Utilities for Advisors (13)

Import External Funds Using CAS PDF

Created by Anuj Jain, Modified on Sat, 5 Sep at 12:44 PM by Anuj Jain
Email Schedular for Portfolio reports

Created by Anuj Jain, Modified on Thu, 26 Aug, 2021 at 3:16 PM by Rohan Jain
Folio Lookup & SOA Download

Created by Anuj Jain, Modified on Fri, 13 Jun, 2025 at 4:58 PM by Product Management
Model Portfolio Review utility

Created by Anuj Jain, Modified on Thu, 17 Sep at 11:36 AM by Product Management
Rolling return Calculator

Created by Anuj Jain, Modified on Mon, 17 Feb, 2020 at 10:35 AM by Anuj Jain
Risk Profiling in Investwell

Created by Anuj Jain, Modified on Thu, 17 Sep at 7:15 AM by Anuj Jain
Billing for AMCs and Advisory Fee

Created by Anuj Jain, Modified on Wed, 6 May at 3:04 PM by Product Management
Portfolio Correlation

Created by Anuj Jain, Modified on Fri, 21 Mar, 2025 at 11:55 AM by Product Management
WhatsApp Campaigns

Created by Product Management, Modified on Fri, 30 Jan at 4:04 PM by Anuj Jain
Loan against MF module

Created by Anuj Jain, Modified on Mon, 6 Oct, 2025 at 1:19 PM by Anuj Jain