InvestPal

About InvestPal

InvestPal is an investment app from JM Financial Services through which clients can invest in various financial products on the go including Mutual Funds, IPOs, Fixed Deposits, etc. With a user-friendly interface the app enables a seamless and paperless investment experience.

Key Features
• 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

About JM Financial Services
JM Financial Services is amongst the finest brokerage firms in the Indian Capital markets, offering comprehensive investment management solutions to institutions, banks, corporates, high-networth individuals and retail clients. With a wide spectrum of products and services ranging from Equity Trading to Wealth Management Services as well as Portfolio Management Services to distribution of investment products like Mutual Funds, Public Offerings and Fixed Income Products, we are well poised to cater to the varied investment needs of our clients.