InvestPal

JM FINANCIAL SERVICES LIMITED

About this app

InvestPAL is a user-friendly online application designed to simplify your investment journey. InvestPAL offers seamless access to a wide array of products, including Mutual Funds (MF), Fixed Deposits (FD), Non-Convertible Debentures (NCD), and Initial Public Offerings (IPO). With InvestPAL, you can not only invest in these products but also efficiently track and manage your portfolio, ensuring complete control over your investments.

Key Features
• Explore Funds: Invest in a variety of mutual funds through SIP or Lump sum options.
• Comprehensive Reports: Access detailed reports across MF, FD/FI, SGB, AIF, NCD, and PMS—all in one place.
• Portfolio Services: Track and manage your investments with asset-wise and AMC-wise classifications.
• Marketing Board: Create your own brand logo and co-brand one-pagers for personalized marketing.
• Universal Report: Track clients' investments outside our platform for a unified investment overview.

Empower your investments and partnerships with all these features on a single platform!

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.

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