Firm Profile
As the tag line of our company suggests “YOUR GOAL …OUR AIM “, At JAMS WEALTH ,we work with commitment of achieving client goal is our top most aim , we assist our client in the course of Investing along with Wealth creation. Based on your short term, medium term and long term financial goals, We advise you on appropriate investment avenues. We believe in exhaustive financial planning and goal based investing for individuals as well as non-individuals.
We extend a plethora of Wealth management products like Mutual Funds, Bonds, Fixed Deposits, Portfolio Management schemes(PMS), Life insurance, General Insurance Etc. Based on risk assessment and Goal Planning of the customers.
We believe in being an Honest Advisor to you when it comes to investing and wealth Management, because we understand the criticality of advisory in the entire course of investing and Wealth creation and hence we are constantly proactive in terms of updating you on your portfolios as well as conducting frequent portfolio reviews just like regular health checkups to make sure that your portfolio stays in pink of health.
Our endeavor is to make the journey of wealth creation, a hassle free and smooth ride for our customers. We aim at providing best of our services always.
About Mr. Jimit Ajit Shah
As an mutual fund distributor Mr. Jimit Ajit Shah will act as a bridge between the fund manager and the investor in that scheme. At regular intervals he will communicate the fund manager's strategies to the Investor. This will help the investor to act like a informed investor and have confidence in the investment he has made throughout the holding period. This will bestow in him the much needed conviction as an LONG TERM INVESTOR.
Mr. Jimit Ajit Shah is qualified CFP (Certified Financial planner) and have it's Bachelors Degree in Commerce specialised in Accounting and Finance , Master Degree in Commerce From Mumbai University and Certification on Chartered Financial Goal Planner From American Academy of Financial Management of India.
Charmi Jimit Shah
Charmi is an investment advisor at Jams Wealth, a growing financial investment firm founded in 2011. The sole motive of the firm is to help their clients plan and achieve their financial goals, which contribute to a more balanced and bountiful lifestyle.
Charmi believes that the right investment at the right time can secure your future and support you through some of life’s most important commitments like funding your child’s education or your own wedding. She can empower you with an in-depth analysis of your portfolio and a plan for your investments. Her Honest advice and skill for real-time goal setting allows Charmi to build consistent and healthy relationships with her clients.