Hide XIRR from Portfolio Summary - With a view to provide you flexibility over how (with which lens) you'd wish your clients to view their portfolio, we have come up with an option to hide XIRR from the Portfolio PDF.
New Investment through Mobile App - Initiate online investment on the go, with Mint by Investwell mobile app.
New Reports
1. Month-wise Brokerage - Now, analyze your brokerage growth by viewing monthly earnings across all your Mutual funds, Relationship Manager and Sub brokers, or filter as per anyone.
2. Portfolio Summary - We have reorganized this report to include Purchase Outstanding Amount, Scheme Category wise XIRR. This would enable a thorough analysis at your end and help drive insights.
3. Redemption Simulation - If your clients are also on a redemption spree, use this report in the future to show them how they have missed out on the possible gains.
Anuj Jain
Hide XIRR from Portfolio Summary - With a view to provide you flexibility over how (with which lens) you'd wish your clients to view their portfolio, we have come up with an option to hide XIRR from the Portfolio PDF.
New Investment through Mobile App - Initiate online investment on the go, with Mint by Investwell mobile app.
New Reports
1. Month-wise Brokerage - Now, analyze your brokerage growth by viewing monthly earnings across all your Mutual funds, Relationship Manager and Sub brokers, or filter as per anyone.
2. Portfolio Summary - We have reorganized this report to include Purchase Outstanding Amount, Scheme Category wise XIRR. This would enable a thorough analysis at your end and help drive insights.
3. Redemption Simulation - If your clients are also on a redemption spree, use this report in the future to show them how they have missed out on the possible gains.