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Last updated on: 2026-06-14
App Store Apps > Finance > JMFL Private Wealth
JMFL Private Wealth icon

JMFL Private Wealth

25.5
JM FINANCIAL SERVICES LIMITED
0.00
0 reviews
Free

JMFL Private Wealth Screenshot 1 of 4
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Download from the App Store Android version

About JMFL Private Wealth

JMFL Private Wealth is an overall app developed by JM FINANCIAL SERVICES LIMITED.

How many times has JMFL Private Wealth been downloaded?

What is the rating of JMFL Private Wealth?

JMFL Private Wealth has no ratings yet.

Is JMFL Private Wealth free?

JMFL Private Wealth is free to download. The APK download size is 31.08 MB. The latest version available is 25.5. The last update was on October 30, 2025.

What are the requirements for JMFL Private Wealth?

The app has a content rating of Everyone. The app has been available on Google Play November 2023.

Description
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.
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More data about JMFL Private Wealth

Price Free to download
Rating No ratings
Ranking Not ranked
Version 25.5
App download size 31.1 MB
Suitable for Everyone

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Changelog of JMFL Private Wealth

No changelog data

Developer information for JM FINANCIAL SERVICES LIMITED

JM FINANCIAL SERVICES LIMITED

Address:

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App Store Rankings for JMFL Private Wealth

This app is not ranked

Technologies used by JMFL Private Wealth

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JM WEALTH CREATORS icon JM WEALTH CREATORS
Arihant Connect icon Arihant Connect
Motilal Oswal MF, PMS and AIF icon Motilal Oswal MF, PMS and AIF
OLD BRIDGE MUTUAL FUND icon OLD BRIDGE MUTUAL FUND
ARInvest: Mutual Funds & SIP icon ARInvest: Mutual Funds & SIP
Sincere Syndication icon Sincere Syndication
Arihant Backoffice icon Arihant Backoffice
Flash News Investment - Shares icon Flash News Investment - Shares

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