InvestPal

InvestPal

JM Financial Services Ltd.

0 ratings
7 reviews
Free

Details

  • Released
  • Updated
  • May 17, 2021
  • July 3, 2026

Features

InvestPal screenshot #1 for iPhone
InvestPal screenshot #2 for iPhone
InvestPal screenshot #3 for iPhone
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About

Manage your investments with this app, offering access to mutual funds, fixed deposits, and IPOs. Track your portfolio, generate comprehensive reports, and even create personalized marketing materials.

Invest in mutual funds (SIP/Lump sum)
Track Fixed Deposits and NCDs
Manage investment portfolio
Generate comprehensive reports
Create personalized marketing materials
Unified investment overview
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What's New in InvestPal

4.2

July 3, 2026

bug fixed

User reviews

Poor application

Its a very poor category application. Very very slow application.

Superb app

One of the best in industry app

Amazing App

It’s a great application, not seen such one with all wealth products, online facilities, UI/ UX is superlative. This is futuristic, fluid, infinity improvement over the last app

New App is good

Really liked the experience of the new version. Universal Portfolio is a my favourite. Awesome!

Pathetic App

I was not able to login using my credentials which still work with web client and used to work with old App
Even worse, there is a severe security flaw. When I tried to log in using my email address, I was shown two complete random account with different PANs and I am sure if I wanted I would have been able to login!!!
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Developer apps

FAQ

What investment products can I access with InvestPal?

InvestPal provides access to a wide array of products including Mutual Funds (MF), Fixed Deposits (FD), Non-Convertible Debentures (NCD), and Initial Public Offerings (IPO).

How does InvestPal help with portfolio management?

InvestPal allows you to efficiently track and manage your investments with asset-wise and AMC-wise classifications, giving you complete control.

Can I get reports on my investments using InvestPal?

Yes, InvestPal offers comprehensive reports across MF, FD/FI, SGB, AIF, NCD, and PMS, all consolidated in one place.

Does InvestPal have any marketing features?

Yes, InvestPal includes a Marketing Board feature where you can create your own brand logo and co-brand one-pagers for personalized marketing.

What devices is InvestPal available on?

InvestPal is available on iPhone and iPod devices.

Is InvestPal free to use?

Yes, InvestPal is available for free.

How often is InvestPal updated?

The app was last updated on February 17, 2026, with the latest version being 4.0.

What is the age rating for InvestPal?

InvestPal has an age rating of 4+, making it suitable for a broad audience.