Mobile App Reports - JMFL Private Wealth Data Analytics & Marketing Trends

JMFL Private Wealth is a mobile application available to authorised users of JM Financial Limited application for wealth management. JMFL Private 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.