Portfolio 360
Funds Helpline Analytics
Review Portfolio Link
Benefits of Funds Helpline Analytics
Research Investments
Review thousands of Mutual Funds, ETFs and Equities,using the latest market data.
- Search investments using key words or fund attributes.
- Get access to performance data for thousands of Mutual Funds, ETFs & Equities.
Analyze Performacne
Empower your clients' decisions with illustrated fund and portfolio performance, based on unbiased and up-to-date market data.
- Analyze investments and portfolios on one screen, using key market data.
- Compare funds across key competitors and indices to satisfy KYP and suitability criteria.
Build Portfolios
Build portfolios for any investor profile.
- NEW Upload a CSV file with your favorite portfolio
- Adjust investment weighting by percentages or value Send
- Explore detailed historical data
Generate Custom Reports
Staying on the same page with clients is easier with customized reports.
- Build robust custom reports
- Personalize your reports with clients' contact and other inputs
Why Upload Your Portfolio
Portfolio Health Checkup
how performance of your portfolio & the quality of funds and get your portfolio health check up done.
The steps to request the CAS are as follows:
Step 1 : "Click here" to request CAS.
Step 2 : Choose the statement type "Detailed"
Step 3 : Select "specific period"
Step 4 : Select from date "01/04/1990" and till date as the current date
Step 5 : In folio listing, choose "with zero balance folios"
Step 6 : put your email as mentioned in the investments.
Step 7 : Choose any password, this will be used to access the password-protected statemer Step 8. Submit the same.
Step 8 : Submit the same
You will get an email with your Consolidated Account Statement attached. Upload the same here with the password. Upload Statement