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White Label reports are those documents that are created by one company but branded with the logo, name, and other identifying features of another company, typically a reseller or an agency. In other words, white label reports allow a company to rebrand a product or service as their own, without having to create it from […]
Proper document management is a critical aspect of financial management, and it’s just as important as keeping track of financial transactions. In the world of finance, transactions can be complex, and the documentation that accompanies them can be equally so. The documentation that pertains to a financial transaction is often required to verify the transaction’s […]
Portfolio/Investment consolidation is the process of combining multiple investment accounts or portfolios into a single account or portfolio. This can include consolidating various types of investment accounts, such as 401(k)s, IRAs, taxable investment accounts, and more. Consolidating investment accounts can simplify the management of an investor’s portfolio by allowing them to view all of their […]
Multi-currency (Global securities) refers to securities that are issued and traded in currencies other than the investor’s local currency. Global securities can include stocks, bonds, exchange-traded funds (ETFs), mutual funds, and other types of financial instruments that are issued and traded on a global scale. Investing in global securities can provide investors with exposure to […]
Portfolio comparison against the benchmark is a common method used by investors to evaluate the performance of their investment portfolio. The benchmark is typically a market index, such as the S&P 500 or the Dow Jones Industrial Average, which represents the overall performance of a specific market or sector. The portfolio is compared to the […]
Concentration analysis is a useful tool in economics and business for measuring the level of market power and competition in each industry. It involves measuring the degree of market concentration by calculating the market share of the largest firms in an industry, as well as calculating various concentration ratios and indices. One Commonly used concentration […]
Automated accounting entries booking refers to the process of using software or technology to automatically record accounting entries. This process replaces manual data entry by allowing the accounting system to capture data from other systems, such as the inventory management system, point of sale system, and payroll system. The software typically uses pre-determined rules and […]
An Investment Policy Statement (IPS) is a document that outlines the investment goals, objectives, and strategies for an individual or an organization. It is a written statement that provides guidance on how investment decisions should be made and managed. The IPS serves as a roadmap for making investment decisions and ensures that all decisions are […]
IRR (Internal Rate of Return) is a popular method of measuring the investment performance over a specific period of time. It is commonly used in private equity, real estate, and venture capital investments, where cash flows are often irregular and occur at different times. IRR takes into account the time value of money, which means […]
LTCG Grandfathered (Capital Gain Report) is a provision in the Indian tax laws that allows for the grandfathering of long-term capital gains made until a certain date. Specifically, for equity shares and equity-oriented mutual funds, any gains made until 31st January 2018 are grandfathered. This means that any gains made until this date will be […]
