Mutual Fund Desk Mutual Fund Nest                                                                                    The Mutual Fund Nest is an unique platform wherein your clients would have a separate mutual fund investment account, available online, automatically reflecting all mutual fund transactions routed through us. This service is would be great for all your mutual fund investments through us. They would truly appreciate this 'Complete Online Mutual Fund Investment Account' with truly comprehensive, insightful reports available to them. This service is a basic service availed by all our mutual fund investors. Features On-line Automatic The account is available online - any time anywhere to our clients. Mutual Fund Nest reflects the 'real value' of your mutual fund investment with the values updated on a daily basis. Further all mutual fund transactions of our clients routed through us will only be automatically displayed, creating a preference for your service and a barrier for your competitors to break. Comprehensive The offering is comprehensive and complete given the contents and from utility point of view. The account is very comprehensive with the scope, extent, quality of reports and the insights that they deliver to our clients. Reports Portfolio These are truly unique reports giving valuable insights to our clients on their investments. Reports include - Sector Exposures, AMC Exposures, Dividend History, etc Transaction This report gives complete records of all the transactions made by our clients. Valuation These reports, available with sub-options, would help our clients to keep a regular track on the growth of their investments in a better way. Profit & Loss Our client would get complete P&L computation reports for taxation purposes with break-ups of short-term & long-term capital gains. The reports are available with sub-options Performance This would give the overall performance of all the investments of our clients. The reports are available with sub-options. On-line Automatic All the reports and contents available on the website will be updated on a daily basis, automatically so that all the information available is the latest. Needless to say ours, clients on-line investment accounts will be updated daily. Client Desk Our clients can directly login from Client Desk on our website to view their online accounts. A great value-add, this can highlight our brand and service. Returns Calculator Our clients can get historical returns of any scheme/s according to their sub-types as on any given date. SIP Calculator Our clients can even get historical SIP returns for any selected period and amount. Application Forms Offer download facility to our clients for Application Forms of Mutual Fund Schemes of any AMC. Planners our clients can make use of the financial planning tools like Child Education, Child Marriage and Retirement Calculators on our website. Financial Planning Nest As an advisor, we have the onus to undertake complete Financial Planning for our clients. Financial Planning is in fact a must for every individual. A detailed Financial Plan would make it possible for our clients to achieve their goals and objectives in life. At SAMPERK we realise the importance of Financial Planning (FP), both from the perspective of an Advisor and a Customer. The FP Nest would allow you to plan for the various goals and objectives for our clients, and also take print-outs of the same so as to present it to our clients. We can also prepare Financial Plans for our prospective clients from the FP Nest. Needless to say, the FP Nest would make financial planning process, a very easy, simple to understand exercise for you to undertake.     Copyright © Samperk Finance