Please view in 720p (HD)

To view the Holding Report for any client go to Holding option under Reports menu.

Holding Report shows you a quick balance of all the folios. It won't show you returns.

Its a quick way to see the balance units and current valuation in any folio.

If you want to print a transaction slip, you can do it from here itself by clicking on the Tran-Slip option

You can enter the amount you want to further invest and click download slip to create the slip which would have ARN and EUIN of your advisor auto-filled. You may use this slip for purchase/redemption.