# InvestPal — JM Financial Services Ltd. > Investment management platform for mutual funds, FDs, NCDs, and IPOs. (iPhone/iPad app by JM FINANCIAL SERVICES LIMITED.) - Source: https://appshunter.io/ios/app/investpal/id1565516546 (this page in markdown: same URL + `.md`) - Developer: [JM FINANCIAL SERVICES LIMITED](https://appshunter.io/developer/591720998) - Category: Finance, Business - Price: Free - Age rating: 4+ - Requires: iOS 15.1 · 18 MB - Languages: English - Released: 2021-05-17 - Data updated: 2026-07-07 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/investpal/id1565516546/reviews.md ## What is InvestPal? InvestPAL is a user-friendly online application designed to simplify your investment journey. InvestPAL offers seamless access to a wide array of products, including Mutual Funds (MF), Fixed Deposits (FD), Non-Convertible Debentures (NCD), and Initial Public Offerings (IPO). With InvestPAL, you can not only invest in these products but also efficiently track and manage your portfolio, ensuring complete control over your investments.   Key Features •            Explore Funds: Invest in a variety of mutual funds through SIP or Lump sum options. •            Comprehensive Reports: Access detailed reports across MF, FD/FI, SGB, AIF, NCD, and PMS—all in one place. •            Portfolio Services: Track and manage your investments with asset-wise and AMC-wise classifications. •            Marketing Board: Create your own brand logo and co-brand one-pagers for personalized marketing. •            Universal Report: Track clients' investments outside our platform for a unified investment overview.   Empower your investments and partnerships with all these features on a single platform! 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, we are well poised to cater to the varied investment needs of our clients. 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 ## Key features - 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 ## Recent user reviews (7 of 7) All indexed reviews: https://appshunter.io/ios/app/investpal/id1565516546/reviews.md ### 2/5 — Poor application *2025-11-10, version 3.9* Its a very poor category application. Very very slow application. ### 5/5 — Superb app *2025-01-31, version 3.7* One of the best in industry app ### 5/5 — Amazing App *2025-01-31, version 3.7* 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 ### 5/5 — New App is good *2025-01-31, version 3.7* Really liked the experience of the new version. Universal Portfolio is a my favourite. Awesome! ### 1/5 — Pathetic App *2025-01-26, version 3.7* 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!!! ### 1/5 — Forgot the Lock pattern and unable to rest *2024-05-18, version 3.3* Hi. I forgot the pattern lock and unable to login. There’s no option to reset my pattern. Unable to login and view my account details and do amy transactions or activity. ### 1/5 — iPhone *2021-11-13, version 1.4.7* App not working in iPhone ## Frequently asked questions about InvestPal ### 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. ## Version history (last 5 releases) ### 4.2 — 2026-07-03 bug fixed ### 4.1 — 2026-05-22 Bug Fix ### 4.0 — 2026-02-17 some ui changes ### 3.9 — 2025-07-07 Bug Fixes ### 3.8 — 2025-02-01 Bug fixes and Login Source Capture Changes. ## Apps similar to InvestPal | App | Rating | Price | Category | | --- | --- | --- | --- | | [myCAMS Mutual Fund App](https://appshunter.io/ios/app/mycams-mutual-fund-app/id877565416) | 4.0 (6,581) | Free | Finance | | [PayZapp UPI, Pixel Credit Card](https://appshunter.io/ios/app/payzapp-upi-pixel-credit-card/id6443480917) | 4.8 (1,218) | Free | Finance | | [Zerodha Kite - Trade & Invest](https://appshunter.io/ios/app/zerodha-kite-trade-and-invest/id1449453802) | 4.6 (187) | Free | Finance | | [SBNRI: NRI Mutual Fund & Tax](https://appshunter.io/ios/app/sbnri-nri-mutual-fund-and-tax/id1537966413) | 4.6 (917) | Free | Finance | | [Kotak Neo Stock Market Trading](https://appshunter.io/ios/app/kotak-neo-stock-market-trading/id1553056779) | 4.7 (655) | Free | Finance | | [SBI Mutual Fund-InvesTap Nxt](https://appshunter.io/ios/app/sbi-mutual-fund-investap-nxt/id1076080515) | 4.7 (617) | Free | Finance | ## More apps by JM FINANCIAL SERVICES LIMITED - [JM Smart Mobile](https://appshunter.io/ios/app/jm-smart-mobile/id591720995) - [BlinkTrade](https://appshunter.io/ios/app/blinktrade/id1192707340) - [Wealth Tracker.](https://appshunter.io/ios/app/wealth-tracker/id1574925773) - [Bondskart by JM Financial](https://appshunter.io/ios/app/bondskart-by-jm-financial/id1587320428) - [InstaKyc](https://appshunter.io/ios/app/instakyc/id1611332766) All apps by JM FINANCIAL SERVICES LIMITED: https://appshunter.io/developer/591720998 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-07.*