InvestPal

· With multi product Dashboard get overview of investments · Invest across products with multi transactional facility (MF, FD & IPO) · Readymade Investment Packs for Mutual Fund investments · Invest in Corporate FDs directly through paperless investments · Manage portfolios of multiple family members in a single login · Get detailed report on Mutual Fund holdings based on ratings, asset class, sector and security · Avail capital gains report for mutual funds · Get Mutual Fund Statement of Accounts (SOA), Folio-Wise. · IFD assisted app so initiate transactions for their clients. Non-financial transactions can be accepted on behalf of the clients. Payments have to be made directly by the client. · Real time notifications 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