Wealth Tracker. 4+
JM FINANCIAL SERVICES LIMITED
Designet til iPhone
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- Gratis
iPhone-skærmbilleder
Beskrivelse
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.
Nyheder
Version 1.7
Display message to client during EOD/BOD process.
Performance Enhancement.
App-anonymitet
Udvikleren, JM FINANCIAL SERVICES LIMITED, har angivet, at fremgangsmåder vedrørende app-anonymitet muligvis inkluderer håndtering af data som beskrevet nedenfor. Du kan få flere oplysninger her: udviklerens anonymitetspolitik.
Data indsamles ikke
Udvikleren indsamler ikke data fra denne app.
Fremgangsmåder vedrørende anonymitet kan variere, f.eks. baseret på de funktioner, du bruger, eller din alder. Læs mere
Oplysninger
- Leverandør
- JM FINANCIAL SERVICES LIMITED
- Størrelse
- 43,2 MB
- Kategori
- Finans
- Kompatibilitet
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- iPhone
- Kræver iOS 13.0 eller en nyere version.
- iPod touch
- Kræver iOS 13.0 eller en nyere version.
- Mac
- Kræver macOS 11.0 eller en nyere version og en Mac med Apple M1-chip eller en nyere version.
- Apple Vision
- Kræver visionOS 1.0 eller en nyere version.
- Sprog
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Engelsk
- Alder
- 4+
- Copyright
- © JM Financial Services Ltd.
- Pris
- Gratis