This report is a customizable Portfolio report that is available in the Advisor portal. A sample report is attached at the end of this guide.
Choose from 5 sections, order the sections as desired
- Executive Snapshot - Total XIRR return of client, Product wise and Family member wise allocation of client's AUM.
- Assets Analysis
- Holding Analysis
- Investment Snapshot
- Portfolio Summary
Select the asset classes
- Mutual Funds
- Shares, bonds
- Fixed deposits
- Other Assets (like PMS, Property, PPF)
- Choose to hide folio no.
- Font Style
- Choose to include only folios with positive unit balance or all folios since the investor's first investment
- Choose to include Benchmark return comparison in all sections of the report
Executive Summary section
Assets Analysis section
Holding Analysis section
Investment Snapshot section
Portfolio Summary report
A bird's eye view of your entire portfolio- the complete return on investment since Inception - it includes realized and unrealized gains and dividends.
Play with this report - it can show you a lot of stuff - Actual profits booked, dividends earned since you invested, family summaries and more