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Compounding Value

At JM Financial Portfolio Management Services, we synergise deep market experience, top notch research skills, and sharp strategic thinking to help you grow beyond market benchmarks. Designed for discerning investors who seek long-term value, our portfolios reflect a disciplined approach, rooted in fundamental and technical insights. We partner with you in the truest sense, to navigate market cycles, aiming for capital appreciation and long-term wealth creation.

About JM Financial Group

JM Financial is one of India’s most respected financial institutions with a legacy spanning over five decades. We cater to a diverse clientele across Investment Banking, Asset Management, Lending, and Wealth Management. Our PMS division upholds the same values that have made JM Financial synonymous with integrity, innovation, and performance.

Our Investment
Philosophy

We believe wealth is best created through:

High-conviction Investing

Focused strategies powered by precise bottom-up research

Risk-adjusted Performance

Strategies that aim to maximize upside while protecting capital.

Long-term
Orientation

Investing in businesses that benefit from structural trends and strong governance.

Technical + Fundamental Synergy

A holistic approach that integrates macro cycles, market momentum, and intrinsic value analysis.

JM Financial PMS Offerings

Our curated strategies are tailored to different investor needs and market environments:

APEX
A distinctive strategy blending fundamentals with technicals, backed by Nifty PUT hedges to navigate market volatility.
Growth & Value
Built for investors seeking balance, this strategy targets quality large and mid-cap companies with strong growth potential at reasonable valuations.
India Resurgence Portfolio (IRP)
A forward-looking portfolio capturing India’s structural growth through sectors driving manufacturing, consumption, financialization, and digital transformation.
Opportunistic Portfolio
A tactical, high-conviction strategy for aggressive investors seeking alpha from short- to mid-term market dislocations and rebound opportunities.
Focus Portfolio
A conviction-driven portfolio of 15–20 high-quality large and mid-cap growth stocks, aiming for long-term capital appreciation through deep research and selective focus.
Partnering in Possibility, Performance and Purpose
Proven legacy and credibility
across market cycles
Transparency with regular
performance updates
Bespoke strategies tailored to
every investment goal
Active management with a
research-first approach
High attention to
risk management
Whether it's retirement, legacy, or life goals —
we make your capital work smarter
The Minds Behind the Strategy
Rakesh Parekh

CIO, Managing Director & Head

Over three decades of experience in fund management and equity research. Known for his in-depth understanding of sectoral cycles and long-term stock picking.

Ashish Chaturmohta

Managing Director

A seasoned market expert who blends technical tools with macroeconomic and microeconomic triggers to generate timely, actionable insights.

JM Financial Limited is registered with SEBI as a Portfolio Manager vide registration number INP000008455
Validity : Perpetual unless cancelled by SEBI or surrendered by Portfolio Manager
Add Investor’s may invest with us directly as well. To invest in any of our PMS strategies directly kindly reach out to us at pms.clientservicing@jmfl.com Tel : 022-4505 7149.