Useful enhancements done to the mutual fund reporting tool

Useful enhancements done to the mutual fund reporting tool

We’re pleased to do some more enhancements to the mutual fund reporting tool. Here’s what’s new:

  • Folio details: We’ve given you a quick option to view more details about a folio. All details like nominee, joint holder, bank details etc. can be quickly viewed from the reports section itself
  • SIP details: We’ve added another widget to quickly view the SIP details, e.g. which bank it is linked to, start date, end date, trigger date etc.
Where to find these widgets?
Go to Multi Asset View > Mutual Funds > Summary > (here click on folio number or SIP amount)

 

We hope this saves you some time. Let us know if you have any questions.

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