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Jelly Bean

PAT Financials has launched an application for it's Clients. This application will help them to track their Investments related reports. 

Report Details:

(1) AUM Report:

This section provides Nature Wise & Sub Nature Wise AUM with interactive Chart.

(2) Valuation Report:

This section provides Investment Summary of under various modes.

(3) Gain Loss Report:

This report provides your Capital Gain loss details on MF investments.

(4) Other Report:

This section provides Transaction Details, Sip Renewal and Dividend Income Statement.


PAT Financials

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