InvestPal
JM Financial Services Ltd.
Gratis
3.3for iPhone, iPod touch
Age Rating
لقطات الشاشة لـ InvestPal
About 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
· 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
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تحديث لأحدث إصدار 3.3
Last updated on 13/12/2023
الإصدارات القديمة
Enhance Performance.
Resolve bugs.
Resolve bugs.
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Version History
3.3
13/12/2023
Enhance Performance.
Resolve bugs.
Resolve bugs.
3.2
11/09/2023
Enhance Performance.
Resolve bugs.
Resolve bugs.
3.1
21/08/2023
Enhance Performance.
Resolve bugs.
Resolve bugs.
3.0
12/07/2023
Enhance Performance.
Resolve bugs.
Resolve bugs.
2.9
23/05/2023
Enhance Performance.
Resolve bugs.
Resolve bugs.
2.8
06/04/2023
Added 2 Factor Authentication (2FA) message in order page.
2.7
15/03/2023
SEBI Debarred Client entities
2.5
03/03/2023
Added SOA Report.
2.4
22/11/2022
Implement Investment Summary Report
2.2
18/07/2022
- Regulatory changes.
- Bug fixes and improvements.
- Bug fixes and improvements.
2.1
13/07/2022
- Bug fixes and improvements.
2.0
05/07/2022
- Discontinuation of MF Pool accounts.
- Bug fixes and improvements.
- Bug fixes and improvements.
1.8
06/05/2022
Bug fixes and Improvements.
1.7
21/04/2022
Bug fixes and improvements
1.6
12/04/2022
Bug fixes & Improvements.
1.5
06/04/2022
- Providing options to Modify and Cancel the Bid’s for IPO’s
- You can see the IPO allotment Status for your bid by visiting the Report -> IPO Section -> IPO Allotment Status
- Improvement and bug fixes.
- You can see the IPO allotment Status for your bid by visiting the Report -> IPO Section -> IPO Allotment Status
- Improvement and bug fixes.
1.4.11
18/02/2022
Bug fixes and improvements.
1.4.10
31/12/2021
Improvements and fixes.
1.4.9
06/12/2021
Rebranding of App Name.
1.4.8
16/11/2021
- Bug fixes and improvements.
1.4.7
29/09/2021
Feature: -
- Enabled Comprehensive Portfolio Statement for Clients.
- Bug fixes and improvements.
- Enabled Comprehensive Portfolio Statement for Clients.
- Bug fixes and improvements.
1.4.6
20/05/2021
Bug fixes and improvements
1.0
18/05/2021
InvestPal FAQ
انقر هنا لمعرفة كيفية تنزيل InvestPal في بلد أو منطقة محظورة.
تحقق من القائمة التالية لمعرفة الحد الأدنى من المتطلبات InvestPal.
iPhone
Requiere iOS 13.0 o posterior.
iPod touch
Requiere iOS 13.0 o posterior.
InvestPal هي مدعومة على اللغات Inglés
