Assist by Jainam-AP & Partners app icon

Assist by Jainam-AP & Partners

Track portfolios and manage investments

JAINAM BROKING LIMITED

★ 4.621 ratingsFinanceFree

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Description

Open demat accounts digitally without physical documents. Track portfolio performance and manage investments in , mutual funds, and IPOs. View real-time market data and set up alerts. Deposit funds and execute trades securely.

Jainam Assist empowers APs and Partners with a unified platform to manage and grow their business efficiently. From tracking performance and managing client data to monitoring activities and discovering new opportunities, the platform provides the insights needed to drive productivity. It also helps users guide clients toward informed investment decisions and long-term financial success. Key Features • Client Management Access and manage client information, holdings, transactions, and engagement details from one place. • IPO Business Tracking Monitor client IPO applications, subscription status, allotments, and participation trends. • Actionable Reports & Analytics Access detailed reports and business intelligence to identify opportunities and improve productivity. • Research & Market Updates Stay informed with expert research, market insights, product updates, and investment opportunities. • Bond & Fixed Income Investment Monitoring Track client investments in Bonds, G-sec, T-Bills, NCDs, SDL • Corporate Actions Management Participate on behalf of eligible clients in Buyback Offers, Delisting Offers, and Takeover Offers, ensuring timely action and enhanced client service. • Client Fund Transfer & Withdrawal Requests Initiate and monitor fund pay-in and payout requests on behalf of clients, enabling seamless fund management and faster service resolution. Learn More Website: jainam.in Legal & Compliance • Member Name: Jainam Broking Limited • SEBI Reg. No.: INZ000198735 • Member Code : NSE 12169, BSE 2001, MCX 56670, NCDEX 01297 MSEI 11200 • Exchange Approved Segments: NSE & BSE- Equity , Equity Derivatives, Currency Derivatives, MCX & NCDEX Commodities Derivatives, MSEI Currency Derivatives Stay Connected Facebook : https://www.facebook.com/JainamShares/ Twitter : https://twitter.com/JAINAM_SHARE?s=08 Instagram : https://www.instagram.com/jainamshares/ LinkedIn : https://www.linkedin.com/company/jainamshares Telegram : https://t.me/jainamresearch