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Portfolio Management Services (PMS) Reporting

Review - Portfolio Summary Report

Benefit From Gray Arrow A Kaytek Investment Consulting Service

Down Arrow 5.0 - Thoughts on the Portfolio Summary Report :

Gray Arrow 5.1 - Annualized Returns - The Capital Appreciation or Depreciation should be annualized for better understanding.

Gray Arrow 5.2 - BSE / NSE Benchmark Comparison Of the portfolio performance must be done as relevant.

Gray Arrow 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.)

Gray Arrow 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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Updated on 18th January 2010.
Created on 30th August 2005.

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