NJ-Wealth Mutual Fund Dashboard is a Power BI-based dashboard that provides interactive insights into mutual fund investments, transactions, performance, NAV, returns, AUM, categories, and investor details for effective analysis and decision-making.
NJ-Wealth Mutual Fund Dashboard is an interactive Power BI-based business intelligence solution designed to provide comprehensive insights into mutual fund investments and financial transactions. The dashboard integrates investment and redemption data to analyze investor portfolios, fund performance, transaction trends, and overall business activity.
It provides key metrics such as Total Investment, Redemption Amount, AUM, NAV, Returns, Units, Fund/Scheme-wise performance, Investor details, and transaction analysis. Interactive slicers, KPI cards, charts, tables, and drill-down features allow users to easily filter and analyze data by investor, scheme, fund category, partner, transaction type, mode, and date.
The dashboard is designed with a professional, client-friendly interface to support quick analysis, performance monitoring, and data-driven decision-making for the NJ-Wealth mutual fund business.
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