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Get StartedDocuments To Be Kept Handy
- PAN Card
- Cancelled Cheque
- Latest 6 month Bank Statement (Only for Derivatives Trading)
Invest in Mutual Funds
Portfolio Diversification
Tax Benefits
Compounding Growth
- Mutual Funds -
A Mutual Fund is a pool of money managed by a professional Fund Manager. It is a trust that collects money from a number of investors who share a common investment objective and invests the same in Equities, Bonds, Money market instruments and/or other securities. The income / gains generated from this collective investment is distributed proportionately amongst the investors after deducting applicable expenses and levies. Investors own units of the mutual fund against their investments, and the value of these units fluctuate with the performance of the underlying assets.
- How does Investing in Mutual Funds Help You -
- Start Small & Grow: Start investing in Mutual Funds with as low as ₹500
- Diversification: Investment across sectors to diversify your portfolio
- Liquidity: Ease of withdrawing the invested amount at short notice
- Well Regulated: Regulated by SEBI to protect investor interests
- Tax Benefits: Invest in Tax saving ELSS schemes to save up to ₹46,800 on taxes
- Long Term Wealth creation: Leverage the power of compounding and multiply your capital
- Managed by experienced fund managers: Handled by SEBI registered fund managers
- Why Invest With JM Financial Services -
Top-rated Mutual Funds selected by Experts
Simplified SIPs through UPI Mandate
Strong distribution network
Goal based planning solutions
- There’s A Mutual Fund For Every Kind Of Investor -
- Equity Funds: Suitable for investors who seek higher returns over a longer duration
- Debt Funds: Suitable for investors who seek stable returns in a shorter time duration
- Hybrid: Suitable for investors seek a balanced approach for medium to long duration
- Tax Saving: ELSS funds with tax benefits up to Rs. 46,800 along with wealth creation
- How To Choose a Mutual Fund -
- Credentials and track record of the Fund, the Fund house and Fund management team
- Process and risk management of the Fund house
- Risk adjusted performance of the scheme versus benchmark and peer group
- Investment style and portfolio quality of the scheme
- Investor friendly experience in terms of operational efficiency and service
- Transparency and frequency of investor communication
- Get Started Now -
Sign Up
Open a free trading account online or with assistance from our Relationship Managers
Research
Use our advanced research to find the best stocks suited for your goals
Invest
Buy stocks effortlessly & start investing
- Ways to Invest in Mutual Funds -
There are two modes of investment in Mutual Funds - Systematic Investment Plans (SIP) and Lumpsum
- SIP (Systematic Investment Plan): In this mode you make regular investments in a Mutual Fund scheme at predefined intervals, typically monthly. SIPs enable you to spread your investments over time, reducing the impact of market volatility. For example, you invest ₹10,000 every month to achieve an investment goal of ₹12,00,000 over 10 years.
- Lumpsum: The Lumpsum mode requires a one-time investment in a Mutual Fund scheme. It is often considered riskier owing to market fluctuations.
- Both SIP and lumpsum investments have their advantages and disadvantages, so your choice should align with your financial objectives, risk tolerance, and investment horizon.
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- Our Customers Love Us -
The reputation of JM Financial has been an incredible advantage for our affiliate business. Apart from 24x7 support from the RM, we were also provided with marketing material for our clients. This kind of marketing support, along with the JMFS brand, helped us to face our competitors. Our clients have also benefited from the constant guidance of the Research team.
I am with JMFS since 5 years. Udaybhai from JM was the person who advised me wonderfully in Trading as well Investing aspect. He helped me generate good profits with minimal risk. And I must tell about how good service they provide, every time my queries were solved immediately. Good platform and excellent service.
- Frequently Asked Questions -
Account Opening Terms & Conditions
- The Free Demat & Broking Account ("Welcome Offer") is being offered by JM Financial Services Ltd. ("JMFS") to new clients.
- *Tariff Structure for DP Services will be applicable as per the scheme/plan opted for
- Execution of trades shall be governed as per the Terms and Conditions and KYC policies and Procedures agreed at the time of account opening and as amended from time to time.
- The Welcome Offer is not available/applicable to any employee of JM Financial Group and Business Affiliates ("Franchisees") of JMFS and the clients who are opening account with JMFS through their Franchisees.
- The Welcome Offer is subject to terms and condition as prescribed by JMFS. Please read the same carefully before opting for the Welcome Offer.
- JMFS reserve the rights to modify/amend the welcome Offer and its terms and conditions or withdraw the Welcome Offer at any time before the completion of the validity period by giving 15 days’ notice and the same shall be binding on the client.
- The brokerage will not exceed the SEBI prescribed limit.
- Demat cum trading account with JMFS will be opened after all the procedures relating to IPV and client due diligence are completed.
- In case of any dispute, the decision of JMFS management shall be final and binding on all the parties concerned.
- The above information is only for consumption by the client and such material should not be redistributed
Investments in securities Market are subject to market risk, read all the related documents carefully before investing.
Declaration
- I understand that my account would be opened as per name appearing in Income Tax records and the same would be activated after all procedure relating to client due diligence in accordance with regulatory guidelines is completed.
- I authorize JMFS to contact me and send promotional communication via SMS & Whatsapp even though I may be registered under National Do Not Call Registry established under the Telecom Unsolicited Commercial Communications Regulations, 2007 or registered or may be registered under the National Customer Preference Register established under new regulations viz. the Telecom Commercial Communications Customer Preference Regulations, 2010.
- I authorize JMFS to undertake my KYC online through KRA/Aadhaar/Digi locker based on authentication of opening Trading and Demat account with JMFS.
