Financial planning means taking a comprehensive look at the financial situation and making up a specific financial plan to reach the goals.
A mutual fund is a financial tool made up of a pool of money collected from different investors to invest in securities like stocks, bonds, etc.
legally binding contract which takes place between policy holder and an insurance company which provides financial protection to his/her family.
Corporate firms prefer to borrow for accessing funds. Bonds and Non-Convertible Debentures (NCDs) are 2 different routes of borrowing to raise funds.
Stock market is referred to a place where shares of publicly-listed companies get traded. Primary market is a place where companies offer shares to general public through initial public offering (IPO) to raise capital.
Portfolio Management Services is a professional service provided by qualified and experienced managers, supported by an experienced research team, who manages portfolios on behalf of clients rather than the clients themselves.
Structured products in finance point to a set of 2 or more assets or securities having a combination of an interest rate and single or multiple derivatives.
Alternate Investment Funds (AIF’s) are investments primarily done by HNI’s or institutional investors into asset classes other than stocks, bonds and cash.
Pre-IPO refers to investing in stocks that are not listed on a stock exchange. Most of the companies are then listed on recognized stock exchanges in India.