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OFA FIINFRA
Host Login
Recorded
Tuesday, April 16, 2019 · 4:30 p.m.
Types of Advisor Level & Client Level Reports in OFA PLUS
Recorded
Tuesday, April 16, 2019 · 4:30 p.m.
ABOUT THIS WEBINAR
Discussion on below reports
1.Advisor Level reports
*AUM by AMC/Scheme/Client
*SIP/STP report
*AUM growth report
*De-merge client report
*Profitable/Loss making schemes report
*Business opportunity report
*Business statistic report
*Brokerage report
2.Client Level reports
*Portfolio unrealised gain report
*Networth report
*Transaction statement
*Capital gain report
*Notional capital gain report
*Maturity report
*Transaction history details report
*Scheduled report
AGENDA
Discussion on Client and advisor level reports
ADDITIONAL INFO
When:
Tuesday, April 16, 2019 · 4:30 p.m.
IST
Duration:
1 hour
Price:
Free
Language:
English
Who can attend?
Everyone
Webinar ID:
82417a503ce4
Dial-in available? (listen only):
Not available.
FEATURED PRESENTERS
OFA FIINFRA
Minaz Chaus
Full Profile
HOSTED BY
OFA FIINFRA
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