Feature Request – Ageing Report for Better Portfolio Performance Analysis

Dear Investwell Team,

We would like to request a new Ageing Report feature in the reporting section, similar to the attached sample.

This report would help distributors and investors analyze portfolio performance based on the investment holding period.

Suggested Features:

• Year-wise Ageing Report
• Holding Period-wise Report (0–1, 1–2, 2–3, 3–5, 5+ Years)
• Investment Amount
• Current Market Value
• Gain/Loss
• Total Profit
• XIRR/CAGR for each period
• Percentage Allocation by Investment and Market Value
• Export to Excel/PDF

This report will make client review meetings more effective by clearly showing how investments have performed over different time periods and will help in making informed investment decisions.

I have attached a sample report for your reference. A similar report in Investwell would be highly valuable for all Mutual Fund Distributors.

Thank you for your continuous efforts in improving the platform. We hope you will consider this feature in an upcoming release.

Regards,

Ketan Vekariya
Om Investment & Insurance
AMFI Registered Mutual Fund Distributor

Attachments (1)

Ageing Report.jfif
194 KB

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