send link to app

InvestPal app for iPhone and iPad


4.0 ( 8640 ratings )
Finance Business
Developer: JM FINANCIAL SERVICES LIMITED
Free
Current version: 3.2, last update: 6 months ago
First release : 17 May 2021
App size: 38.19 Mb

· 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