Co-Investors Portfolio Investment

This functionality is only accessible to SRI 

To view and download reports, follow the below steps:

1. Click on Reports & Analytics in the main menu.

2. A new window is displayed. You can access the report from the dashboard by clicking Co-Investors Portfolio Investment in the Investor panel or from the Investor drop-down menu in the blue vertical bar.

3. The Co-Investors Portfolio Investment window is displayed. Apply the following filters-

• Investor: Choose the investor from the dropdown list.
• Currency: The default is the default currency of the fund. To view the report in a specific currency, choose from the dropdown list.
• As on Date: Choose the date until which time you wish to see the report.

4. Click on Download Excel button. The Excel file will download.