Returns have always been the central standard while going for any investments. These indicate how much the fund has lost or gained during the particular investment period. You may come across returns expressed in the variety of nomenclatures. Have you ever wondered what does each kind of return signify ? Let's understand....

Returns have always been the central standard while going for any investments. These indicate how much the fund has lost or gained during the particular investment period. You may come across returns expressed in the variety of nomenclatures. Have you ever wondered what does each kind of return signify ? Let's understand....

The acronym “NEFT” stands for National Electronic Funds Transfer. It is an online system for transferring funds from one financial institution to another within India (usually banks). The system was launched in November 2005, and was set to inherit every bank that was assigned to the SEFT (Special Electronic Funds Transfer System) clearing system.....

Karan Bhagat is Managing Director & Chief Executive Officer of IIFL Private Wealth. Karan joined India Infoline Group (now re-named IIFL) to set-up IIFL Wealth Management Ltd. in early 2008 and is one of the founding members.....

What is the maximum I can lose on this investment? This is a question that almost every investor who has invested or is considering investing in a risky asset asks at some point in time. Value at Risk provides an answer to this question with a reasonable estimate.....

Given the dynamics of wealth creation in the past two decades, Indian households have witnessed some of the largest absolute gains in wealth in the world. This wealth creation is not restricted to business households but many individual professionals have also appeared in the top earners list. Alongside this wealth creation, we are also poised to witness one of the largest wealth transfers in the history. ....

A retirement advisor, should help you to answer all the above questions. He can guide you to think through your future to identify your goals, quantify them whilst ensuring that, you remain realistic and document them in a SMART manner (Specific, Measureable, Attainable, Realistic, Time bound). I would expect the advisor to bring in special insights and show you how to extract value for money when buying financial products through use of tools and techniques.....

Computer-Based Testing (CBT) has been practised for almost two decades and has been adopted around the world across IT, education,medical and university admissions.....

These two terms Financial Planning and Wealth Management are very confusing and most people generally consider them as synonyms. But actually they are not synonyms. Wealth Management shall mean something wider than financial planning. Wealth management would include not only financial assets but any kind of wealth the advisor is hired for its maintenance, preservation and growing. From our point of view, domestic and international tax Law, corporate Law and Family Law should be considered as a part of the Wealth Management knowledge. ....

Financial Statement Analysis (FSA) is the diagnostic and investigative study of Financial Statements in order to take logical business decisions. Financial Statement Analysis takes the raw financial information from the financial statements and turns it into usable information the can be used to make decisions. The three types of analysis are horizontal analysis, vertical analysis, and ratio analysis. Each one of these tools gives decision makers a little more insight into how well the company is performing.....

Financial Courses are offered in India at various levels. There are courses after intermediate, after graduation and after masters. Some of the courses are also offered as skill enhancement programs for working executives. These financial courses can be grouped in different ways they are statutory courses that are offered by bodies set up by acts of parliament, courses offered by various universities in India, courses offered by foreign boards by setting up representative boards in India.....

Cash Flow Statement and Fund Flow Statement are both Financial Statement but they are entirely different both in term of how they are prepare and also how they are used. In this article we clarify the difference and uses of these two financial statements.....

The Securities and Exchange Board of India (SEBI) came out with the Investment Advisers Regulations 2013 on January 21, 2013. These regulations came into force from April 21, 2013.....

Insurance Jobs in India have greatly increase in India with the liberalization of the Insurance Sector and advent of private players. These Job opportunities are a result of innovative products, better packaging of products, improved customer service and better trained of employees.....

While evaluating taxable returns vs. tax-free returns, an investor needs to compare the numbers on common platform. The Tax-Equivalent Return formula can help an investor decide if a tax-free investment will give him a better return than a taxable investment.....

Difference between Non Resident Ordinary (NRO) Account and Non-Resident External (NRE) Account. Which one should an NRI open?Persons with NRI status (Non Resident Indians) can choose between two options when opening a bank account in India.....

Up until 2007 the global personal wealth was rising to record levels. This rising wealth provided the wealth management industry an unprecedented opportunity to serve the ever growing client base and thus the industry was witnessing very good growth rates. ....

CWM is the Highest Global Certification in Wealth Management and Private Banking .....

For a bright and successful career academic degree like Graduation or for that matter MBA is not enough one requires to gain specialized skills in Finance. This can be achieved by pursuing Short Term Certification Program in Finance. In India now various short term financial certifications are available. Certification courses that are available can be Local Certifications i.e. Certifications which are offered by local Universities or Bodies and there are certifications that are offered by Global Bodies.....

To preserve wealth over multiple generations families must need to set their priorities right and focus on human capital rather than financial capital.....

Money Weighted Returns and Time Weighted Return are a bit confusing terms. In this blog we attempt to clarify the difference and uses of these two return calculation methods. ....

The tasks performed by a Wealth Manager during the Wealth Management Process can be grouped into Data Collection, Analysis of Financial Problems and Creating Solutions for the Clients.....

Goal Setting for clients is the first step in any Wealth Planning Exercise. This post discusses how a wealth manager can help clients find the appropriate goals to strive for. ....

15 Reasons for the growth of the Indian Wealth Management Industry.....

Paying credit card debt is a nightmare for some people we discuss the ways and means to do so....

Wealth preservation is one of the most sought after and value added segments of family office services, as retention of net worth is paramount in most family priorities. Wealth preservation is the holistic approach adopted by family advisors to achieve the common goals of asset protection, manageable structure, minimization of risk, and magnification and eventual transition of wealth.....

Source: Kotak Wealth and CRISIL Research (Top of the Pyramid 2012 report) GIVES SOME INTERESTING FACTS ABOUT THE INDIAN RICH ..... ....

All NPV, IRR, MIRR, XIRR and XMIRR are used to analyze investments and to choose between 2 investments. These measures allow an investor to find out the rate of return he is earning on his investment. NPV is a number and all the others are rate of returns in percentage. IRR is the rate of return at which NPV is zero or actual return of an investment.....

There are 2 Exams one for level 1 and the second for level 2 For more details visit the website:www.aafmindia.co.in and fill the contact us form there.....