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How to maintain MIS for mutual fund as an advisor? |
I had just started my advisory services in mutual funds and want to provide good services to my clients. Please guide me to make MIS to monitor SIP's and other categories of mutual fund. What do you mean by MIS? asheesh3337 Wow!Your Extra News here! register sepratly on valueresearch |
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There is no impact of a stock splitting in your mutual fund. I don't recall a fund splitting, but it would have absolutely no impact since they sell at NAV (net asset value) and are not subje... Go to your relationship manager and give your name and he will do what is possible. If you had invested yourself, then call HDFC call centre or go to the bank. ...10 to 15 years is a long time. Things might change a great deal by then. The Vanguard Global Equity fund is one of my favorite funds. It has a very low expense ratio and what I consider to be a ... There is a legitimate reason for them. Not everyone is willing to spend the time to learn how to invest. They prefer to go to a financial advisor for advice. Financial advisors, of course, have to ... It depends on the funds. Some mutual funds make you go through a broker and you have to pay a huge commission, which is usually 5%. That is a lot of money. I have never used a stock broker or... The fund has 1,000,000 shares outstanding, multiply out the individual stock prices by their respective number of shares, add up those totals, and divide it by 1,000,000. That is all there is to it... Call a firm such as TD Ameritrade, Morgan Stanley, Edward Jones. ...what? what? what? if you want to buy a mutual fund, buy from the fund itself or through a broker like Scottrade or E Trade you can go to yahoo finance to research mutual funds, find out which o... |
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