Request you take into consideration & update it earliest
(1)Request you to add option of SIP DATE,
SIP Mining we use for our
purpose to know running SIP or Inactive or Potential client for SIP etc.
But, when we send report to client with SIP Details – there is No any
fileld of SIP Date, Request you to put SIP Date option in Your SIP Details, Client are confuse in which date
SIP will debit?
You just have one field of SIP Date in Client Porfolio Report, It will help lot to us aswell as client
(2)Request you to add - Total SIP amount field
When we generate excel from client query - as per applicant - we get all information of Applicant, we also get AUM details But, There is NO any filed
of Total SIP Amount
you to add - Total SIP amount field in excel (if data available in
single Excel it easy to work, otherwise we have to generate two excel &
merge it, it take time & chances of error, If it is convenient to you
Request you to add - Total SIP amount field in client query)