How can I see my Total Assets split between Mutual Fund, Stocks (India) and US Stocks on the Partner Portal?
The Total Assets card on your Dashboard shows the total value of your clients’ assets and how it is split across products. Click the card to open your client list with each client’s assets.
Where to find it: Dashboard > Performance Overview > Total Assets
Key points
- Mutual Fund: value of your clients’ mutual fund holdings.
- Stocks (India): value of your clients’ holdings in their Samco demat accounts.
- US Stocks: value of your clients’ US stock holdings.
- Mutual fund figures come from the registrars on a T+1 basis.
- Clicking the card will give you a detailed breakup of your clients assets.
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