Wealth Tracker.
JM Financial Services Ltd.
Only for iPhone
Free · Designed for iPhone
iPhone
WealthPlus is an all-inclusive portfolio app from JM Financial Services for its Wealth Clients to track their investments on the go. With a user-friendly interface the app has been designed to provide all relevant information effortlessly and intuitively.
Key Features
· Invest in various asset classes all on single platform.
· Trade in equities and other related asset classes through BlinkTrade our high-speed trading platform.
· Build Mutual Fund portfolio with seamless buy and sell transactions.
· Invest in the latest Initial Public Offerings (IPOs) to make the most of the market opportunities.
· On-the-Go accessibility to status of portfolio and market information.
· Comprehensive dashboard presenting asset allocation of investments.
· Gauge performance of the portfolio by XIRR method at multiple levels and time periods including Portfolio level, Financial Year to date, Quarter to date, Month to date, Holding level.
· Monitor performance of mutual fund holdings at a glance.
· Avail summary of Realised & Unrealised Gain/Loss across schemes, asset class and portfolio.
· Get the latest market insights, market commentary, news updates, etc.
· Access portfolio at various levels of Family, Client and Account.
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.
Ratings & Reviews
This app has not received enough ratings or reviews to display an overview.
Display message to client during EOD/BOD process.
Performance Enhancement.
The developer, JM FINANCIAL SERVICES LIMITED, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- JM FINANCIAL SERVICES LIMITED
- Size
- 43.2 MB
- Category
- Finance
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPod touch
Requires iOS 13.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © JM Financial Services Ltd.