InvestPal vs TIAA Usage & Stats

InvestPal is an investment app from JM Financial Services through which clients can invest in various financial products on the go including Mutual Funds, IPOs, Fixed Deposits, etc. With a user-friendly interface the app enables a seamless and paperless investment experience. Key Features • 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 About JM Financial Services JM Financial Services is amongst the finest brokerage firms in the Indian Capital markets, offering comprehensive investment management solutions to institutions, banks, corporates, high-networth individuals and retail clients. With a wide spectrum of products and services ranging from Equity Trading to Wealth Management Services as well as Portfolio Management Services to distribution of investment products like Mutual Funds, Public Offerings and Fixed Income Products, we are well poised to cater to the varied investment needs of our clients. 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