How can I generate a Portfolio Summary (Live Unit) Report for a client on the Partner Portal?
The Portfolio Summary shows a client’s current mutual fund holdings, based on live units.
Where to find it: Reports > Portfolio Summary (Live Unit) Report
Steps
- Click Reports in the left menu and select Portfolio Summary (Live Unit) Report.
- Under Type, choose Client Code, Client Name or Client PAN.
- Enter the value and click Search.
- Click Download next to the client.
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