InvestPal
JM Financial Services Ltd.
Free
3.3for iPhone, iPod touch
Age Rating
InvestPal Screenshots
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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What's New in the Latest Version 3.3
Last updated on Dec 13, 2023
Old Versions
Enhance Performance.
Resolve bugs.
Resolve bugs.
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Version History
3.3
Dec 13, 2023
Enhance Performance.
Resolve bugs.
Resolve bugs.
3.2
Sep 11, 2023
Enhance Performance.
Resolve bugs.
Resolve bugs.
3.1
Aug 21, 2023
Enhance Performance.
Resolve bugs.
Resolve bugs.
3.0
Jul 12, 2023
Enhance Performance.
Resolve bugs.
Resolve bugs.
2.9
May 23, 2023
Enhance Performance.
Resolve bugs.
Resolve bugs.
2.8
Apr 6, 2023
Added 2 Factor Authentication (2FA) message in order page.
2.7
Mar 15, 2023
SEBI Debarred Client entities
2.5
Mar 3, 2023
Added SOA Report.
2.4
Nov 22, 2022
Implement Investment Summary Report
2.2
Jul 18, 2022
- Regulatory changes.
- Bug fixes and improvements.
- Bug fixes and improvements.
2.1
Jul 13, 2022
- Bug fixes and improvements.
2.0
Jul 5, 2022
- Discontinuation of MF Pool accounts.
- Bug fixes and improvements.
- Bug fixes and improvements.
1.8
May 6, 2022
Bug fixes and Improvements.
1.7
Apr 21, 2022
Bug fixes and improvements
1.6
Apr 12, 2022
Bug fixes & Improvements.
1.5
Apr 6, 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
Feb 18, 2022
Bug fixes and improvements.
1.4.10
Dec 31, 2021
Improvements and fixes.
1.4.9
Dec 6, 2021
Rebranding of App Name.
1.4.8
Nov 16, 2021
- Bug fixes and improvements.
1.4.7
Sep 29, 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
May 20, 2021
Bug fixes and improvements
1.0
May 18, 2021
InvestPal FAQ
Click here to learn how to download InvestPal in restricted country or region.
Check the following list to see the minimum requirements of InvestPal.
iPhone
Requires iOS 13.0 or later.
iPod touch
Requires iOS 13.0 or later.
InvestPal supports English
