JM Financial Services Ltd. Приложения
InvestPal 1.2.5
InvestPal is an investment app from JM Financial Servicesthroughwhich clients can invest in various financial products onthe goincluding Mutual Funds, IPOs, Fixed Deposits, etc. Withauser-friendly interface the app enables a seamless andpaperlessinvestment experience. Key Features • With multi productDashboardget overview of investments • Invest across products withmultitransactional facility (MF, FD & IPO) • ReadymadeInvestmentPacks for Mutual Fund investments • Invest in CorporateFDsdirectly through paperless investments • Manage portfoliosofmultiple family members in a single login • Get detailed reportonMutual Fund holdings based on ratings, asset class, sectorandsecurity • Avail capital gains report for mutual funds • GetMutualFund Statement of Accounts (SOA), Folio-Wise. • IFD assistedapp soinitiate transactions for their clients. Non-financialtransactionscan be accepted on behalf of the clients. Payments haveto be madedirectly by the client. • Real time notifications AboutJMFinancial Services JM Financial Services is amongst thefinestbrokerage firms in the Indian Capital markets,offeringcomprehensive investment management solutions toinstitutions,banks, corporates, high-networth individuals andretail clients.With a wide spectrum of products and servicesranging from EquityTrading to Wealth Management Services as well asPortfolioManagement Services to distribution of investment productslikeMutual Funds, Public Offerings and Fixed Income Products, wearewell poised to cater to the varied investment needs of ourclients.
Wealth Tracker 1.37
Wealth Tracker is an all-inclusive investment app from JMFinancialServices for its Wealth Clients to build their portfolioas well askeep a track of their investments on the go. With auser-friendlyinterface the app provides an ideal platform to investin variousasset classes including Equities, Mutual Funds, FixedDeposits,Initial Public Offerings, etc. The app enables our clientsto stayon top of their portfolio and access all relevantinformation,effortlessly and intuitively. Key Features • Invest invariousasset classes all on single platform. • Trade in equitiesand otherrelated asset classes through BlinkTrade our high-speedtradingplatform. • Build Mutual Fund portfolio with seamless buyand selltransactions. • Invest in the latest Initial PublicOfferings(IPOs) to make the most of the market opportunities. •On-the-Goaccessibility to status of portfolio and marketinformation. •Comprehensive dashboard presenting asset allocationof investments.• Gauge performance of the portfolio by XIRR methodat multiplelevels and time periods including Portfolio level,Financial Yearto date, Quarter to date, Month to date, Holdinglevel. • Monitorperformance of mutual fund holdings at a glance. •Avail summary ofRealised & Unrealised Gain/Loss across schemes,asset class andportfolio. • Get the latest market insights, marketcommentary,news updates, etc. • Access portfolio at various levelsof Family,Client and Account.
JM Financial Services Digital Account Opening 3.1.0
Effortlessly set up account with JM Financial Services onitsDigital Account Opening platform. Accounts can be activatedinvarious segments including Equities, Derivatives,Commodities,Currencies, Mutual Funds along with Demat. Key Features1. Easyaccount opening through Digilocker, KRA fetch and manualentry 2.Easy to navigate step by step process 3. Multi-segmentaccountactivation 4. Minimum physical document submission 5. eSignthroughOTP based authentication 6. Live tracking of applicationstatus Toset up an account with JM Financial Servicesclickhttps://www.jmfinancialservices.in/request-callback/clientAbout JMFinancial Services JM Financial Services is an awardwinningbrokerage firm in the Indian Capital markets,offeringcomprehensive investment management solutions toinstitutions,banks, corporates, high-networth individuals andretail clients.With a wide spectrum of products and servicesranging from EquityTrading to Wealth Management Services as well asPortfolioManagement Services to distribution of investment productslikeMutual Funds, Public Offerings and Fixed Income Products, wearewell poised to cater to the varied investment needs of ourclients.
JM Pulse 1.1.1
This App gives you the experience of below features: 1)InteractiveDashboards showing Business Details. 2) Online MFPlatform–Purchase/SIP/Redeem and access to Client Portfolio Report.3) FormScan and Upload. 4) Query Management and Resolution. 5)BusinessReports and Online Transaction Tracking. 6) News, Research&Updates. 7) Tracking and Updating Self and Auto created Tasks.
Insta KYC 1.2.3
The app onboards the prospective client with a trading anddemataccount with a pre-selected Brokerage and Demat Plan whichwill beembedded in the link sent to the client along with thedetails ofthe Branch and the Relationship Manager of the Branch ortheBusiness Partner with which the client will be associated.Theclient thereafter will complete the journey with guided stepsonthe App.
