Client Book

Mutual Funds

Everyone who holds mutual funds with Financial Wisdom.

Import Excel
Rahul DesaiSample
Holding
Sample AMC · Flexi cap fundFOL-11021 · ₹4,50,000
Dr. Meera KamatSample
Holding
Sample AMC · Large cap fundFOL-11022 · ₹12,00,000
Anita FernandesSample
Holding
Sample AMC · Hybrid fundFOL-11024 · ₹2,60,000
Priya SawantSample
Holding
Sample AMC · Index fundFOL-11026 · ₹3,80,000

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Mutual Funds · Financial Wisdom