JM Financial Compass

JM compass back office app

Only for iPhone

Free · Designed for iPhone

iPhone

JM Compass is a comprehensive back office app from JM Financial Services for its clients to track their account related transactions and holdings. Below are features provided by app Key Features: • Access to various Balances Reports including: a. Open Positions across various segments like equities, SLB, currency, commodities, derivatives etc. b. DP Holdings c. Funds Ledger Balance d. Stock Balances e. Real-Time Trades f. YTD and MTD MTM, Previous Day MTM summary • View various Transactions Reports including: a. Ledger Balance b. Securities Register c. Collateral Register d. Trade Book e. DP Transactions • Use account related services including: a. Funds receipt update b. Funds payout request c. Receive images of KYC documents like PAN card, bank statement, etc. d. Margin Pledge initiation e. Margin Unpledged requisition About JM Financial Services JM Financial Services is an award winning brokerage firm in the Indian Capital markets, offering comprehensive investment management solutions to institutions, banks, corporate, high-net worth 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. 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

  • 5.0
    out of 5
    1 Ratings

bug fixing

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.

    Privacy practices may vary based, for example, on the features you use or your age. Learn More

    The developer has not yet indicated which accessibility features this app supports. Learn More

    • Provider
      • JM FINANCIAL SERVICES LIMITED
    • Size
      • 54.3 MB
    • Category
      • Finance
    • Compatibility
      Requires iOS 12.0 or later.
      • iPhone
        Requires iOS 12.0 or later.
      • iPod touch
        Requires iOS 12.0 or later.
      • Mac
        Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
    • Languages
      • English
    • Age Rating
      4+
    • Copyright
      • Copyrights @ 2022 © JM Financial Services Ltd. All Right Reserved