Wealthverse

With the Centrum Wealth Dashboard app, you can:

• Stay on top of your portfolio and access portfolio at various levels
• One view of current portfolio along with returns
• Monitor performance include XIRR, across asset categories
• Analyse your asset allocation and drill-don into sub-assets
• Know your latest holdings with historical investments
• Keep a check on your upcoming maturities
• Know your tax implications across products on event of any sale/redemption
• Download details of any corporate action If you are the head of family, you can view all of the above reports at a family level as well as a family member level. You also have the ability to filter reports at an account level, or for specific period. In addition, you have the ability to add a family manager, who can view the reports on your behalf.