reports

Finidea's performance report provides an overview of a client's investment portfolio. It includes the client code, which is a unique identifier generated during the KYC process. The report also calculates absolute return by dividing current exposure by net profit, and annualized return by multiplying current nifty lots by the current nifty level. Finidea's performance report is a document or statement that provides a comprehensive overview of how a client's investment portfolio has performed over a specific period. Here are key components that are included in a performance report. Client code – A client code is an alphanumeric identifier generated by our system during the KYC, Know Your Customer, process, uniquely assigned to each client. The client's name is recognized during the completion of the Finidea's KYC process. Absolute return – It is calculated by our current exposure divided by net profit. For example, if Nifty is at 20,000 and one lot contains 50 units. So, 20,000 times 50 equals 10 lakhs. These 10 lakhs will be divided by net profit, you will earn throughout the year. If net profit is 1 lakh. So, 10 lakhs divided by 1 lakh equals 10%. Annualized return – It is calculated by your current nifty lots times current nifty level. For example, a client is having one nifty lot, 50 units, and market is currently at 21,000, current exposure will be 21,000 times