Introduction

  • Our consolidated reporting transforms the often very complex, multi-faceted, ultra-high net worth portfolios and financial data into clear, concise reports. This comprehensive service enables you to have a one view wealth picture of your extensive portfolios.

  • Clients and their designated advisors can easily access up-to-date, comprehensive wealth information and generate a wide range of customizable reports through a user-friendly, secure online portal. The robust reporting technology integrates public and private holdings, enabling you to monitor and track assets over time, measure performance – including both time and money-weighted returns – and facilitate the precise management of your family’s wealth.

  • The Relationship Report

  • At Indian Wealth Management, we recognize that every financial situation is different. Hence, we focus on continuous evaluation, analysis and refinement of your financial strategy. The Relationship Report is both a high-level summary of client financial situation and in-depth analysis of cliental holdings for the monthly report.

  • Features of our consolidated reporting:

  • 1. Command your accounts

  • Continuously track and monitor your accounts and financial activities. And avail all the up-to-date information for your portfolio.

  • 2. Convenience

  • Get a one view analysis report for all of your accounts with their daily account summaries.

  • 3. Personalization

  • Get one customized report for all the accounts you manage with an up to date and a personalized spreadsheet of your financial information.

  • As an investor, you can get help from Indian Wealth Management to:

  • 1. Get real-time portfolio for all investment in MF with return calculation like CAGR/Absolute/XIRR

  • 2. Get portfolio report for any period with XIRR

  • 3. Get capital gain statement for any financial year

  • 4. Get complete dividend statement for their investment

  • 5. Get current holding of their investment

  • 6. Get transaction statement for any period OR since inception for their investment

  • 7. Check their portfolio online anytime anywhere through a website

  • 8. Make online transaction

  • You can become our partner for consolidated reporting. Thelegalank is working in Jaipur, Dehli, Mumbai, Bangaluru, India, France, Asia Pacific and all over the world.

Testimonial

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