InvestWell Helpdesk

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 

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.