JM Mutual Fund

How to Invest in JM Financial Mutual Funds?

Start Investing in JM Financial Mutual Fund Schemes online via Scripbox is an easy and convenient process. All you need to do is follow the few simple steps mentioned below.

• Visit the Scripbox Website for a list of Investment Plans: On the Scripbox Homepage click on the “Let’s Get Started” button. This will unlock a list of investment options as per your life goal. To start investing in Mutual Funds Scheme, pick any of the options best suited to your financial goal. Click on “Continue” to proceed with Mutual Fund Investment
• Sign up to create an account: If you are an existing Scripbox member, Sign in with your details. When you sign in, a list of different investment options will appear on your screen. Scripbox allows investors to select the payment option. You can select “Every month SIP” or “One-time payment” option depending on your cash flow. The investment amount can be as per your financial goal and cash flow. Click on the “See Recommended Funds” to proceed for investment.
• Check the Plan and Fund Allocation: A list of mutual fund schemes and the allocated amount for the selected plan is shown on this page. Read the details before proceeding ahead. If you wish to change the fund or amount, you can do that by clicking on the option, “I want to change Funds/ Amount.” Now click on the ”Next” button to make the payment.
• Bank Details and Money Transfer: Lastly you need to enter the bank account and PAN details. Scripbox provides a secure environment for payment. A bank account is used for investing and crediting the redemption proceeds only.

KYC Required To Invest in JM Mutual Fund

KYC stands for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfil the KYC procedure before investing in a SEBI registered mutual fund. A KYC form will include details of identity, address, financial status, occupation, and demographic information.

You can get your KYC done with Scripbox. The following KYC documents are needed by Resident Indians and PIO residing in India:

• Photograph
• Pan Card
• Address proof (Aadhar Card (Both Front & Back) / Driving License/ Passport/ Voter ID Card) 
• KYC Authorisation Letter. (Please write on a paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
• Video Selfie: Record a video by facing the camera for 5 seconds.

You can upload the clear color scanned copies of your KYC documents during the registration itself. Or. You could also share your KYC documents at help@scripbox.com or WhatsApp it to us on +91-8884448026.

How to Download Mutual Fund Investment Statement?

The following steps will guide you to download your JM mutual fund investment statement using the Scripbox App:

• Firstly, open the Scripbox mobile app and log in with your credentials.
• Then, on the right-hand corner, click on ‘Profile’ and select ‘Investment History’.
• Finally, click on ‘Email me’, and Scripbox will send you an email with a link to download the mutual fund statement.

The excel statement will include two sheets with the following details:

1. Orders Tab: The sheet includes information about the transactions and includes the following details: Name of the Fund, Folio Number, Investor Name, Type, Investment Amount, Units, Oder NAV, STT, and Purpose.
2. Current Holding Tab: This sheet summarizes mutual fund holdings and includes the following details like Name of the Fund, Folio Number, Units, Current Valuation, and Purpose.

Top JM Mutual Fund Managers

Fund Manager	Type Of Fund	Number of Schemes
Chaitanya Choksi	Equity	4
Asit Bhandarkar	Equity	4
Sanjay Chhabaria	Equity	4
Vikas Agarwal	Debt	3
Shalini Tibrewala	Debt	2

Explore: Best Fund Managers

Mr. Chaitanya Choksi

Mr. Choksi is the Fund Manager at Jm Financial Mutual Fund India with over 17 years of experience in fund management.

He has done his MBA in Finance from the reputed Narsee Monjee Institute of Management Studies in 2001. Also, he held various crucial portfolios. He had worked with UTI Investment Advisory Services Ltd., Il & FS Investsmart, Chanrai Finance Pvt. Ltd., and Lotus India AMC.

He oversees over 26 schemes worth an AuM of Rs. 2,354 cr. 

AT JM Financial Ltd he manages various fund categories. Some of the key schemes under his management are JM Core 11 Direct Plan, JM Large Cap Fund Direct Plan, JM Arbitrage Fund, and JM Tax Gain Fund

Mr. Asit Bhandarkar

Mr. Bhandarkar is the Fund Manager at Jm Financial Ltd. 

He is an MBA in Finance from the University of Mumbai with over 15 years of experience in the financial services industry.

Prior to joining JM Financial Ltd., in 2006, he worked at Sushil Finance and Jet Age Securities as a Research Analyst. After SBI Funds Management he moved to fund management in 2003. Thereafter, he joined  Lotus India AMC as Fund Manager.

At JM Financial Mutual Fund, he manages various fund categories mostly in the Equity section. Currently, he oversees 27 schemes with an AuM of Rs. 2,454cr. Presently, he manages at JM Financial Mutual Fund are Jm Value Fund Direct Plan-Growth, JM Core 11 Direct Plan-Growth, Jm Large Cap Fund Direct Plan – Dividend Yearly, and JM Core 11 Direct Plan Dividend.

Mr. Sanjay Chhabaria

Mr. Chhabaria is Fund Manager – Equity at JM Financial Mutual Fund Limited.

With over 20 years in equity research and fund management, he holds an in-depth knowledge of the financial services sector in India.

Mr. Chhabaria is associated with JM Financial Mutual Fund Limited for almost about 12 years.

Prior to joining JM Financial Mutual Fund Limited, he worked as Fund Manager at Lotus India AMC and Sbi Fund Management. He also has work experience as Research Analyst with IDBI Capital Markets and SMIFS Securities Ltd.

Presently, at Jm Financial he manages various funds like Jm Tax Gain Fund, JM Multi-cap Fund, JM Arbitrage Fund, and Jm Hybrid Fund

Mr. Vikas Agarwal

Mr. Agarwal is the Senior Vice President and Fund manager – Debt at Jm Financial Mutual Fund Limited.

He had done his PGDBM in Finance from the International School of Business and Media in 2003.

His career started at Centrum Capital Ltd. as Manager of the Fixed Income team. He moved on to joining SPA Capital Services Ltd., in 2004 as Assistant Vice President of Fixed Income. Also, he has been associated with Jm Financial Limited since 2007. He manages about 35 schemes with an Aum of Rs. 789 cr. 

Mr. Agarwal is responsible for managing Fixed Income Portfolios, asset allocation and credit of fixed income security bonds as well as selecting Security Portfolios.

He manages the following funds at JM Financial Ltd.: JM Dynamic Debt Fund Direct-Growth, JM Money Market Fund Direct Plan-Growth, Jm Dynamic Debt Fund Direct-Growth, and Jm G-Sec Direct Plan – Dividend Monthly

Ms Shalini Tibrewala

Ms Tibrewala has been working with JM Mutual Fund since 2003. She has over 14 years of experience in the financial markets. Presently, she manages JM Liquid Fund and JM Overnight Fund. She has done her B.Com (H). Moreover, she is an ACA and CS.

Mr. Harish C. Kukreja

Mr. Kukreja is the Executive Director and the Head of Investor Services and Banking Operations and Settlements at Jm Financial Mutual Fund Limited. 

He has been the most powerful mind in the financial services industry with almost 4 decades of experience in the financial sector.

He is a Commerce MA holder from Delhi University 1982 batch. Additionally, he has also done his MBA in Finance from the Faculty of Management Studies in 1997. He started as a Probationary Officer in Canara Bank and later moved on to UTI Asset Management Private Limited. Besides he has been an integral part of the launch of the PAN Card Project during his tenure at UTI AMC. 

He supervises a team of Fund Managers and is also responsible for

• investment monitoring,
• Banking and Settlement Operations,
• DRT & BIFR cases and
• Investor Services, among many.

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