We are known for our expertise and strengths in the Derivatives market. In Futures and Options, the underlying is equity instruments, which provide good leverage opportunity. With our expertise in identifying opportunities, we help you take informed decisions while trading in derivatives instruments. In addition, our Daily Derivative reports and SMS Alerts update you with strategies to yield good returns.
Initial Public offerings (IPOs)
JM Financial Services Limited (formerly known as JM Financial Services Pvt Ltd) is one of the leading distributors of Equity IPOs with a network of over 25,000 Independent Financial Advisors (IFA) across india. Our advisors guide clients in taking investment decisions while applying in Initial and Follow-on Public Offerings made by body corporate. Once the allocation is done, we also advice you on the timing of disposing your holding.
Systematic Investment Planning (SIP)
A journey of thousand miles begins with the first step. It’s the same for your investments. The first step your take builds the foundation for the next few. Cumulatively, building up wealth for the future. SIPs are one of the most lucrative forms of investments that help you plan for the future. It gives you an opportunity to see your investments grow over a period of time. It is one of the easiest forms of investing; you can start from a very small amount of Rs.1000 based on the schemes and contribute to your investments.
Portfolio Management Services (PMS)
Investing in shares and other securities is a process that requires time, specialised knowledge and commendable experience. Time and again, unplanned buying decisions, panic selling of equities and pursuit of short-term fads have led to losses for many investors. And they have nothing to blame but their complete disregard for a systematic investment process.
We at JMFSPL Portfolio Management Services, help you to achieve optimal returns and, that too, consistently. How do we do it? By thoroughly understanding your risk thresholds and investment objectives, managing every portfolio with a rational and disciplined approach, ceaselessly assessing risk factors, and maintaining a good understanding of the investment market.
Apart from equities and debt, we also offer investment/trading in another asset class, namely commodities. Volatility is here to stay. Be it equities, fixed income or commodities. It has been brought to our notice that the profitability of a company is largely dependent on the cost of procurement of raw materials. A rising trend in cost of raw materials definitely hits the bottom line of a company and uncertainty surrounding the prices, increase risks and fluctuations of the same. We offer customers a trading platform on MCX and NCDEX, the two foremost online multi-commodity exchanges, with knowledgeable research desk and seamless back office operations. Our research desk customises advices to corporates and individuals depending on their goals; ranging from hedging, trading calls to spot future arbitrage, as and when the opportunity arises.
Currency futures now offer corporates the flexibility of hedging their exposures with minimal risk and transparent pricing. The bid offer spreads on exchanges are as low as 0.25 paise with the final settlement of the futures contract at the end of the month on RBI reference rate. This gives corporates additional flexibility in placing hedge on a more transparent platform. Individuals in requirement of foreign currency in the future could hedge their requirements on the exchange. We do offer advices from our research desk which enables corporates and individuals tap suitable opportunities.
Stock Lending & Borrowing Scheme (SLBM)
Stock lending can provide an additional source of income on the existing portfolio without taking market or counter party risk.
Investors with a long-term stock portfolio now have a risk free opportunity for earning additional returns on their portfolio of stocks. This can be achieved by lending their stocks through the Stock Lending and Borrowing Scheme launched by NSE.
Currently, all stocks that feature in the Futures & Options segment can be borrowed or Lent. The clients remain the beneficial owners of their shares and will be entitled for all the corporate benefits like dividends, bonuses and stock splits.
Further, the risk is mitigated as the trades are guaranteed by the NSCCL. The client will not be bearing any counter-party or credit risk.
Any investor having a stock portfolio can earn additional return by lending the stock through JM Financial Services Limited (formerly known as JM Financial Services Pvt Ltd) after registration. The lender will receive a lending fee, which will be determined by market forces.
The firm has been associated with this activity of creeping acquisition for promoters and is fully equipped to handle such mandates, keeping in view the guidelines associated with this activity.
We have been associated with buybacks for long and have been well versed with the nitty – gritties involved in the process to be followed to undertake such an activity
We have been very active in executing; sourcing & placing block trades for our Institutions, Corporates, Banks & High Net worth Individual Clients.
We have played an active role in doing large transactions on behalf of promoters (inter-se) using this trading window.