Wealth Tracker.

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.

更新履歴
Display message to client during EOD/BOD process.
Performance Enhancement.