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  • Round 4

    Diunggah oleh

    thakur101
    6 tayangan4 halaman
    ROUND-4 FINANCIAL WEALTH Rules Team of 2 Members One Member Represent the Financial Adviser and other represents Fund Manager. Financial adviser: understand the customer need and goals and try to project that investment and income need to portfolio. Portfolio Manager: Understand the market forces and design the portfolio with risk adjusted return.

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    © Attribution Non-Commercial (BY-NC)

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    ROUND-4 FINANCIAL WEALTH Rules Team of 2 Members One Member Represent the Financial Adviser and other represents Fund Manager. Financial adviser: understand the customer need and goals and try to project that investment and income need to portfolio. Portfolio Manager: Understand the market forces and design the portfolio with risk adjusted return.

    Hak Cipta:

    Attribution Non-Commercial (BY-NC)
    Unduh sebagai PPTX, PDF, TXT atau baca online dari Scribd
    Tandai sebagai konten tidak pantas
    6 tayangan4 halaman

    Round 4

    Diunggah oleh

    thakur101
    ROUND-4 FINANCIAL WEALTH Rules Team of 2 Members One Member Represent the Financial Adviser and other represents Fund Manager. Financial adviser: understand the customer need and goals and try to project that investment and income need to portfolio. Portfolio Manager: Understand the market forces and design the portfolio with risk adjusted return.

    Hak Cipta:

    Attribution Non-Commercial (BY-NC)
    Unduh sebagai PPTX, PDF, TXT atau baca online dari Scribd
    Tandai sebagai konten tidak pantas
    dari 4

    ROUND-4 FINANCIAL WEALTH

    Rules
    Team of 2 Members One Member Represent the Financial

    Adviser and other represents Fund Manager Financial Adviser: Understand the customer need and goals and try to project that investment and income need to portfolio. Portfolio Manager: Understand the market forces and design the portfolio with risk adjusted return.

    Presentation Contents:
    Investment Philosophy, Fund name and description Portfolio combination and explanation Expected return model Internal Risk Management & Reporting Commission charges Margining Daily Limits Trading Strategy Investment/ Macroeconomic /Financial/Market Research KYC Philosophy Limits (Trader label/Branch level) Daily settlement Procedure

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