Wealth Tracker. +4
JM FINANCIAL SERVICES LIMITED
Desenvolvido para iPhone
-
- Grátis
Capturas de tela do iPhone
Descrição
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.
Novidades
Versão 1.7
Display message to client during EOD/BOD process.
Performance Enhancement.
Privacidade do app
JM FINANCIAL SERVICES LIMITED, responsável pelo desenvolvimento do app, indicou que as práticas de privacidade do app podem incluir o gerenciamento de dados conforme descrito abaixo. Para mais informações, consulte sua política de privacidade.
Dados não coletados
Os desenvolvedores não coletam nenhum dado deste app.
As práticas de privacidade podem variar, por exemplo, com base nos recursos que você usa ou na sua idade. Saiba mais
Informações
- Venda
- JM FINANCIAL SERVICES LIMITED
- Tamanho
- 43,2 MB
- Categoria
- Finanças
- Compatibilidade
-
- iPhone
- Requer o iOS 13.0 ou posterior.
- iPod touch
- Requer o iOS 13.0 ou posterior.
- Mac
- Requer o macOS 11.0 ou posterior e um Mac com o chip M1 da Apple ou posterior.
- Apple Vision
- Requer o visionOS 1.0 ou posterior.
- Idiomas
-
Inglês
- Classificação indicativa
- +4
- Copyright
- © JM Financial Services Ltd.
- Preço
- Grátis