovery to make portfolios robust.

Timely Churn

Timely Churn

Stocks that don't make the cut are clinically removed without emotion.

Dynamic Rebalancing

Dynamic Rebalancing

Weights to allocate help keep portfolio growth steady.

Technology To Re-imagine Your Investment Experience

We’ve Deployed Technology To Reinvent Equity Investment Management. Unique in the industry.


Selection

Selection


Our technology Complements our experts for a quality portfolio.


- Algorithms Select Best Equities
- Allocation & Rebalancing Engine enables smooth growth

Execution

Execution


Smooth execution leaving the heavy lifts to us:


- Simple one-click investing with leading demat accounts
- Invest regularly via Lumpsum or SIPs

Servicing

Servicing


Get technology enable service and tracking at your fingertips:


- Track your investments anytime anywhere
- Supports Webapp, iOS & Android Apps




A Super Clean Operating Model



No custod

No custody

We don't touch your holdings, Units or money.

0% brokerage, No bias

0% brokerage, No bias

We don't touch the stocks or money making us conflict-free.

No Lockin

No Lockin

Flexible and free to withdraw any time. Zero exit loads.

Transparent & Low Fees

Transparent & Low Fees

what you see is what you get. No hidden or indiret costs.



Outstanding Performance vs Benchmark Nifty Index

Our advisory has beaten the index across time periods.




Portfolio Performance in Bear Cycles

Our advisory has stood the test of time in various bear markets



Investment Analysis Based on our Roots & Wings Investment Philosophy

Get A Free Portfolio Health Check Today

Get Started

Get A Free Portfolio Health Check Today

You can rely on us


ISO 9001 Certified

ISO 9001 Certified

Quality Management System

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ISO 27001 Certified

ISO 27001 Certified

Information Security Management System

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GoI DIPP Registered

GoI DIPP Registered

Department of Industrial Policy and Promotion Ministry of Commerce and Industry Government of India

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SEBI Registered Investment Advisors

SEBI Registered Investment Advisors

Securities and Exchange Board of India

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TESTIMONIALS

What Our Clients Say







Jama Wealth