Classroom for Sherus #21 How customers can get an overview of investments using the Portfolio section on Sharekhan app

September 27, 2024

The Portfolio section of Sharekhan mobile application (app) is designed to give a comprehensive overview of a customer’s investments. Come, let us quickly learn how the section can help customers.

Why customers will love the Portfolio section on Sharekhan app

  1. The feature allows customers to monitor and manage investments with ease.
  2. It gives them a quick snapshot on their current holdings.
  3. In this section, customers can also create a virtual portfolio.

Watch this video to familiarise yourself with the Portfolio section on Sharekhan app so that you can guide customers well:
https://sharekhanpmo.sharepoint.com/sites/Sharekhan-Classroom/SitePages/App-Features.aspx

Published by Team Internal Communications
This newsletter is for internal circulation only. It may not be published, reproduced or quoted in part or in whole, nor may it be published on social media without prior consent. The content is strictly copyright and reproduction of the whole or part of it in any form is prohibited without written permission from the Internal Communications department of Sharekhan.
  Join us on