· Evaluation of Entire Wealth
The investment made in different segment is evaluated based on which overall gain or loss incurred upon the funds can be ascertained.
· Portfolio Asset Allocation
The vivid investment involved in the entire portfolio of client can be represented through chart for convenient understanding and attractive presentation.
· Absolute and Expected Return
The expected and absolute return over different segment of investment can be extracted from the section to draw clear picture of final results.
· Quick Sharing
The present status of client’s wealth and investment can be shared rapidly to aware about the progress of the invested funds within specific period of time.
· Diversified Investment
Based on the current investment and evaluation advisor can recommended client for diverting funds to ensure better returns at minimum risk.
· Equity and Debt Holding
The investment made under debt and equity can be bifurcate to draw a clear picture of risk held by client on present amount of investment. For more information, visit @- https://www.redvisiontech.com/
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