Recent Articles
Standard Risk Profiling Questionnaire and scoring rules- as per AMFI DDQ requirements
Risk profiling Assessment Questions Risk Profiling is all about ‘TCG’ - Tolerance, Capacity & Goals ! You do not require multiple Questions to assess a Risk Category but few real answers will help you achieve the most appropriate Risk category and ...
Important Update: Revision to FINNSYS Subscription Pricing wef 1st May 2026
At FINNSYS, our mission has always been to provide you with a robust, high-performance platform. Over the past few years, we have made significant investments in our infrastructure, security, and support systems to ensure a seamless experience. ...
How to get the API URL of your Google Sheets ?
Step-by-Step Setup GUIDE 1.Call our Support team or e mail at admin@armfintech.com to get the "Apps Script" for your Google sheets 2.Open your Google Sheet. Go to Extensions → Apps Script. 3.Delete any existing code in the editor. Open the downloaded ...
How to Manage AUM Reconciliation in Finnsys Software ?
AUM Reconcilliation by Abhinesh Kumar
Format of letter for Unsuitablity
To Xxxxxx Reg : Mismatch in your Risk Profile Vs Investment Risk Profile Ref : Folio # xxxxx Dear Sir, As you know that every investment product has a Risk assignment as defined by SEBI Risko-meter – Low, Moderately Low, Moderate, Moderately High, ...