Bajaj Capital funding companies group has launched superior portfolio evaluation report for Indian traders. Titled ‘Edge’, the report permits traders to add their CAS and get an in depth view of their funding throughout mutual fund, National Pension System, bond, mounted deposits, and so forth.
Sanjiv Bajaj, joint chairman & MD,Bajaj Capital stated, “The monetary sector in India has developed and welcomed innovation within the type of digital transformation, which can assist to enhance the monetary inclusions & present prospects with greatest at school expertise. Indian traders as we speak want a consolidated and straightforward to know view of their Investments and with EDGE Report we need to drive it.”
With this report, Indian residents can simply take their newest CAS file from CAMS web site and add it within the platform to get their consolidated funding abstract. CAS file is a consolidated checklist of a buyer’s investments throughout mutual funds, which within the present type just isn’t simple to investigate or perceive with none experience. “Therefore, to provide prospects an EDGE over others, Bajaj Capital is providing India’s most superior portfolio report for FREE. The report is simple, immediate & fully Digital. An particular person’s EDGE report helps the wealth supervisor to recommend a tailored funding resolution to the client,” the corporate stated.
Edge studies could have an summary of the present market worth of investments, asset allocation, prime 10 holdings and their performances, sector smart publicity, AMC publicity & much more. This report will give an total collated understanding & visualization of buyer’s exterior investments in addition to investments completed inside Bajaj Capital. This report isn’t just restricted to mutual funds, for those who make investments via Bajaj Capital in different merchandise like mounted deposit, National Pension Scheme, PMS, bonds and so forth. then this report offers you a consolidated view of all investments.
The firm also can add the CAS file on behalf of the client. They must share their CAS file together with different particulars like registered cellular no., title, file password & PAN. Once the file has been shared, the client will get an replace over mail & can simply obtain the Edge report from their e mail, stated the report.
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