please provide the separate sip valuation report because the most off clients required for that report currently in pdf report all the transaction data ( sip /stp/switch) shows together
2 Votes
1 Comments
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Pratik Voraposted
over 2 years ago
Yes. This is definitely asked by many of our clients who invest lumpsum as well as SIP. It would be great to get a summary showing SIP returns. However, a small challenge might be to show data for a folio where SIP and frequent one-time purchase have happened. But You should work on this on priority basis.
please provide the separate sip valuation report because the most off clients required for that report currently in pdf report all the transaction data ( sip /stp/switch) shows together
2 Votes
1 Comments
Pratik Vora posted over 2 years ago
Yes. This is definitely asked by many of our clients who invest lumpsum as well as SIP. It would be great to get a summary showing SIP returns. However, a small challenge might be to show data for a folio where SIP and frequent one-time purchase have happened. But You should work on this on priority basis.
1 Votes
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