JM Wealth

JM Wealth is a mobile application available to authorised users of JM Financial Limited application for wealth management. JM Wealth provides interactive access to portfolios, holdings, transactions and performance data anytime, anywhere.

Key Features:

- Portfolio Performance: Performance details can be viewed for pre-defined period, selected period or since inception of family, Individual (all channel/by channel) or Accounts lying under that group.

- Holdings: It displays current portfolio of group/family by default which can be changed to view portfolio of family, Individual/owner (all channel/by channel) or Accounts lying under that group.

- Return Summary: Entire Portfolio level, IRR or TWRR return can be monitored for pre-defined period, selected period or since inception of family, Individual (all channel/by channel) or Accounts lying under that group.

- Transactions: Monitor transaction history for any selected period for Individual (all channel/by channel) or Accounts under that group.

- Allocation History: Asset class wise allocation history can be viewed for selected period or since inception of Individual (all channel/by channel) or Accounts under that group.

- Look Through (for Equity or Debt exposure analysis): User can explore Equity or Debt exposure analysis by selecting Equity or Debt asset class under Client’s portfolio.

- Reports: User can gain insights on investment journey with detailed reports generate for prospect clients at prospect family or owner/individual level with covering page, market commentary and Wealth overview of asset allocation by holder & asset class.