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JM Financial Services
JM Financial Services

JM Financial Services

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AUM 1,593.59 Cr
(As on Oct, 2025)
No. of schemes4
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pms bazaar
About JM Financial Services

JM Financial Services manages assets worth Rs 1593.59 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap and 1 Large Cap schemes.

bt_logoPORTFOLIO MANAGERS

Rakesh Parekh
Rakesh Parekh
  • Schemes managed 3
  • Total AUM Undisclosed
  • Highest return in 1 year +7.81 %
Profile

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.

Amish Kanani
Amish Kanani
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year +7.81 %
Profile

Mr. Kanani has more than 25 year’s experiences in portfolio management and research. He is a Director in the PMS division at JM Financial (JMFL) and is responsible for managing IRP III series portfolios. Prior to managing portfolios independently, he has tracked various sectors as buy side analyst including pharmaceuticals, IT services, oil and gas, real estate and capital goods & infra sectors. His wide expertise in understanding monetary and fiscal policies in the context of economic cycle and understanding thrust of Government policies is valuable in devising top down macro calls for the portfolios. Before joining JMFS, Amish had work with CRISIL Research and Kotak AMC focusing on credit and industry research. Mr. Kanani is a qualified Chartered Accountant and Grad CWA.

Ashish Chaturmohta
Ashish Chaturmohta
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year +-0.24 %
Profile

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

bt_logoFund Manager Interview Video

"Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes
Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes40:28
"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund19:21

bt_logoPMS SCHEMES

AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
69 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹99.43 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
25 Out of 28
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
193 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹355.76 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
200 Out of 251
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the total AUM managed by JM Financial Services ?
The total AUM managed by JM Financial Services is ₹ 1,593.59 crores
What is the total number of schemes managed by JM Financial Services ?
The total number of schemes managed by JM Financial Services is 4
What is the best performing PMS scheme of JM Financial Services in 1 year ?
The best performing PMS scheme of Nippon Life India Asset Management Ltd in 1 year is J M Financial - India Resurgent Portfolio Series - III.
What is the best performing PMS scheme of JM Financial Services in 3 years?
The best performing PMS scheme of JM Financial Services in 3 years is J M Financial - India Resurgent Portfolio Series - III