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Your Portfolio Management Report provides the following information

Provides upto date information about all you Equity investments under our PMS system. Get a consolidated view of your multiple stock, Industry-wise classification, Portfolio weight-age in each stocks & industry, notional profit and loss as on date, dividend received and much more…

Capital Gains :

Quick summary of capital gains incurred in current fiscal and tax status of your investments if sold today. You can also check capital gains and tax status for past fiscals.

Transaction History :

Displays history of transactions that have taken place in your stocks under our PMS. You can seek your transactions details for different financial years too.

Portfolio Performance :

Compare your Portfolio Performance against various indices for different time frames. You can also compare individual stocks and funds against benchmark indices.

Dividends :

Track current and historic dividends declared by your stocks under our PMS.

Industry Classification :

Displays which different sectors have you invested your money in and also displays what percentage of your total investment belongs to which sector.

Portfolio Management

We manage your investments as per the Portfolio Management Regulations of SEBI. This section gives you an up-to-date detailed information about your Portfolio Management Account (PMS) under our management.

Advisory Services

The details of investments under Advisory Services can be viewed in this section.

Mutual Fund Services

Your Mutual Fund Investments with up-to-date NAV details can be viewed in this section.