Series 36 – The PMS Investor Report on ITUS Dashboard

Our standard reporting format includes the PMS Investor report that serves as a crucial report, enriching investor’s understanding of their investment portfolio. We are committed to helping our clients with their financial goals and PMS Investor report is a corner stone of that commitment.

The report gives you below details of the portfolio –

1. Account Overview
2. Allocation details
3. Summary
4. Performance details
5. Transactions
6. Holdings

In line with SEBI mandate,  going forward, this will be directly available in investor’s personal dashboard at https://dashboard.ituscapital.com/login  and will be uploaded quarterly.

Please take the time to review the report carefully, and if you have any questions or need assistance in interpreting the data, our team at ITUS is always available to provide guidance and support. At ITUS, Investor’s financial well-being is our priority.

These weekly episodes are now available in our website for your quick read and you may access the same in the below link.

Weekly Enlightenment Archives – ITUS Capital

Also, as a part of our ongoing commitment to keeping you informed, we remain dedicated to our SIP program, providing investors with a convenient avenue to regularly enhance their portfolios. We encourage you to explore the benefits of this program for your clients. If you require more details, please don’t hesitate to reach out to your dedicated relationship manager at [email protected]. Till we see you next week, have a great weekend.