Everyone

Prudent Connect

Lollipop

Shreeji Wealthmart has launched an application for it's Clients.  This application will help them to track their Investments related reports. 

Report Details:

(1) AUM Report:

            This section provides Nature Wise & Sub Nature Wise AUM  with interactive Chart.

(2) Valuation Report:

            This section provides Investment Summary of  under various modes.

(3) Gain Loss Report:

            This report  provides your Capital Gain loss details on MF investments.

(4) Other Report:

            This section  provides Transaction Details, Sip Renewal and  Dividend Income Statement.

Shreeji Wealthmart

Latest Version of Shreeji Wealthmart

Other versions