JM Financial Limited
Aum In Crs.
1601.15
Number of Clients
404
No. of Investment Approach
4
As On
31 May 2025
About AMC
JM Financial Limited is a trusted name in India’s capital markets, offering integrated investment management solutions to institutions, corporates, banks, high-net-worth individuals, and retail investors. Over the years, we have led pioneering transactions and forged enduring relationships with Indian and global corporate houses—guided always by our commitment to governance, confidentiality, and fiduciary responsibility. Our Portfolio Management Services (PMS) are crafted to enable long-term wealth creation through a disciplined, research-driven approach with a sharp focus on managing risk. Backed by a deep-routed market understanding, our JM Financial PMS has been entrusted by some of the most discerning investors across geographies. Our investment strategies are anchored in a proprietary research framework that integrates business technical and fundamentals, valuations, and market cycles. This approach helps us deliver consistent, risk-aware returns while staying aligned with our clients’ long-term goals and values.
Investment Approaches
Focus
Multi Cap & Flexi CapGrowth and Value
Large CapIndia Resurgent Portfolio Series - III
Multi Cap & Flexi CapApex Featured
Multi Cap & Flexi CapFund Manager Info
Mr. Ashish Chaturmohta
Managing Director - Portfolio Management Services
Received “India’s Best Market Analyst - Equity, 2011” award from Zee Business. Recognized as one of India’s Best Derivative Analyst in Economic Times article - January 2014 .Received nomination as best technical analyst for three consecutive years by Zee Business .Appearance across all major business channels - CNBC TV18, ET Now, NDTV, Bloomberg UTV, Zee Business and CNBC Awaaz for presenting views on markets and stocks . Actively involved in providing views on markets and stock via leading Indian financial newspapers .Visiting faculty in some B-schools providing 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 a degree in MBA, Finance from the University of Stirling, UK.
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AMC Registered Address
JM Financial Limited 7th Floor, Cnergy Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400025
SEBI Reg No : INP000000621
Disclaimer & Risk Factors:
We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.
All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.