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MIS Reports
While your investments would be reviewed and monitored continuously at our end, you will be sent Quarterly Status Reports to keep you updated on the performance of your investments. Among other things, the Reports would include an analysis of the performance of your investments, the weightage of individual funds in your portfolio, XIRR returns etc. Reports would also be provided in between if required. Capital Gains Reports indicating the Short Term and Long-Term Capital Gains on your investments would also be sent to you for helping you in filing your tax returns.
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