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JM Compass is a comprehensive back office app from JM Financial Services for its clients to track their account related transactions and holdings

JM Financial Compass

by JM FINANCIAL SERVICES LIMITED

What is it about?

JM Compass is a comprehensive back office app from JM Financial Services for its clients to track their account related transactions and holdings. Below are features provided by app

App Details

Version
2.0.5
Rating
NA
Size
51Mb
Genre
Finance Business
Last updated
August 1, 2024
Release date
October 22, 2022
More info

App Screenshots

App Store Description

JM Compass is a comprehensive back office app from JM Financial Services for its clients to track their account related transactions and holdings. Below are features provided by app

Key Features:
• Access to various Balances Reports including:
a. Open Positions across various segments like equities, SLB, currency, commodities, derivatives etc.
b. DP Holdings
c. Funds Ledger Balance
d. Stock Balances
e. Real-Time Trades
f. YTD and MTD MTM, Previous Day MTM summary

• View various Transactions Reports including:
a. Ledger Balance
b. Securities Register
c. Collateral Register
d. Trade Book
e. DP Transactions

• Use account related services including:
a. Funds receipt update
b. Funds payout request
c. Receive images of KYC documents like PAN card, bank statement, etc.
d. Margin Pledge initiation
e. Margin Unpledged requisition

About JM Financial Services
JM Financial Services is an award winning brokerage firm in the Indian Capital markets, offering comprehensive investment management solutions to institutions, banks, corporate, high-net worth 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.

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