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Bajaj Capital presented a portfolio analysis report for Indian investors | Jobs Vox

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Bajaj Capital Investment Services Group offers advanced portfolio analysis reports to Indian investors. Titled ‘Edge’, the report allows investors to load their CAS and get a detailed view of mutual funds, National Pension System, bonds, fixed deposits etc.

Sanjiv Bajaj, Co-Chairman and MD, Bajaj Capital, said the financial sector in India has evolved and welcomed innovation in the form of digital transformation, which will help improve financial inclusion and provide customers with a best-in-class experience. Indian investors today need a comprehensive and easy-to-understand investment perspective and we want to drive that with the EDGE Report.

With this report, Indian citizens can download their latest CAS file from the CAMS website and upload it on the platform to get their consolidated investment summary. A CAS file is a consolidated list of a client’s investments in a mutual fund, which in its current form is not easy to analyze or understand without some knowledge. “Therefore, to give clients an EDGE over others, Bajaj Capital offers India’s most advanced portfolio report for free. The report is simple, fast and fully digital. An individual’s EDGE report helps the wealth manager to suggest a suitable investment solution for the client,” the company said.

Edge Reports will have an overview of current market value of investments, asset allocation, top 10 holdings and their performance, sector wise exposure, AMC exposure and more. This report provides a comprehensive integrated understanding and view of clients’ foreign investments and investments in Bajaj Capital. This report is not limited to mutual funds, if you invest in products like Fixed Deposits, National Pension Scheme, PMS, Bonds etc. through Bajaj Capital, this report gives you a consolidated view of all your investments.

The company can upload the CAS file on behalf of the customer. They have to share their CAS file along with other details like registered mobile number, name, file password and PAN. Once the file is shared, the customer will get an update by mail and can easily download the Edge report from the email, the report said.

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