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You’ve probably been told that you need a portfolio to get into the investment game. And you’re right—but having a portfolio is only the first step. The next step is to make sure that your portfolio is structured in the…
One investment option that you may have heard of is a mutual fund. But what is meant by a Mutual Fund, and what are the advantages of mutual funds? In short, a mutual fund is managed by a financial professional with…
In today’s fast-paced and ever-changing world, it’s more important than ever to have a real-time comprehensive, and accurate data provision, across all portfolios. A Portfolio Management System portfolio is key for decision-making, risk assessment, compliance, and client servicing. Without a…
As per the recent SEBI regulations, it is mandatory to sell or transfer shares only in Demat form. This means that the old share certificates are no longer valid, and you must dematerialize your shares before initiating any transactions. Don’t…