JM Financial Mutual Fund

JM Financial Mutual fund is one of the India’s first private sector mutual fund. The group has more than three decades of experience in the financial market. The AMC has started its operation in December 1994. It has extensive experience in trading, research, investment banking and individual wealth management. 

JM financial mutual fund is considered as one of India’s first private sector for mutual fund(s) that commenced its operations in 1993-94. Basically, they are a part of JM Financial Group which has itslegacy  for more than four decades. Precisely, they are one of the successful companies that have emerged out of JM Financial Group’s amazing foundation in financial services.  

JM Financial Asset Management Limited, the Asset Management Company of JM Financial Mutual Fund is sponsored by JM Financial Limited.  It started operations in December 1994 with a launch of three funds-JM Liquid Fund, JM Equity Fund and JM Balanced Fund. Presently, JM Financial Mutual Fund offersthe classification of funds that caters to the diverse needs of both its individual and institutionalinvestors. 
 
Perfectly focused on helping the investors, realize their investment goals through prudent advice,impeccable research, judicious fund management, and strong systems of managing risk.  

• Past Performance Is No Guarantee of Future Results. Rating are based on Crisil Rank

Features as initiated by the JM FINANCIAL MUTUAL FUND 

• Integrity is fundamental to the business wherein the team is subjected to adhere to ethical and moral principles towards their work. 
• Understanding client’s requirements, needs, seeking new opportunities, addressing them at every point of investment, and deliver unique solutions to them are the mantra the team follows.  
• Respecting and valuing everyone’s commitment to the group effort.  
• Pioneering brand new solutions with creativity and initiating talents to realize the goals of theirinvestors.  

List Of The best JM financial mutual fund Managers 

Here’s is the list of best JM Financial Mutual Fund managers. 

 Mr. Asit Bhandarkar  

He is currently the portfolio manager of JM Financial Asset Management Private Limited. He has more than a decade of experience in fund management and equity research. Previously, he was associated with Lotus India AMC and SBI Funds Management. He holds a M.M.S and B.com degree. 

 Chaitanya Choksi 

He has more than one and half decade of experience in the capital markets and in the field of equity research. He is associated with JM Financial Asset Management Limited since 2008. Previously, he was associated with Lotus AMC, Chanrai Financial Private Limited, IL&FS Invest smart and UTI smart Advisory ltd. 

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Investing in JM FINANCIAL mutual fund is not a bad idea; and with Gulaq the process is simplified with just a few clicks. The investor can filter her requirements in accordance with goals, returns, risks, and horizons. Once sorted, the investor can hop on to Gulaq; select the mutual fund plan, enter the amount to invest, and start investing. Just a matter of a few minutes. NOTE: Also, KYC with Gulaq is FREE. 

Best JM FINANCIAL Fund Managers

Look at the versatile fund manager of JM:  

Asit Bhandarkar (Fund Manager – Equity): Mr. Bhandarkar has over 16 years of experience in fund management and equity research. Previously, he was with Lotus India Asset Management Company Pvt Ltd as Fund Manager; also, with  SBI Funds Management Pvt Ltd for more than 2 years. Apparently, he manages JM Value Fund, JM Arbitrage Fund, JM Core 11 Fund, and JM Large Cap Fund.  

Sanjay Chhabaria (Fund Manager – Equity): Mr. Chhabaria has over 18 years of experience in equity research and fund management. He started his career with firms like IDBI Capital Markets, and SMIFS Securities for 4 years. For now, he is the fund manager for  JM Arbitrage Fund, JM Tax Gain Fund, JM Multi Cap Fund, and JM Equity Hybrid Fund. 

Chaitanya Choksi (Fund Manager – Equity): Mr. Choksi has around 15 years of experience in the field of capital markets and equity research. Since 2008, Chaitanya is associated with JM Financial. Prior to joining the AMC, he has worked with Chanrai Finance Private Limited, Lotus AMC, UTI Investment Advisory Services Ltd, AND IL &FS Investsmart. Apparently, he is the Fund Manager for JM Arbitrage Fund, JM Tax Gain Fund , JM Core 11 Fund, and JM Large Cap Fund.  

Shalini Tibrewala (Fund Manager – Debt): Ms. Tibrewala has more than 19 years of experience in the financial sector. She has been with the fund for almost 19 years and is responsible for managing JM Money Market Fund, and JM Liquid Fund.  

Vikas Agrawal (Fund Manager – Debt): Mr. Agrawal has over 15 years of experience in the fixed income market and previously worked with Merchant Banking Firms. For now, he is the fund manager for JM Ultra Short Duration Fund, JM Low Duration Fund, JM Dynamic Debt Fund, JM G-Sec Fund, JM Income Fund & JM Short Term Fund.  

List Of Doc Required To Invest JM Financial Mutual Fund

To invest in mutual fund in JM FINANCIAL MUTUAL FUND, take care of the following documents: 

Proofs required to be KYC compliant-  

Identity proof 

• PAN Card along with the latest photograph. 
• Any one amongst Passport, Aadhar card, Driving license, or Voter ID. 

Address proof 

• Unique Identification Number (Aadhaar Card) 
• Passport 
• Driving License 
• Voters Identity Card 
• Bank Account Statement/Passbook 

Non-residents 

They need to submit a copy of their passport and permanent and overseas address along with a copy of their PAN card. 

Frequently Asked Questions

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