PMS Operations in Front, Mid and Back Office carry various levels of risks. This post in the series of Operational Risk Management, we summarize what we think PMS have to map.
Navigating India's PMS industry's Operational Risk Management - Manually managing operations has a ton of risks at various levels.
Here's what we think about risks in PMS operations that are handled manually or partially manually. Let us know what you think.
#PMSRiskManagement
๐ข We're thrilled to announce the launch RiPro - A Risk Profiling software aimed at helping practitioners of personal finance and investments, assess the perception of investment risk of their clients. Read more about the announcement here: https://t.co/pJJO7Kqemj
Throw in a bit of color into your financial life. Presenting color customisable #finfloenterprise#investor app. Customize FinFlo Investor app to a theme that resonates with your business.
Presenting - the #StartupInWealth program. If you are a wealth management startup and help investors with their financial dreams and goals, you can apply for the program. See this link for more information - https://t.co/NDp017mLMD
Presenting - the #StartupInWealth program. If you are a wealth management startup and help investors with their financial dreams and goals, you can apply for the program. See this link for more information - https://t.co/NDp017mLMD
Presenting - the #StartupInWealth program. If you are a wealth management startup and help investors with their financial dreams and goals, you can apply for the program. See this link for more information - https://t.co/NDp017mLMD
Presenting - the #StartupInWealth program. If you are a wealth management startup and help investors with their financial dreams and goals, you can apply for the program. See this link for more information - https://t.co/NDp017mLMD
Our mission is to help accelerate financial inclusion in India. by helping investment professionals with tech. We now have the support of @Rainmatterin to boost our endeavor. We are now going to make good things even better.
https://t.co/MQliBOnWZN
#fundraise#fintech#india
The lack of an advisory ecosystem is one of the biggest problems for Indian markers. Advisors & distributors also lack proper tools to manage their practice.
This is why we're really excited to partner with @AmeetAyare & @actlogicaHQ. 1/2