Valued Reports to Bajaj Capital Advisors Network Associates
We are pleased to take the honor of offering new value added service to our associates empanelled in Bajaj Capital Advisors Network Group.
These reports will help you to give value added information to your clients and our valued customers, on their investments. These reports will help you to know their portfolio value, gain/losses, return etc.
You can now have a track of your performance online while sitting anywhere, where net is at your disposal.
Some of the types of report under consideration to offer are as below.
- Comprehensive Portfolio & Performance Valuation Report -- This Report show the Details of Complete Investment status of the Investor e.g Amount Invested ,Purchase Units ,Sold Units, Capital Gain, Current Market Value etc.
- Comprehensive Portfolio & Performance Valuation Summary Report-- This Report will Show the Summary of the above Report.
- Comprehensive Portfolio & Performance Valuation Report (Family) -- This Report will Show the Details of the Investments of the Members of Family under ANA Grouped by ANA Itself.
- Transaction Statement Report for a certain period -- This Report will show all the transaction details done in certain period.
- Transaction Statement Report based on Product/Issuer or Company/Schemes -- This Report shows all the Transactions based on selection of issuer /company and schemes.
- Transaction Summary Report (Scheme Wise) -- This Report will show scheme wise summary of the Business.
- Bill Report -- This Report will show all the transaction with Sub brokerage in it.
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(After connecting just enter your unique user id and password to access the reports)
(To get your Userid and Password, kindly contact your ANG executive) |
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