Elevate Your
Portfolio Management
Seamlessly track and analyze your investments with our sophisticated reports module
Detailed Features Section
Holdings Reports
Provides a consolidated view of all investor holdings with fund-wise breakup, current valuation, and NAV for audit readiness.
Commission Reports
Track partner and distributor commissions across products, with breakup by scheme, period, and investor, supporting transparent payout calculations.
Holdings Reports
Provides a consolidated view of all investor holdings with fund-wise breakup, current valuation, and NAV for audit readiness.
Brokerage Reports
Detailed reports on brokerage earned with trail and upfront splits, integrated with TDS deductions and compliant with regulatory disclosure norms.
Capital Gains Reports
Auto-generated compliant reports segmented by long-term and short-term gains, aligned with regulatory tax reporting standards.
Downloadable Reports
Reports can be downloaded in regulatory-accepted formats (PDF/Excel) for investor reference and statutory disclosures.
Testimonials
Showcase testimonials from satisfied clients who have benefited from your Basic Portfolio Details feature
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