DEX WEALTH
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DEX WEALTH
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DEX WEALTH
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Clients
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Add New Client
Set up login and basic info
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Client ID
Password
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Add Fund
Add a mutual fund holding for this client
Fund Name
Category
Equity
Debt
Hybrid
Other
Mode
SIP
Lumpsum
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Edit Fund
Update category or mode for this holding
Fund Name
Category
Equity
Debt
Hybrid
Other
Mode
SIP
Lumpsum
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Save Changes
Add Transaction
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Date
Type
Buy
SIP
Redeem
Amount (₹)
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 (₹)
NAV on that date (₹)
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Transactions
Edit or delete individual transactions
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Change Password
Update login password for this client
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Portfolio Analysis
Value vs Invested over time
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Portfolio Value
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Invested
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Add Goal
Set a financial target and link it to specific funds
Goal Name
Target Amount (₹)
Target Date
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(required · up to 3)
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Edit Goal
Update goal details and fund links
Goal Name
Target Amount (₹)
Target Date
Linked Funds
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