DEX WEALTH
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DEX WEALTH
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Add New Client
Set up login and basic info
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Add Fund
Add a mutual fund holding for this client
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Mode
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Update category or mode for this holding
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Mode
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Add Transaction
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Date
Type
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SIP
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REDEMPTION TYPE
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Full Redemption
Show Profit/Loss Booked in transaction history
Amount (₹)
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Effective Amount
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Apply stamp duty deduction to units calculation
NAV on that date (₹)
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Transaction History
All recorded transactions
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Edit Transaction
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Date
Type
Buy
SIP
Redeem
Amount (₹)
Stamp Duty (0.005%)
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Effective Amount
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Apply stamp duty deduction to units calculation
NAV on that date (₹)
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Transactions
Edit or delete individual transactions
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Portfolio Analysis
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Set a financial target and link it to specific funds
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Update goal details and fund links
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Linked Funds
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