Patel Wealth

Patel Wealth 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.