Edge By JMFS

Introducing Edge by JM Financial Services: Your All-in-One Investment Mega-App!
Discover the power of comprehensive financial management with Edge, the ultimate solution for all your investment needs. From Mutual Funds to Fixed Deposits, Insurance to Bonds, NCDs to AIF, PMS to IPO, and even Sovereign Gold Bonds (SGB), we bring you a world of financial opportunities right at your fingertips.

Why Edge? Here's what sets us apart:
Edge is a comprehensive mobile application designed to facilitate the Onboarding, MF transaction and Portfolio Reports of the Client. Once the client is successfully onboarded, the client can transact in mutual fund schemes. The system displays detailed data related to MF schemes which help users to make investment decisions. The client can add multiple schemes to the cart and place the transaction with ease. The application fetch the data of the transaction through APIs for generating reports like Capital Position, MF & Equity Lot Wise, Capital Gain and loss, Income Statement, Transaction Statement, and SIP/STP/SWP Order Book. The Edge app also has feature-rich dashboard where client can view family level MF Investments, Portfolio Performance and top MF Schemes based on different categories.

Investment Variety:
Mutual Funds: Access a diverse range of mutual funds across asset classes and risk profiles.
Fixed Deposits: Invest in secure fixed deposits with competitive interest rates from trusted financial institutions.
Insurance: Explore a selection of insurance products, including life, health, and investment-linked policies, ensuring comprehensive coverage.
Bonds and NCDs: Invest in government and corporate bonds as well as Non-Convertible Debentures (NCDs) for stable returns.
Alternative Investment Funds (AIF): Discover opportunities in AIFs for diversified investments beyond traditional asset classes.
Portfolio Management Services (PMS): Opt for portfolio management services designed to meet your specific financial objectives.
Initial Public Offerings (IPO): Participate in IPOs and seize early-stage investment prospects in promising companies.
Sovereign Gold Bonds (SGB): Invest in digital gold through government-issued bonds with attractive interest rates.

Take control of your investments with Edge. Download now and embark on a journey towards achieving your financial dreams. Whether you're planning for retirement, saving for a goal, or looking to maximize your wealth, we're here to guide you every step of the way.