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Description
· With multi product Dashboard get overview of investments
· Invest across products with multi transactional facility (MF, FD & IPO)
· Readymade Investment Packs for Mutual Fund investments
· Invest in Corporate FDs directly through paperless investments
· Manage portfolios of multiple family members in a single login
· Get detailed report on Mutual Fund holdings based on ratings, asset class, sector and security
· Avail capital gains report for mutual funds
· Get Mutual Fund Statement of Accounts (SOA), Folio-Wise.
· IFD assisted app so initiate transactions for their clients. Non-financial transactions can be accepted on behalf of the clients. Payments have to be made directly by the client.
· Real time notifications
Disclaimer:
Investments in the securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed SEBI's prescribed limit.
Registration details:
https://www.jmfinancialservices.in/customer-corner/updates/registration-details
Grievances Escalation Matrix:
https://www.jmfinancialservices.in/customer-corner/updates/grievances-escalation-matrix
Registered Address:
JM Financial Services Limited 7th Floor, Cnergy Appasaheb Marathe Marg, Prabhadevi, Mumbai-400025
Member Name: JM Financial Services Limited
SEBI Registration Number: INZ000195834
Member Code: NSE- 10548, BSE- 325, MCX- 56555, NCDEX- 1282
Registered Exchange/s name: NSE, BSE, MCX, NCDEX
Exchange approved segment/s:
NSE - CM, FO, CDS & Debt Segment & SLB Segment
BSE - CM, FO, CDS
MCX & NCDEX - Commodity Derivatives
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· Invest across products with multi transactional facility (MF, FD & IPO)
· Readymade Investment Packs for Mutual Fund investments
· Invest in Corporate FDs directly through paperless investments
· Manage portfolios of multiple family members in a single login
· Get detailed report on Mutual Fund holdings based on ratings, asset class, sector and security
· Avail capital gains report for mutual funds
· Get Mutual Fund Statement of Accounts (SOA), Folio-Wise.
· IFD assisted app so initiate transactions for their clients. Non-financial transactions can be accepted on behalf of the clients. Payments have to be made directly by the client.
· Real time notifications
Disclaimer:
Investments in the securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed SEBI's prescribed limit.
Registration details:
https://www.jmfinancialservices.in/customer-corner/updates/registration-details
Grievances Escalation Matrix:
https://www.jmfinancialservices.in/customer-corner/updates/grievances-escalation-matrix
Registered Address:
JM Financial Services Limited 7th Floor, Cnergy Appasaheb Marathe Marg, Prabhadevi, Mumbai-400025
Member Name: JM Financial Services Limited
SEBI Registration Number: INZ000195834
Member Code: NSE- 10548, BSE- 325, MCX- 56555, NCDEX- 1282
Registered Exchange/s name: NSE, BSE, MCX, NCDEX
Exchange approved segment/s:
NSE - CM, FO, CDS & Debt Segment & SLB Segment
BSE - CM, FO, CDS
MCX & NCDEX - Commodity Derivatives
Screenshots
InvestPal FAQ
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Is InvestPal free?
Yes, InvestPal is completely free and it doesn't have any in-app purchases or subscriptions.
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InvestPal is free.
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App Info
- Category
- Finance
- Publisher
-
JM FINANCIAL SERVICES
- Languages
- English
- Recent release
- 3.6 (2 weeks ago )
- Released on
- May 17, 2021 (3 years ago )
- Also available in
- India, Poland, Kuwait, Lebanon, Mexico, Malaysia, Nigeria, Netherlands, New Zealand, Peru, Philippines, Italy, Portugal, Romania, Saudi Arabia, Singapore, Thailand, Türkiye, Ukraine, United States, Vietnam, South Africa, Dominican Republic, Australia, Azerbaijan, Belgium, Brazil, Belarus, Canada, Switzerland, China, Colombia, Germany, Japan, Ecuador, Egypt, Spain, France, United Kingdom, Hong Kong SAR China, Indonesia, Ireland, Argentina
- Last Updated
- 2 months ago