Research tool

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Atul Khanna

The research tool allows IFA to generate fund and client portfolio reports and prove value add to investors

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Research tool

1. Funds Comparison

2. Fund-Benchmark Comparison

3. Sector Stats

4. Sector stats contd..

5. Alpha Beta Decomposition

6. Efficient Frontier

7. Portfolio What if

8. Rolling Return

9. Scatter chart

10. Scheme within sector

11. Performance table

12. Ratio Table

13. Portfolio Comparison

14. Portfolio Scan

Research tool

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