Advisor Login - Using the Online Portfolio Viewer
Basics
Please view in 720p (HD). Go to Settings icon on bottom right corner > Quality > 720p
The main Login page is Segregated into 3 parts
M...
Mon, 26 Jun, 2017 at 1:05 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 ...
Mon, 7 Nov, 2016 at 11:46 PM
Please view it in 720p (HD). In the YouTube player Go to Settings icon in bottom right corner > Quality > 720p
Portfolio Return is a very ...
Tue, 8 Nov, 2016 at 2:12 PM
Please view it in 720p (HD). In the YouTube player Go to Settings icon in bottom right corner > Quality > 720p
Business Report
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Wed, 9 Nov, 2016 at 5:21 PM
Please view it in 720p (HD). In the YouTube player Go to Settings icon in bottom right corner > Quality > 720p
Sub Broker and Relations...
Wed, 9 Nov, 2016 at 5:22 PM
This is where you can view details of all the IINs that you have registered, all the bank mandates.
You can even create new IIN from within the syst...
Wed, 9 Nov, 2016 at 5:34 PM