Master Zone - AUM Report : InvestWell Helpdesk

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Master Zone - AUM Report Print

Modified on: Mon, 7 Nov, 2016 at 11:46 PM

Please view in 720p (HD). In the YouTube player go to Settings icon on the bottom right corner > Quality > 720p

AUM reports are available on the Desktop version of Investwell but if you are travelling you can see your AUM either Fund wise, Scheme wise, Category wise, even Applicant wise.

AUM%20Report.png

You can also setup Advanced filters to see for specific ARNs or a category of funds etc.

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Master Zone - AUM Report Print

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