Information only. Not advice, not a marketplace.
374 clients · 31 months · INP000008455
As of Aug_2026
CAGR is Not reported below 12 filed months. Age is months with 1M returns, not calendar age. Missing AUM is unfiled in SEBI Table B, not a site bug.
| About the PMS | Details |
|---|---|
| Registration No. | INP000008455 |
| Date of Registration | 2023-12-13 |
| Registered since | 2 yr 9 mo |
| Principal Officer | Mr.ASHISH CHATURMOHTA |
| Principal Officer Email | Ashish.Chaturmohta@jmfl.com |
| Contact Number | 91-22-266303030 |
| Compliance Officer | Mr.AKSHAY BIPIN VORA |
| Compliance Email | AKSHAY.VORA@JMFL.COM |
| Address | 7th Floor, Cnergy,Appasaheb Marathe Marg, Prabhadevi, MUMBAI,MUMBAI,MAHARASHTRA,INDIA,400025 |
| Age | 31 months |
Clients
AUM (cr)
Strategies
Open a strategy, then add up to four to Compare.
Sort by:
Showing 6 of 6 strategies
Trailing return from filed months
- 1Y
- 15.29%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
Trailing return from filed months
- 1Y
- -0.83%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
Trailing return from filed months
- 1Y
- 2.17%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
Trailing return from filed months
- 1Y
- 20.84%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
Age: 6 months · Sparse · 6 mo
Sparse track recordNeeds 12 months
CAGR
-7.71
Max DD
Needs 12 months
Calmar
Needs 12 months
Sharpe
Needs 12 months
Sortino
40.00
Win Ratio
+65Metrics
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
Needs 12 months
CAGR
0.00
Max DD
Needs 12 months
Calmar
Needs 12 months
Sharpe
Needs 12 months
Sortino
100.00
Win Ratio
+65Metrics
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
Jm Financial Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has Jm Financial Limited performed?
- Jm Financial Limited PMS performance on Know Your PMS is shown as standardized strategy scorecards from SEBI month-end TWRR filings — CAGR, max drawdown, and risk-adjusted metrics when enough months are reported (latest filing month Aug_2026). Learn more
- Where do Jm Financial Limited returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings for listed strategies. We do not invent zeros for unfiled months. Learn more
- How many Jm Financial Limited strategies are listed?
- 6 strategies are currently listed. Open each strategy scorecard for CAGR, drawdown, and track-record detail. Learn more
- How do I re-underwrite a held or pitched Jm Financial Limited PMS?
- Open a strategy scorecard and read as-of plus track length first. CAGR needs at least 12 filed months. Add 2–4 strategies to Compare on the same as-of, then export an advisor pack. Know Your PMS is research-only. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Learn more