What are Investor Reports and how to access it?
Investor Report are white labelled reports which can be used and shared by IFA's with their investors. Below are the types of Investors report available:
• MF and Direct Equity
-Corpus, Income & Expense
-Capital Gain Statement
-Consolidated Report (MF & Equity and Held away asset)
• Multi-Asset CAS
• Insurance Report
• P2P Report
• SME Loans
IFA can access these reports as below:
• Login with your user-id and password.
• Click on Investor Report.
• Export required report in Excel or PDF format.