InvestPal 对比 Investwell 的使用情况和统计数据
· 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
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InvestWell is brought to you by Excel Net Solutions Pvt Ltd - a pioneer in providing wealth management applications.
This app provides information about Mutual Fund Schemes in India.
Fact sheets for mutual fund schemes in India are also provided. The details include, Fund Objective, Features, Return Performance, Holdings, NAV Graph.
Performance comparison of Schemes by return is provided.
Financial Calculators are also provided for easy reference.
These include the following :
• SIP Calculator
• Cost of Delay in starting a SIP
• Step up SIP Calculator
• Education Planner
• Retirement Planner
Investors can access their Portfolio Online and transact also.
Please contact you advisor / distributor for enabling this service for you.
Wealth Advisors & Distributors are encouraged to register with InvestWell to allow portfolio access to their clients.
Please email us at sales@investwellonline.com for details.
To know more about Excel Net Solution Pvt Ltd, please visit our website http://www.investwellonline.com
Disclaimer :
Mutual Fund Investments are subject to market risks. Read all scheme related documents carefully.
Although due care has been taken, we do not guarantee accuracy, completeness and authenticity of the information. This is only a utility and shall not be construed as any investment advice. We are not responsible for any discrepancies in any case whatsoever. No representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of information. InvestWell cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing in this mobile app & its website. Investors are advised to take expert advice before taking any decision. You may please refer respective AMC website for more details.
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InvestPal VS. 
Investwell十二月 25, 2024