Wealth Tracker

Wealth Tracker is an all-inclusive investment app from JM Financial Services for its Wealth Clients to build their portfolio as well as keep a track of their investments on the go. With a user-friendly interface the app provides an ideal platform to invest in various asset classes including Equities, Mutual Funds, Fixed Deposits, Initial Public Offerings, etc. The app enables our clients to stay on top of their portfolio and access all relevant information, effortlessly and intuitively.

Key Features
• Invest in various asset classes all on single platform.
• Trade in equities and other related asset classes through BlinkTrade our high-speed trading platform.
• Build Mutual Fund portfolio with seamless buy and sell transactions.
• Invest in the latest Initial Public Offerings (IPOs) to make the most of the market opportunities.
• On-the-Go accessibility to status of portfolio and market information.
• Comprehensive dashboard presenting asset allocation of investments.
• Gauge performance of the portfolio by XIRR method at multiple levels and time periods including Portfolio level, Financial Year to date, Quarter to date, Month to date, Holding level.
• Monitor performance of mutual fund holdings at a glance.
• Avail summary of Realised & Unrealised Gain/Loss across schemes, asset class and portfolio.
• Get the latest market insights, market commentary, news updates, etc.
• Access portfolio at various levels of Family, Client and Account.