We offer a deep insights and research through our in-house experts as well as third party tie ups such as Product Notes and information pertaining to AUMs, Fund Performances, Ratings, Comparisons, Portfolio Exposures etc that help identify and explore several investment opportunities 

Our Business Dashboard gives a 360 degrees view on the business mobilized and status across various products. It is available on Pulse, our mobile platform as well as on our Website. It presents brokerage and AUM information as well as inputs on business opportunities by analysing MF Redemptions, SIP maturity, SIP ceased and FD maturity. The tracker is based on a drill down approach where an IFD can view business information from the macro to the transaction levels.

Forming the backbone of transactions processing, our fully equipped in-house back office systems are capable of processing millions of transactions on a daily basis across all products e.g. Mutual Funds, Bonds, IPOs, FDs etc. This aids in accurate business reconciliation and timely payout of commissions, enabling our IFDs to invest quality time in their business, freeing them from the clutter of data management, transaction processing, etc.

Our flagship ‘SPARK’ events empower our IFDs and focuses on - Business Development, Product Updates, Asset Allocation strategy, Client Acquisition & Retention among others. It features some of the industry’s best minds who share their insights and experiences. SPARK also provides an excellent platform to connect, network and gain valuable contacts.

Several interesting incentive programs are organized periodically to build engagement with our IFD community. Our flagship event the Achiever’s Club is smart loyalty based reward program that recognises high performing partners

An integrated query management system enables IFDs to seamlessly report issues or raise queries. A central helpdesk facilitates resolution at the earliest. IFDs are able to track the status of every query and can even have the solutions directly addressed to their respective clients.

At JM Financial Services, we ensure timely settlement of payouts on fixed dates every month much like salaried employees. Through standardised structures, IFDs can earn both upfront and trail income. 

Our seamless Mutual Fund online platform is fully integrated with the BSE Star MF platform. Mutual Fund transactions can be carried out electronically in a safe and convenient manner by of our IFD and their clients, saving time and effort and ensuring accuracy in filling out application details. 

We offer a deep insights and research through our in-house experts as well as third party tie ups such as Product Notes and information pertaining to AUMs, Fund Performances, Ratings, Comparisons, Portfolio Exposures etc that help identify and explore several investment opportunities 

Our Business Dashboard gives a 360 degrees view on the business mobilized and status across various products. It is available on Pulse, our mobile platform as well as on our Website. It presents brokerage and AUM information as well as inputs on business opportunities by analysing MF Redemptions, SIP maturity, SIP ceased and FD maturity. The tracker is based on a drill down approach where an IFD can view business information from the macro to the transaction levels.

Forming the backbone of transactions processing, our fully equipped in-house back office systems are capable of processing millions of transactions on a daily basis across all products e.g. Mutual Funds, Bonds, IPOs, FDs etc. This aids in accurate business reconciliation and timely payout of commissions, enabling our IFDs to invest quality time in their business, freeing them from the clutter of data management, transaction processing, etc.