How to Obtain a Performance Report for Your NJ Investments?
- rohanjagtap
- Mar 7, 2023
- 2 min read
Updated: Mar 8, 2023
Limitations of the Valuation Report
When investors want to understand the returns on their investment, they often turn to the Valuation Report provided by the NJ Client Desk app or website. While this report can be useful, it can also be misleading. For example, suppose you invest 100,000 Rs in a mutual fund scheme, and after three years, its market value increases to 150,000 Rs. After a portfolio review, you decide to move the 150,000 Rs into another scheme. Following the switch, the 150,000 Rs becomes your new investment value. Now, if the market goes down after six months, your Valuation Report may show that your investment is worth only 125,000 Rs, leading you to believe that you have incurred a loss of 25,000 Rs. However, the truth is that you initially invested only 100,000 Rs, and the current market value of that investment is 125,000 Rs, meaning that you are still in the profit of 25,000 Rs.
Importance of the Performance Report
To overcome the limitations of the Valuation Report and obtain a more accurate understanding of your investment returns, it is essential to view the Performance Report. As this report will give you an overview of the investment out of your pocket and the returns given by the market.
Steps to Obtain a Performance Report
To obtain a Performance Report for your NJ investments, please follow these steps:
1. Go to the NJ Client Desk website - https://arth.info/clientdesk from your computer or mobile web browser.
2. Login to your account using your username and password. If you do not know your login credentials or have forgotten them, please contact our office at 9309144741.
3. After logging in, select "Performance Report" from the Consolidated section of the menu, as shown in the image.
4. On the next screen, select the name of the investor. In the "Report Type" section, select "period specific". To obtain an overview of your returns from the beginning of your investment journey, select a date accordingly. It is recommended that you select April 1, 2007.
5. Click the "Submit" button and wait for a minute. A PDF file of your performance report will open in a new tab. If it does not open, please reload the performance report page. You will then see an option to "view" the PDF file of the performance report.
Conclusion
In conclusion, understanding the returns on your investment is essential to make informed decisions about your future investments. While the Valuation Report provided by NJ Client Desk can be misleading, the Performance Report provides a more accurate understanding of your investment returns. By following the steps outlined above, you can easily obtain a Performance Report for your NJ investments. In our next article, we will explain how to read the Performance Report in detail.
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