Mutual Funds (11)

How to see the transaction of specific time duration for all clients?

Modified on Thu, 19 Oct, 2023 at 7:07 PM
How to check the client’s transactions yearly?

Modified on Thu, 19 Oct, 2023 at 7:10 PM
How to check Recent transactions?

Modified on Thu, 19 Oct, 2023 at 7:10 PM
Path to check how many investors don't have a BSE UCC code?

Modified on Thu, 19 Oct, 2023 at 7:10 PM
From where to add any note in client valuation?

Modified on Thu, 19 Oct, 2023 at 7:10 PM
What to do if per printed slip is not generating?

Modified on Thu, 19 Oct, 2023 at 7:10 PM
How to see which client KYC is completed?

Modified on Thu, 19 Oct, 2023 at 7:10 PM
From where to download the SOA?

Modified on Thu, 19 Oct, 2023 at 7:10 PM
What is the path to see the running SIP, ARN wise?

Modified on Thu, 19 Oct, 2023 at 7:10 PM
What documents are required for KYC?

Modified on Thu, 19 Oct, 2023 at 7:10 PM