What do we offer?
- Consolidated equities portfolio performance
- Record of purification liabilities for Muslim investors
- Visualization of various data such as portfolio allocation, portfolio constituent’s performance, dividend income for the month, etc…
- Dividend inclusive measure of return for true representation of total returns
- Company announcements within the month
- Dividend announcement within the month
- Sector allocation
- Portfolio’s performance benchmarked against relevant index or indices
- Trailing-twelve months weighted average financial ratio of portfolio
- Record of dividend accumulated
- Dividend yield of portfolio
- Records of your portfolio updated every end of calendar month
- Excel sheet for current and prior month’s data
here is an example
We will offer the first 3 month of portfolio report free until end of March. Currently this is only a prelaunch and updates to the report is highly probable. After the 3 months clients will need to subscribe for a base rate and additional payment is required for portfolio that has greater than 10 equities. To apply for this service contact us through phone or email.