JM Financial Mutual Fund

About JM Financial

JM Financial Mutual Fund is one of the private players in the industry. JM Financial is a pioneering group that provides investment banking, mortgage lending, alternative credit, and wealth management platforms. JM Financial AMC is a mutual fund arm established in 1994.

As stated above, it is one of the oldest private companies which introduced its mutual fund.

To date, the company has expanded its family to 24,000+ distributors across the country and managing an AUM of 12,000+ cr.

The company started its operations by launching three funds simultaneously including JM Equity Fund, JM Liquid Fund, and JM Balanced Fund thus setting up a foundation of diverse offerings.

The main objective of the company is to generate high returns while managing risk across all its products.

Why Invest with Swaraj Finpro?

5000 + Trusted client all over India

Paperless sign up on web & app

Registered with AMFI with ARN-91820

ZERO fees

Top 5 Mutual Fund schemes for JM finance company

Mutual Fund Schemes 1 Year (%) 3 Year (%) 5 Year (%) Actions
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Calculate the future value of your mutual fund investment

Investment Amount

Number of Years

Total Invested : 6,00,000

Gains : 56,200,000

Current value : 1,16,20,000

Steps to invest in JM Mutual Fund Schemes

With Swaraj Finpro, you can invest in a JM mutual fund completely online and sitting at home. 

Download the Swaraj Finpro app from the Play Store or App Store.

Complete your registration with a mobile number, email ID, and PAN number.

Do the KYC process with documents like PAN, AADHAR, bank details (cancelled cheque or passbook) and E-sign (with AADHAR).

Activate your IIN to place online transactions.

Do the ACH Mandate and start investing.

Don't worry if you find this process difficult then our relationship managers will help you out at every step.

Key details about JM asset management company

Mutual Fund Name JM Financial Mutual Fund
Asset management company name JM Financial Asset Management Ltd.
AMC Setup Date 15 September 1994
AMC Incorporation Date 09 June 1994
Sponsor name JM Financial Ltd
Trustee organisation JM Financial Trustee Company Pvt. Ltd.
Chairman V.P Shetty
MD and CEO Bhanu Katoch
CIO Mr. Saravana Kumar A
Compliance Officer Diana D'sa
Investor Service Officer Harish Kukreja

Contact Details

Feel free to contact JM Mutual Fund regarding any queries at the following address:

Office Address: Office B-8th Floor-Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400025. Branch Timing (9 am - 6 pm)

Phone: 022-33797777,
1800-103-8345

Email:
investor@jmfl.com

Frequently Asked Questions

JM Mutual Fund is one of the oldest private mutual funds, founded three decades ago. The organisation is value-driven, and its core values include integrity, teamwork, client focus, innovation, implementation, performance, and partnership.

You can get the mutual fund statement on our website or app.

You can either visit their office at this address: Office B, 8th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai: 400 025 or contact their toll-free no.: 1800 1038 345

You can visit our research page to check the returns of JM financial mutual funds.

You can visit our research page to check the nav of JM financial mutual funds.

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