JM Financial PMS is one of the leading portfolio management services in India, and it provides comprehensive brokerage services and investment opportunities.

The company has operated in India for 51 years and offers JM Financial Portfolio Management services for all active clients.

In this detailed review of JM Financial Portfolio Managers, we will discuss the charges, strategies, performance, and more details of the company to help you make an informed financial decision.

Total AUM Rs.1670.88 Cr.
Avg. 1 Year Return 22.17%
Active Clients 274
No. of Strategies 4
Minimum Investment Rs.50 Lakh
Experience 51 Years

JM Financial PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Mr Nimesh Kampani

Founded In (year)

1973

Why Invest in JM Financial PMS?

JM Financial Portfolio Management Services is perfect for customers needing more time to follow the share market and a reliable broker to manage their assets.

However, the client must invest at least 50 lakhs while requesting PMS services from JM Financial. Here are the benefits you will receive when you use the services of JM Financial PMS.

  • JP Financial is a SEBI registered company that provides reliable services.
  • The company handles customer portfolios in a hassle-free and transparent way.
  • The company carefully monitors and manages client portfolios to ensure high returns.
  • Competent portfolio managers ensure that the customer assets remain protected against market risks.
  • The company experts recommend portfolio strategies depending on the goals and risk tolerance of the client.
  • Investment is made only after in-depth research coverage of profitable sectors and companies.
  • The company offers multiple strategies such as Focus, Growth, and Value (G&V), India Resurgent Portfolio 3 (IRP3), and Apex.

JM Financial Portfolio Management Service Performance or Returns

1 Year Return

22.17%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

22.22%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

12.48%

Nifty 50 - 5 Year Return

11.52%

One of the biggest reasons clients get drawn to JM Financial is its high returns. JM Financial PMS Returns outperforms other portfolio management services of the financial sector.

Compared to Nifty 50, JM Financial offers higher or similar returns in most cases. The 1 Year Return of Nifty 50 is 10.74%, but the 1 Year Return of JM Financial is 21.88%, almost double of Nifty 50.

The 3-year return and 5-year return of JM Financial are CAGR (Compound annual growth rate) based.

3 Year Return of JM Financial is 22.22%, and the 3 Year Return of Nifty 50 is 20.15%.  The 5 Year Return of JM Financial is 12.48%, slightly higher than the 11.52% 5 Year Return of Nifty 50.

JM Financial PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

0.00%

JM Financial provides clients with several portfolio management services while charging affordable fees. You must consider the applicable charges while selecting the appropriate PMS for your needs.

Read the details of the JM Financial PMS Commission to understand how much you will be paying if you decide to invest with the company.

An investor must pay JM Financial a fixed fee of 2.5% of the fund value when they use the PMS services of the company.

The variable AMC is 1% of the fund value paid every year. A 20% Variable Profit Sharing charge will apply if there is more than 10% profit.

Exit load fees are based on the timespan of the withdrawal. If the investor sells their investment within the first two years, they pay an extra charge.

There will be a 3% exit load fee if the fund gets withdrawn before one year, and the exit load fee will be 2% if the fund is withdrawn before two years.

JM Financial does not charge any amount when the withdrawal is executed after two years.


Best Strategies by JM Financial Portfolio Management Services

Check out various strategies or Investment approaches provided by JM Financial Portfolio Managers.

Strategy Name Focus Growth and Value India Resurgent Portfolio Series – III Apex
Start Date 15-Oct-12 04-Mar-05 04-Mar-15 01-Feb-23
Category Multi Cap Large Cap Flexi Cap Flexi Cap
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) Rs.343 Cr. Rs.104 Cr. Not Disclosed Not Disclosed
No. of Stocks 45 44 29 Not Disclosed
1 Year Return 32.83% 28.91% 38.06% 37.30%
3 Year Return 15.33% 13.49% 28.55% NA
5 Year Return 16.94% 16.10% 20.89% NA
Fund Manager Mr. Rakesh Parekh Mr. Rakesh Parekh Mr. Rakesh Parekh Mr. Rakesh Parekh

Every portfolio has an investment strategy, and the main goal is to successfully weather the ups and downs of the industry and emerge with a solid profit.

The company offers its client base four types of JM Financial Portfolio Managers Strategy.

Focus

Investors may quickly create a portfolio using this method without thoroughly examining each stock or monitoring the market constantly.

The stocks are picked after thorough evaluation and research to ensure they can withstand an industry disturbance.

Focus was created in 2012 as a multi-cap segment with the S&P BSE 500 used as its Benchmark. The AUM of Focus is Rs.343 Crore and offers 45 stocks.

Focus provides a 1 Year Return of 32.83%, 3 Year Return of 15.33% and 5 Year Return of 16.94%.

Growth and Value

The Growth and Value strategy is generally used for large-cap stocks of domestic companies.

This strategy is best for those who understand the share market and like waiting for more significant returns.

Growth and Value strategy was created in 2005 as a Large-cap segment, and the S&P BSE 500 is used as its Benchmark.

The AUM of Growth and Value is Rs.104 Crore, and it deals with 44 types of stock options. Growth and Value provides a 1 Year Return of 28.91%, 3 Year Return of 13.49% and 5 Year Return of 16.10%.

India Resurgent Portfolio Series – III

This portfolio strategy seeks attractive Flexi Cap stocks with the potential to increase stock value and contribute to a high return.

India Resurgent Portfolio Series III was created 2015 as a Flexi Cap segment. S&P BSE 500 is its Benchmark.

The company does not disclose the AUM of India Resurgent Portfolio Series III, but it uses 29 types of stocks for this strategy.

India Resurgent Portfolio Series III provides a 1 Year Return of 38.06%, 3 Year Return of 28.55% and 5 Year Return of 20.89%.

Apex

JM Financial -Apex is the newest strategy of JM Financial PMS, created in 2023. It is another Flexi Cap segment with an S&P BSE 500 as its Benchmark.

The AUM of JM Financial does not disclose Apex or the number of stocks it uses.

The one-year Return of JM Financial -Apex is 37.30%; the company still needs to provide three-year and five-year returns details.

Top Fund Managers of JM Financial PMS

#1

Mr. Rakesh Parekh

#2

NA

#3

NA

#4

NA

#5

NA

JM Financial has a 50-year history in the financial sector, and over the years, many Fund Managers have led the company successfully.

Mr. Rakesh Parekh

The current fund manager of the company is Mr. Rakesh Parekh, a senior analyst and fund manager with over twenty-five years of expertise in the Indian stock market.

He directs the teams that manage Discretionary and Advisory Portfolios for Trusts, Corporate Treasuries, and High Net Worth Private Clients.


JM Financial Portfolio Managers SWOT Analysis

Are you thinking about investing with JM Financial Portfolio Management? Read the SWOT analysis below to understand the pros and cons of investing with the company.

Strength

  • JM Financial continues to generate larger profit margins than its rivals.
  • The strong brand recognition of JM Financial helps draw new customers to its portfolio management services.
  • JM Financial’s market share is increasing due to the recent financial service offerings.
  • The company holds a commanding market leadership position, and its online presence has helped to retain customers.
  • JM Financial has a track record of technical innovation fueled by consumer demand.

Weakness

  • Rivals can copy JM Financial’s business model, negatively impacting the company.
  • Profitability is threatened due to extreme industry competition in the financial service field.
  • The company’s market share is declining despite rising revenues because the Consumer Financial Services sector is expanding faster than the business.

Opportunities

  • Customers want reliability, and the SEBI registered status of the company can provide JM Financial with the chance to enter the entry-level market.
  • Consumers increasingly use online services, and JM Financial can benefit from this trend.
  • JM Financial may be able to develop quickly by partnering with regional businesses.

Threats

  • The younger generation is having difficulties increasing their investment power because of inflation.
  • Dealing with urban market saturation and increasing competition are complicated challenges for JM Financial.
  • Due to the size of its client base, JM Financial can only promptly address some of the clients’ complaints.

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Investment Facilities provided by JM Financial Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Portfolio management services have a high minimum investment amount, and the customers want their money’s worth of features from the service.

Let’s see the JM Financial Portfolio Management Features you will receive when you invest with the company.

  • The company offers Discretionary and Non-Discretionary services, a significant feature that the customers approve.
  • The switch charges are only 1% of the Fund Value.
  • Custom Strategy and Strategy Switches are not yet allowed by the company.
  • JM Financial PMS offers NRI Investment, a lucrative feature for many customers.
  • If a customer wants to withdraw their fund, they can do that by using the Early Exit option.
  • The Early Exit Charge for the first year is 3%, a standard market rate.

JM Financial Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

The Indian financial market is highly competitive, and to draw and retain customers, financial institutions provide excellent customer care services.

Fortunately, JM Financial Portfolio Management Services are customer-friendly and deal with customer issues sincerely.

  • JM Financial offers call support to all customers so that customers may quickly get answers to their questions. However, call support is available only on working days.
  • The company also offers Email Support, but chat support is unavailable.
  • All customers get Dedicated RM Support immediately after they sign up for JM Financial PMS.
  • One drawback of the customer care service is that it doesn’t offer Fund Manager Interaction.
  • JM Financial takes 5 Working days to address clients’ complaints.

JM Financial PMS Dashboard Link

Web Platform

JM Financial PMS Dashboard can help clients immensely because a dashboard makes it easy to track investment status.

When you sign up for JM Financial, you get immediate access to the dashboard. You can access the dashboard through a web platform and find the link in the table.

A dashboard will also help you access new investment information, check fees, and monitor investment developments.


JM Financial PMS Login

All customers need a quick login option to check their portfolio at all times, but most importantly, the login process must be safe and secure to prevent fraud.

When you sign up, you will receive JM Financial PMS Login information that will be directly sent to your email address.

You can access the dashboard anytime by using this PMS Login information.

JM Financial PMS Review or Ratings by Finec.in

Overall Rating

7.88 / 10

Portfolio Performance

8.08 / 10

Support

8.04 / 10

Facilities

7.84 / 10

Charges

7.68 / 10

Experience

7.76 / 10

JM Financial Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000000621

Contact Person

NA

Email ID

pms.clientservicing@jmfl.com

Telephone No.

022 5023 7000

Address

7th Floor, Cnergy, Appasaheb Marathe Marg, , Prabhadevi,, MUMBAI, MAHARASHTRA, 400025

Starting Date

Mar 21, 2017


How to Invest in JM Financial PMS?

Investing is an easy process with JM Financial because all a new customer needs are some verification papers to sign up.

However, there are two crucial factors that you should be aware of before you Invest in JM Financial Portfolio Management services.

These factors are –

  • All applicants must be at least 18 years of age.
  • The minimum investment amount to acquire portfolio management services is 50 lakhs.

These are the documents a customer needs to submit at the time of application –

  • The Demat account information of the client
  • PMS agreement
  • POA details
  • PAN number
  • Address proof or the Aadhar details.

Please click the button at the bottom of the page named “Invest in PMS”. A form will be there, and you can fill in your details.

After you fill out the forms, the company will take some time to verify the information.

When the verification process is successful, JM Financial will contact you at your registered phone number and send you the login information on your registered email address.

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JM Financial PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with JM Financial Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory


JM Financial PMS – Conclusion

Customer interest in the financial sector is growing, and many are taking advantage of reliable financial services such as JM Financial PMS.

The brokerage company provides trustworthy services and lucrative high returns.

With its reasonable commissions, low charges, and modern investment strategies, JM Financial is becoming a favorite PMS provider among new investors.

JM Financial Portfolio Management might be suitable if you are searching for a reliable PMS provider with a solid track record.


FAQ on JM Financial Portfolio Managers

Here is the list of FAQs related to the JM Financial Portfolio Management Services.

Which is the Best Strategy for JM Financial PMS?

JM Financial is a well-known portfolio management service provider, offering four types of investment strategies: Focus, Growth and Value, India Resurgent Portfolio Series – III, and Apex.

Depending on their requirements and goals, customers can choose from these multi-cap, large-cap, and flexi-cap strategies.

What is the Minimum Investment in JM Financial PMS?

Rs. 50 Lakh is the minimum investment amount for JM Financial portfolio management services.

What is the Return of JM Financial PMS?

JM Financial is one of the best and most dependable portfolio management services that offer high returns.

The 1 Year Return is 22.17%, the 3 Year Return is 22.22%, and the 5 Year Return is 12.48%.

Is JM Financial Portfolio Management good?

Yes. JM Financial is a 50-year-old company that provides multiple financial services, including portfolio management services in India.

The business has a sizable clientele, and its PMS is famous for yielding high returns.

What is the fixed commission of JM Financial PMS?

The fixed commission is 2.5% of the Fund Value (AMC).

Is a Demat account mandatory for JM Financial Portfolio Managers?

Yes. The client must have a Demat account to use the JM Financial portfolio management service.

What are the Exit Charges of JM Financial Portfolio Management?

The first-year exit charge is 3.00%, the second-year exit charge is 2.00%, and the clients do not have to pay any exit charges from the third year.

Who are the current fund managers of JM Financial PMS?

Mr. Rakesh Parekh is the current fund manager.

What is the AUM of JM Financial Portfolio Management Service?

JM Financial PMS has a total AUM of Rs.1251.55 Crore.

Do JM Financial Portfolio Managers Charge Variable Commissions?

JM Financial portfolio managers charge 1% of the fund value as variable commissions.


 

Customer ratings and reviews of JM Financial PMS

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