Corporate Financial Services
The process of determining a company’s financial needs or goals for the future and how to achieve them . Corporate financial planning involves deciding what investments and activities would be most appropriate under both the company’s individual and broader economic circumstances.
Portfolio Management Services
Portfolio Management Services (PMS), service offered by the Portfolio Manager, is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives.
Financial Planning is process of framing objectives, policies, procedures, programmes and budgets regarding the financial activities of a concern. This ensures effective and adequate financial and investment policies.
Mutual funds are investment options that pool investors’ money into a fund operated by a portfolio manager. This manager then turns around and invests this large pool of shareholder money in a portfolio of various assets, or combinations of assets.
Investing into equity means to purchase stocks of listed companies on the exchange. It is a highly rewarding channel of investments, but on flip side it carries a lot of risk. The Market is very dynamic and there are numerous variables effecting the price movement of stocks. Yet, this risk can be significantly negated by extensive and targeted research.
Estate planning is the act of preparing for the transfer of a person’s wealth and assets after his or her death. Assets, life insurance, pensions, real estate, cars, personal belongings, and debts are all part of one’s estate. Estate plans must be written, signed, and notarized by the person who owns the estate.