JM Financial Limited

JM Financial Limited

AUM (Cr.)

1431.62

Clients

409

Inv. Approach

4

As On Date

31 August 2025

JM Financial Limited is a highly regarded brand in the capital markets of India, offering integrated investment management solutions to institutions, corporates, banks, high-net-worth individuals, and retail investors. Over the years, we have executed landmark transactions and developed long-term relationships with Indian and global corporate houses, always guided by governance, confidentiality, and fiduciary principles. Our Portfolio Management Services (PMS) are designed to create long-term wealth through disciplined, research-based processes with a particular focus on managing risk. As a firm with deep-rooted market knowledge, JM Financial PMS is a trusted choice for some of the most distinguished investors in the world. We develop investment strategies based on an in-house proprietary research framework, considering a combination of business, technical and fundamental valuations and market cycles. This process enables us to work towards obtaining a sustainable and risk-managed return over the medium to long-term aligned with our client's goals and values.

Portfolio Managers

Mr. Ashish Chaturmohta

Managing Director - Portfolio Management Services

Awarded “India’s Best Market Analyst - Equity, 2011” from Zee Business. Listed as one of India’s Best Derivative Analyst in an article by Economic Times - January 2014. Nominated as best technical analyst for three successive years by Zee Business. Seen across all major business channels - CNBC TV18, ET Now, NDTV, Bloomberg UTV, Zee Business, and CNBC Awaaz providing views on the markets and stocks. Actively participating in providing views on the markets and stock via leading Indian financial newspapers. Visiting faculty of some B-schools giving insights on derivatives and technical analysis.

Mr. Rakesh Parekh

Managing Director - Portfolio Management

Mr. Parekh has over 25 years’ experience in equities and portfolio management. He heads the Equity PMS business at JM Financial Services (JMFS). Before joining JMFS, Mr. Parekh was part of the Templeton Emerging Markets Group headed by Dr. J. Mark Mobius. He was responsible for co-managing the portfolio of Templeton India Growth Fund (TIGF) and a private institutional portfolio-OMERS, a Canadian pension fund based out of Mumbai, India. He has gained varied experience across a number of emerging markets, principally India and Israel, during his tenure within Templeton Group. He has also worked with several other large investment organizations both FII’s and DII’s as a research analyst. Mr. Parekh is a qualified Associate of Chartered Insurance Institute (ACII), UK and holds an MBA in Finance from the University of Stirling, UK.

AMC Reg. Address

JM Financial Limited 7th Floor, Cnergy Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400025 SEBI Reg No.: INP000000621

AMC Inv. Login Link
Click here
AMC Web. Link
Click here
AMC Social Media
×
Unlock Your Trading Journey Today
Dedicated relationship manager to help in trading and investing