Wealth Monitoring & Reporting
Consolidated wealth monitoring — tracking all investments, net worth, performance and goal progress in periodic reports.
- Estimate Cost
- ₹10,000 – ₹1,00,000
- Typical duration
- 30 days
Service overview
- Wealth Monitoring & Reporting consolidates all your scattered personal and family assets into a single clear dashboard
- By tracking stocks, mutual funds, real estate, private equity, fixed income, and bank balances in real time, this service gives you complete visibility over net worth growth, asset allocation, and overall risk exposure
Who needs it? / When is it needed?
- High-Net-Worth Families: Families managing multiple accounts, asset classes, and investment platforms across institutions.
- Business Owners & Family Offices: Investors requiring consolidated net worth reporting for estate planning or business expansion.
- NRI & Global Investors: Non-residents holding domestic and overseas assets needing cross-border reporting.
What to expect from the WCP Professionals
- Diagnose Total Asset Holdings: WCP professionals catalogue all your real estate holdings, equity portfolios, mutual funds, private business investments, and cash holdings.
- Audit Asset Performance & Risk Concentration: WCP professionals evaluate portfolio performance against benchmarks, identifying over-exposure to single sectors or underperforming asset managers.
- Execute Data Integration: WCP professionals link digital feeds (CAS, Demat, bank APIs) into a secure, consolidated family wealth dashboard.
- Fix Reporting Metrics: WCP professionals establish customized reporting metrics (XIRR CAGR, asset weightings, tax liabilities, liquidity buffers).
- Deliver Consolidated Reports: WCP professionals generate monthly and quarterly Family Wealth Statements highlighting net worth trends, income yields, and rebalancing alerts.
- Final Delivery: You receive access to a real-time Net Worth Dashboard and Consolidated Quarterly Wealth Reports.
Key deliverables
- Consolidated Family Net Worth & Asset Map.
- Integrated Multi-Asset Valuation Dashboard Setup.
- Quarterly Performance, XIRR, & Risk Concentration Report.
- Annual Tax-Efficiency & Income Yield Statement.
Standard turnaround time
- Initial Data Integration & Asset Mapping: 5 to 7 working days.
- Ongoing Dashboard Access & Quarterly Reporting: Continuous subscription service.expected to submit a grievance within about 7 days of the complaint. Timelines are indicative and cannot be guaranteed.
Government fees, timelines & key outcomes
- Government Fees: Nil (Reporting & technology service).
- Statutory Timelines: Quarterly performance reports delivered within 10 days of quarter end.
- Key Outcomes: Complete visibility over total family net worth, early detection of underperforming assets, and automated tracking.
Forms & filings involved
- Consolidated Account Statement (CAS) Auto-Fetch Mandates.
- Data Authorization & Privacy Agreements.
Documents required
- PAN details for all family members included in the consolidated report.
- Demat account statements, CAS statements, and property valuation receipts.
- Details of private holdings, unlisted shares, and active business investments
What we need from you
- One-time authorization to fetch consolidated investment statements.
- Periodic updates regarding changes in private assets or real estate transactions.
Important conditions
- Reporting accuracy depends on regular statement feeds and data inputs.
- All net worth reporting remains strictly confidential under end-to-end encryption and non-disclosure agreements.
Additional information
Where actual investment advice or portfolio management is also provided, the applicable SEBI registration requirements must be respected.
The estimated cost covers indicative professional fees only. Government fees, stamp duty and taxes are payable at actuals.
How it works
- 1. Raise a service enquiry describing your requirement.
- 2. A Relationship Manager reviews it and opens it for bidding.
- 3. Pay into escrow and assign the professional you select.
- 4. Track progress to completion, then accept and release payment.
Frequently asked questions
What is consolidated wealth reporting?
A single report bringing together bank, mutual fund, equity, insurance, property and other holdings with performance and net worth.
How often are reports shared?
Usually quarterly, with an annual review against goals.
Is my data safe?
Professionals use read-only statements and secure tools; you control access to your accounts.
Who benefits most?
Families and business owners with investments spread across many institutions and accounts.