Version Update 30th May '18 : InvestWell Helpdesk

A

started a topic over 6 years ago

Dear All,

We have made the following improvements to Investwell -

Top Schemes - We have opened the latest Sub categories under Debt, Hybrid and Gilt Category
AUM Report - The scheme categorization has been updated to reflect correct amount under each category
Portfolio Return report Goal wise (1e) can now be exported to Excel.
Alert - Last 3 days All Transactions have been added.

Regards

Team Investwell

S

said over 6 years ago

Thanks for update new features day by day in Investwell software

In Alert - Last 3 days transaction, please provide transaction type whether it sells or switch out.

as of now, STP switch-out transaction considers as redemption.

Regards,

Jyotiraja Sodha

R

said over 6 years ago

Dear Sir,

As informed earlier also, the schemes have been wrongly placed under various categories.

Like in large cap, HDFC Housing Opportunities fund which is sectoral fund has been placed here.

Regards

Rakesh Sharma

A

said over 6 years ago

Hi,

We have changed its category from large to sector fund.

Regards

Anuj Jain

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