Value Wealth Client Desk

Features Value Wealth Client Desk

Value Wealth Advisory has launched an application for its 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.