JamaWealth.com
Beesani Kumar is a seasoned wealth management professional currently serving as a Wealth Manager for High Net Worth Individuals at MaxiomWealth.com since January 2024. Prior to this role, Beesani Kumar held the position of Senior Unit Manager at Wealthy from May 2020 to December 2023. Academic credentials include a Master of Business Administration with a focus on finance and marketing from JNTU Anantapur and a Bachelor of Commerce in business management and marketing from Yogi Vemana University.
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JamaWealth.com
EXPERT WEALTH CREATION & INVESTMENT ADVISORS: Jama Wealth is a SEBI Registered Investment Advisory offering clean and unbiased equity portfolios to help grow your wealth: * Invest in Best Equities & Direct Mutual Funds. * Invest in Best Equity Investment Advisor In India Follow Us On YouTube: https://www.youtube.com/@JamaWealth * Get Expert Advice powered by technology & algorithms. Jama Wealth follows a simple Quant driven Investment Philosophy called Roots & Wings. Roots aim to preserve wealth by selecting companies with low debt, consistent efficiency & promoter integrity. Wings aim to increase prosperity by identifying growing companies (sales/profit/cashflows). TRUSTED: Jama Wealth is trusted because of 0% commission, 0% hidden fees, and 0% brokerage. No custody of holdings. No 3rd party selling. Your data is kept private and not shared for offers/deals. INVESTMENT MANAGEMENT APP: Jama Wealth also offers a Complete Investment Management App and experience: * Direct Equity: Invest in curated stocks via any Demat a/c. Periodic rebalancing. * Direct Mutual Funds: Lumpsum, SIP, STP, SWP, Redemption, Switch * Easy import from anywhere. Track stocks & funds with one Jama Wealth app. The app also enables Goal-Based Investing with cutting-edge features: * Comprehensive Financial Plan * Live Goal tracking and instant course correction * Child Future Plan, Retirement Plan Jama Wealth helps you become A Smarter Investor * Assess Financial Wellness on 5 dimensions * Improve wellness scores with personalised e-Learning from Jamà Academy * Get portfolio insights and early risk alerts To signup with Jama Wealth, email help@jamawealth.com now, or call +91 987-026-4643