– What Is a CFA? The Chartered Financial Analyst (CFA) programme is a postgraduate a professional licence for investment and banking professionals offered worldwide by the CFA Institutes (previously the Association for Investment Management and Research, or AIMR). But how do you get your CFA charter? For this the candidates must pass three sections of …
Professional portfolio managers provide portfolio management services (PMS), which are specialized investment services, to institutions or high-net-worth individuals (HNWIs) in order to manage their investments. In order to satisfy each client’s unique financial objectives, risk tolerance, and investment preferences, PMS offers specialised investment solutions. PMS types: Important characteristics: Advantages:
The mutual fund industry in India is vibrant and diverse, providing investors with a wide range of investment options. Asset Management Companies (AMCs) are essential to the administration and management of these funds, enabling investors to confidently trade the financial markets. The Registrar and Transfer Agent (RTA), who is in charge of keeping precise records …
Understanding Mutual Funds in India: A Closer Look at AMCs and RTAs Read More »
A paper trading account is a platform for simulated investments that lets people practice trading without having to risk real money. Both inexperienced and seasoned investors can benefit greatly from using it to hone their tactics, try out novel ideas, and become more knowledgeable about financial markets. Users who open a paper trading account are …
Assets Under Management (AUM) is a financial metric used in the investment industry to quantify the total market value of assets that an investment firm or fund manager oversees on behalf of clients. AUM is a crucial indicator of the size, scale, and success of an investment management business. AUM includes various types of assets, …
