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FinnSys Products and Services
? FinnSys Product Suite Empowering Financial Professionals with Smart, Scalable Solutions ? FinnSys 360 Product Line Product Annual Price Setup Charges Platform Key Features Related Video FinnSys 360 ₹30,000 + Taxes ₹0 Web ✔ Client Management ✔ ...
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, ...
How do we calculate Returns / CAGR in Portfolio ?
Mathematically, XIRR is that single rate of return, which when applied to every installment (and redemptions if any) would give the current value of the total investment. XIRR is your personal rate of return. It is your actual return on investments. ...
Addition of ARN filter in different MIS reports
A. We have added ARN filter in the admin > business management > transaction MIS B. We have added ARN filter in the client search > Reports & Utilities > MIS Reports > Investment Ledger This update is going to be very helpful for users who are using ...