To truly reap the benefits of investing in Mutual Funds you surely have to “Stay Invested” for at least 2-3 years. That doesn’t mean that you cannot be in touch with the status of your investments on a regular basis. We send to our clientele their Investments Portfolio update at least once a month. On request, the frequency can be increased also. These reports are either e-mailed or couriered as per our client’s instructions.

The Portfolio Report is a brilliant tool as it is very helpful, simple to read and understand.

It keeps you updated by regularly giving to you the following information:

1. Investment Snapshot window.
2. Mutual Fund Company wise initial investment and the corresponding current value.
3. Mutual Fund Scheme wise initial investment and the corresponding current value.
4. Investment Objective wise split
5. Applicant wise investment split
6. Sectoral Allocation (%) - bar graphs & pie chart
7. Detailed data showing your Folio no., number of units, purchase NAV, purchase date, current NAV, current date, initial value, current value, gain in terms of rupee value and percentage, absolute and annualized percentage gain/loss, dividends declared if any.

The Portfolio Report displayed here is a sample. Click On it.

If you need any further clarification on the above mentioned, please feel free to contact us.