Here Are a Few Relevant Results "TATA"
The dynamic investments markets are always full of variabilities. Wouldn’t it be great to leverage the expertise and insights of skilled SEBI registered Research Analyst and Investment Advisors (“Investment Professionals”) to supercharge your investments with portfolios curated by them?
With an endeavour to bring efficient and productive investment experience to the clients, JM Financial Services is delighted to present - Investment Basket in association with WealthDesk, a platform that lets you invest in systematic, modern investment products called WealthBasket.
Investment Basket is a readymade basket for investment, put together by Investment Professionals based on their in-depth research and analysis. These baskets are monitored and maintained by Investment Professionals while investors have complete access and control to the various aspects of their portfolio. Each Investment Basket reflects an investment strategy or theme or an idea with underlying stocks or ETFs. It is weighted and customised following rigorous research and back testing process.
Investment basket created by Investment Professionals.
Maintains an ideal mix of Equities and/or ETFs that drive short to long-term diversified wealth creation opportunities.
Each Investment Basket is meticulously structured around a specific theme, strategy or market model catering to varied risk profiles.
The underlying stocks and ETFs in the Investment Baskets are assimilated and weighted following an intense research process.
Investment Professionals regularly monitor the efficiency of the Investment Baskets and rebalance them in line with the risk-return objectives.
Designed for long term investment with a high risk, high reward mindset. A mix of Large, Mid and Small cap stocks along with sector wise allocation are identified and recommended.
Designed for long term investment with a balanced risk reward expectations. A mix of Large, Mid and Small cap stocks along with sector wise allocation are identified and recommended.
Designed for long term investment with a mostly conservative risk profile. A mix of Large, Mid and Small cap stock along with sector wise allocation are identified and recommended.
Thematic investing allows investors to pursue market exposures to specific sectors or theme (e.g. Consumption, Infra, Urbanisation etc).Investing based on themes can help investors personalize their portfolio allocation to include investments that align with their focused interests. We intend to offer collection of baskets with specific themes to enable ease of thematic investing for clients. Through internal research, and analysis of investment strategies and prevalent themes, we curate a portfolio of stocks that provide exposure to sector(s), themes or events that can help clients generate alpha.Thematic Investing requires a decisive understanding of the impact of all trends on various sectors or themes involved. Hence, this approach is best suited for active investors who have moderate to high risk appetite.
A Systematic Investment Plan (SIP) is based on the simple idea of investing a fixed amount at fixed intervals, for a long time to achieve long-term benefits.We offer 4 SIP Baskets based on Growth v/s Value split amongst Large cap & mid-cap baskets. This encourages a disciplined, systematic approach to investing, irrespective of the state of the market thereby reducing the ambiguity of market timing.