Our Portfolio Tracking Provides:
- Custodian-Verified Statements
- Performance Matching
Comprehensive Portfolio Monitoring
Stay updated on your portfolio through detailed transaction records and timely updates. Receive insights into account movements, applicable charges, and overall progress over time.
Shubbaan Investments delivers custodian-certified statements, alert notices, periodic checks, and quarterly summaries—each designed to help you observe your portfolio’s trajectory as part of your evolving financial journey.
Secure Expert Portfolio Tracking
Asset Category Overview
Performance Benchmark Tracking
Real-Time Portfolio Status
Custodian Statements
Tax-Relevant
Analytics
Automated Dividend Tracking
Book Your Managed Portfolio Tracking Call
Portfolio Visibility and Workflow
Shubbaan’s portfolio checks keep you informed—covering trade accuracy, charge tracking, and return comparisons. You receive updates, alert notices, and timely status summaries, helping you observe progression in a way that’s clear, timely, and intuitive.
Trade Validation
Check execution records and match trade activity.
Portfolio Oversight
Track allocation and compare against benchmarks.
Expense Monitoring
Analyze charges, expense ratios, and performance costs.
Client Reporting
Get verified updates and summary reports.
Expertise
At Shubbaan Investments, our certified team upholds strong ethics and full accountability. Every suggestion is documented and centered on your personal financial preferences. We keep your investment selections fair, review them on a set schedule, and deliver straightforward reporting.
Trusted Guidance
Built around data & performance focus, this approach helps protect your capital, aim for steady growth, adapt with changing conditions & navigate evolving market landscapes.