My-Portfolio : InvestWell Helpdesk

My-Portfolio

Need current KYC status report for all clients both RTAs

Posted by Vijaibabu, 6 months ago
Last Reply by Vijaibabu 6 months ago
Dashboard Target/Goal Settings

Posted by Jeyvenkatesh Rajagopal, about 2 years ago
Last Reply by Jeyvenkatesh Rajagopal about 2 years ago
SIP Details in mobile and portal

Posted by WEALTH VEDA, almost 3 years ago
Last Reply by WEALTH VEDA almost 3 years ago
Closed-Ended Funds should have seperate Category

Posted by Imperial Investment Consultancy Services Pvt. Ltd, over 6 years ago
Last Reply by Imperial Investment Consultancy Services Pvt. Ltd over 6 years ago