Date filter option in Reports
Date filter option in Reports
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.