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 5.0 - Thoughts on the Portfolio Summary Report :
 5.1 - Annualized Returns - The Capital Appreciation or Depreciation should be annualized for better understanding.
5.2 - BSE / NSE Benchmark Comparison Of the portfolio performance must be done as relevant.
5.3 - Net Market Value - Portfolio Market Value should be shown net of future brokerage costs to reflect the true investor realization (in case of portfolio liquidation.)
5.4 - Portfolio Manager's Earnings - In the interests of fair and transparent communication, the Portfolio Manager's complete total monthly earnings from the investor must be shown separately (including brokerage income and PM Service Based Fees).
This is not Invesment advice. Please consult your Stock Broker for the same.
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