REDVision Technologies is India's leading fintech company, developing top mutual fund software for distributors and IFAs, wealth management & client onboarding apps.
Understanding how investments have performed during a specific period is an important part of portfolio analysis for Mutual Fund Distributors (MFDs). Investors often ask questions like:
● How did my portfolio perform during the last year?
● What was the return during a particular market cycle?
● Which investments contributed the most to my portfolio...