Your Partner in Wealth Creation

Get research-driven guidance and easy-to-use tools that make choosing the right mutual funds clearer and more confident.

About Jaimal Wealthtree

Jaimal Wealthtree, Recommend finest funds for clients

We understand our clients & advice the finest funds suited for their financial goals.

Recommend funds that matches your goal

Just like a doctor who prescribes you the right treatment, we recommend you the right fund that matches your goal

We are the best educator for our clients

We educate our clients of all the market trends.

Invest Smarter with Smart SIP

Smart way to invest in mutual funds.

Invest Now

Invest Smarter with Smart SIP

Smart way to invest in mutual funds.

Invest Now

Invest Smarter with Smart SIP

Smart way to invest in mutual funds.

Invest Now

Our Products

OnTrak offers the perfect asset mix to keep your portfolio on track for success - 365 days a year.

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SmartSIP

SmartSIP – a feature that gives you Buy, Sell, and Skip signals for your mutual fund SIPs. Designed to help you earn up to 8% higher returns compared to regular SIPs.

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Make your investments grow with your income. Step Up SIP helps you increase your contribution automatically every year so you can reach your financial goals faster.

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Basket

Get Access to Ready Made Mutual Funds Baskets Designed to Achieve your financial goals based on Time horizon and Target Corpus.

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FD

Discover the advantages of investing in a Corporate Fixed Deposit and secure your financial future with stable returns and minimal risk.

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NPS

A smart and secure way to build your retirement corpus. Enjoy tax benefits, flexible contributions, and market-linked growth.

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Mutual Fund

Diversify your wealth with expert-curated funds tailored to your goals and risk profile.

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Key Benefits

Goal-Based Investing

Invest with a clear purpose—whether it’s a house, education, or retirement.

Hassle-Free Auto Mandate

Set up your payments once and invest seamlessly without reminders or manual effort.

Flexible Investment Dates

Choose SIP dates that fit your schedule and cash flow.

Smart Investment Calculators

Plan, compare, and forecast your returns instantly with easy-to-use tools.

Calculator

Monthly Investment

Expected Return Rate (% p.a.)

%

Time Period (in years)

Yrs
Est. Returns
Invested Amount

Invested Amount

Est. Returns

Total Value

Total Investment

Expected Return Rate (% p.a.)

%

Time Period (in years)

Yrs
Est. Returns
Invested Amount

Invested Amount

Est. Returns

Total Value

How much you can invest through monthly SIP? (Rs)

How many months will you continue the SIP? (in Year)

Yrs

What rate of return do you expect? (% p.a.)

%

Annual Stepup

Est. Returns
Invested Amount

Total SIP Amount Invested with out step up

Total Growth with out step up

Total SIP Amount Invested with step up

Total Growth with step up

Total Future Value

(Your SIP Investment Amount + Growth) with Annual increase

Contact Us

Let’s Talk

Tirumalagiri,secunderabad,
Hyderabad,Telangana,500015, India

+91 9703403728

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