Hello!
We work with our clients to better understand their assets and what they want those assets to do for them in the future. For example, if a client wants to save for retirement, but isn’t sure how, a financial consultant can recommend the type of retirement account to use, suggest specific investments and answer questions about how much to save.
A financial advisor is not just someone who helps with investments. Our job is to help you with every aspect of your financial life. In fact, you could work with a financial advisor without having them manage your portfolio or recommend any investments at all. We responsible for more than just executing trades in the market on behalf of their clients. We use our knowledge and expertise to construct personalized financial plans that aim to achieve the financial goals of clients. These plans include not only investments but also savings, budget, insurance, and tax strategies. We further check in with their clients on a regular basis to re-evaluate their current situation and future goals and plan accordingly.
Stock trading is a form of investing that prioritizes short-term profits over long-term gains. It can be risky to dive in without the proper knowledge.
Trading is essentially the exchange of goods and services between two entities. It is the basic principle which forms the core of all economic societies and financial activities. Trade governs the wheels of progress in any society and allows for wealth creation. A place where any form of trade takes shape is called a market. Depending on the kind of products, the market is defined. For instance, a place where stock trading takes place is called the stock market. There are primarily two forms of the market – organised and unorganised. Organised market is constituted with a set of rules and regulations which every entity operating in the market needs to adhere to and usually consists of a regulatory body to supervise such adherence. An unorganised market does not contain any strict rules and regulations, and even if it does, adherence is not mandatory. With online trading and investing, the process has become much more convenient, where most markets have been simulated on the internet.
Stock traders buy and sell stocks to capitalize on daily price fluctuations. These short-term traders are betting that they can make a few bucks in the next minute, hour, day or month, rather than buying stock in a blue-chip company to hold for years or even decades.
There are two main types of stock trading:
Active trading is what an investor who places 10 or more trades per month does. Typically, they use a strategy that relies heavily on timing the market, trying to take advantage of short-term events (at the company level or based on market fluctuations) to turn a profit in the coming weeks or months.
Day trading is the strategy employed by investors who play hot potato with stocks — buying, selling and closing their positions of the same stock in a single trading day, caring little about the inner workings of the underlying businesses. (Position refers to the amount of a particular stock or fund you own.) The aim of the day trader is to make a few bucks in the next few minutes, hours or days based on daily price fluctuations.
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds, or other securities.
Mutual funds give small or individual investors access to professionally managed portfolios of equities, bonds, and other securities. Each shareholder, therefore, participates proportionally in the gains or losses of the fund. Mutual funds invest in a vast number of securities, and performance is usually tracked as the change in the total market cap of the fund—derived by the aggregating performance of the underlying investments.
That's why the price of a mutual fund share is referred to as the net asset value (NAV) per share, sometimes expressed as NAVPS. A fund's NAV is derived by dividing the total value of the securities in the portfolio by the total amount of shares outstanding. Outstanding shares are those held by all shareholders, institutional investors, and company officers or insiders. Mutual fund shares can typically be purchased or redeemed as needed at the fund's current NAV, which—unlike a stock price—doesn't fluctuate during market hours, but it is settled at the end of each trading day. Ergo, the price of a mutual fund is also updated when the NAVPS is settled. The average mutual fund holds over a hundred different securities, which means mutual fund shareholders gain important diversification at a low price. Consider an investor who buys only Google stock before the company has a bad quarter. He stands to lose a great deal of value because all of his dollars are tied to one company. On the other hand, a different investor may buy shares of a mutual fund that happens to own some Google stock. When Google has a bad quarter, she loses significantly less because Google is just a small part of the fund's portfolio.
Systematic Investment Plan (SIP) is a method of investing in mutual funds wherein an investor chooses a mutual fund scheme and invests a the fixed amount of his choice at fixed intervals. SIP investment plan is about investing a small amount over time rather than investing one-time huge amount resulting in a higher return.
We offer financial planning, identify well-suited investments and guide insurance decisions. They often direct the buying and selling of investments, like stocks and bonds, on their clients' behalf.
We have professional traders who buys and sells shares on behalf of clients.We offering the lowest, cheapest brokerage rates for futures and options, commodity trading, equity and mutual funds.
Insurance planning is a critical component of a comprehensive financial plan that includes evaluating risks and determining the proper insurance coverage to mitigate those risks.
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds, or other securities.
A financial investment is an asset that you put money into with the hope that it will grow or appreciate into a larger sum of money.
We do planning, organizing, controlling and monitoring financial resources with a view to achieve organizational/individual's goals and objectives.
We are a new-age Fin-Tech platform which aims to foster financial inclusion by leveraging technology to support borrowers with hassle-free loans.We believe in quick and effective service. So, we make sure to respond to every query ASAP.
228/1, Banerjee Apartment, Near SBI bank, Purulia - Barakar Rd, Raghunathpur, West Bengal 723133
Check out on google
