JM Compass

Features JM Compass

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 appKey Features:• Access to various Balances Reports including:a.
Open Positions across various segments like equities, SLB, currency, commodities, derivatives etc.
b.
DP Holdingsc.
Funds Ledger Balanced.
Stock Balancese.
Real-Time Tradesf.
YTD and MTD MTM, Previous Day MTM summary• View various Transactions Reports including:a.
Ledger Balanceb.
Securities Registerc.
Collateral Registerd.
Trade Booke.
DP Transactions• Use account related services including:a.
Funds receipt updateb.
Funds payout requestc.
Receive images of KYC documents like PAN card, bank statement, etc.d.
Margin Pledge initiatione.
Margin Unpledged requisitionAbout JM Financial ServicesJM 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.Disclaimer: Investments in the securities market are subject to market risks, read all the related documents carefully before investing.
Brokerage will not exceed SEBIs 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-400025Member Name: JM Financial Services LimitedSEBI Registration Number: INZ000195834Member Code: NSE- 10548, BSE- 325, MCX- 56555, NCDEX- 1282Registered Exchange/s name: NSE, BSE, MCX, NCDEXExchange approved segment/s: NSE - CM, FO, CDS & Debt Segment & SLB Segment BSE - CM, FO, CDS MCX & NCDEX - Commodity Derivatives