JM Financial Mutual Fund – Complete Investor Services

About JM Financial Mutual Fund 

JM Financial Mutual Fund, part of the JM Financial Group, was established in 1994 and is among India’s earliest private sector AMCs. The fund house offers a diversified bouquet of schemes across equity, hybrid, debt, and liquid categories, catering to varied investor needs. It is managed by an experienced team of fund managers led by Mr. Satish Ramanathan (CIO – Equity) along with other senior managers, combining research-driven insights with disciplined strategies. With its focus on long-term wealth creation, investor-centric approach, and innovative products, JM Financial Mutual Fund continues to build trust among retail and institutional investors alike.

Performance Sheet of JM Mutual Fund Schemes

JM Financial offers a wide range of schemes across categories

Transaction Forms Section

A. Purchase & Investment

• Additional Purchase Form
• SIP Registration Form (Systematic Investment Plan)
• STP Registration Form (Systematic Transfer Plan)
• SWP Registration Form (Systematic Withdrawal Plan)

B. Redemption & Switch

• Redemption Form
• Switch Request Form

C. Non-Commercial Transactions (NCTs)

• Change of Bank Mandate
• Change of Address / Contact Details
• Nomination Form / Change of Nominee
• Transmission Request (in case of death of holder)
• FATCA/CRS Declaration online
• KYC Update Form

Contact Information

📞Phone: +91 9315120004
✉️Email: [email protected]

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.

📅 Last Updated on: February 25, 2026

• Sushil Bajaj
• September 4, 2025