The Mutual Fund Nest is an unique platform wherein your clients would have a separate mutual fund investment account, available online, automatically reflecting all mutual fund transactions routed through you.
This service is would be great for all your mutual fund investors investing through you. They would truly appreciate this 'Complete Online Mutual Fund Investment Account' with truly comprehensive, insightful reports available to them. This service is a basic service availed by all NJ Fundz Partner
FEATURES
Unique
This product is unique, one of its kind, in the industry especially with the scope, type and quality of reports that is available.
On-line Automatic
The account is available online - any time anywhere to your clients. Mutual Fund Nest reflects the 'real value' of your mutual fund investment with the values updated on a daily basis. Further all mutual fund transactions of your clients routed through you will only be automatically displayed, creating a preference for your service and a barrier for your competitors to break.
Comprehensive
The offering is comprehensive and complete given the contents and from utility point of view. The account is very comprehensive with the scope, extent, quality of reports and the insights that they deliver to your clients.
REPORTS
Portfolio
These are truly unique reports giving valuable insights to your clients on their investments. Reports include - Sector Exposures, AMC Exposures, Dividend History, etc
Transaction
This report gives complete records of all the transactions made by your clients.
Valuation
These reports, available with sub-options, would help your clients to keep a regular track on the growth of their investments in a better way.
Profit & Loss
Your client would get complete P&L computation reports for taxation purposes with break-ups of short-term & long-term capital gains. The reports are available with sub-options
Performance
This would give the overall performance of all the investments of your clients. The reports are available with sub-options.
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