InvestPal vs Winvest Usage & Stats
· 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
Disclaimer:
Investments in the securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed SEBI's prescribed limit.
Registration details:
https://www.jmfinancialservices.in/customer-corner/updates/registration-details
Grievances Escalation Matrix:
https://www.jmfinancialservices.in/customer-corner/updates/grievances-escalation-matrix
Registered Address:
JM Financial Services Limited 7th Floor, Cnergy Appasaheb Marathe Marg, Prabhadevi, Mumbai-400025
Member Name: JM Financial Services Limited
SEBI Registration Number: INZ000195834
Member Code: NSE- 10548, BSE- 325, MCX- 56555, NCDEX- 1282
Registered Exchange/s name: NSE, BSE, MCX, NCDEX
Exchange approved segment/s:
NSE - CM, FO, CDS & Debt Segment & SLB Segment
BSE - CM, FO, CDS
MCX & NCDEX - Commodity Derivatives
- Apple App Store
- Free
- Finance
Store Rank
- -
Winvest - by Indo Thai , a mobile application that allows tracking and monitoring mutual fund investments, anytime, anywhere.
The app is free. One can view performance details of mutual fund schemes and other related information on it. Download the app and discover faster, easier and smarter ways to transact in Mutual Funds.
It helps an investor to take a wise decision regarding their investments, be it Lump sum Investment / SIP (Systematic Investment Plan) / STP (Systematic Transfer Plan) or SWP (Systematic Withdrawal Plan).
- Simplified tracking of mutual fund investments on the go.
- Easy sign up/ sign in
- Research & explore the details of all our mutual funds and check the latest/historic NAVs
- Use our simple-to-use Calculators to plan an SIP purchase or set a Goal.
- View all the top scheme available in the market with one click.
- Access real time details of all the top schemes from 42 Mutual Funds AMC available for investments in India.
- Track Debt funds, Equity funds and Gold Funds on singe click.
- Calculate the returns by using SIP Calculator/ Education Calculator / Calculate Face Value / EMI Calculator /Lump sum Investment Calculator / Retirement Calculator / Marriage Calculator.
- Get all the necessary details of the fund and do your own research.
- Get updated with the best mutual fund schemes from our experienced fund analysts.
- Connect to us on a single click on call /mail / SMS or through all the major social media channels like; Facebook, Twitter, Google+, LinkedIn
Winvest is your single gateway to multiple mutual funds; no more managing multiple PINs, folios numbers, login ids.
“ENJOY YOUR INVESTMENTS WITH WINVEST !”
- Apple App Store
- Free
- Finance
Store Rank
- -
InvestPal VS. 
WinvestJanuary 12, 2025