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 –
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.
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.