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Management Reports

Do you know whether to continue adding equity in to some of your investment accounts?
Do you know when to exit from a specific stock?
Do you know compounding annual growth rate (CAGR) of your Stocks, Mutual fund investments?
When market tanks, do you know exactly where to look first?
How do you cherry pick your investment?
What are your MTM losses?
Have you insured your family sufficiently?

It is extremely easy to find answers to many such questions using IPM.

Net worth - Total Portfolio And Shares List of Integrated Portfolio

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Management Reports Features

  •  Determine health of your investment
  •  Make intelligent and tax-wise decisions
  •  Know where your money is