Wedbush Securities’ Post

Welcome to Kanjilal Funds and Securities House's official LinkedIn page! 🌟 We are thrilled to embark on this new journey and connect with individuals, institutions, and businesses across the globe. Our mission is to empower you with comprehensive financial solutions tailored to your unique needs and aspirations. At Kanjilal Funds and Securities House, we believe in the power of strategic financial planning and personalized wealth management strategies. With expertise spanning portfolio management, wealth advisory, investment banking, and corporate services, we are well-equipped to navigate the intricate financial landscapes and unlock opportunities for sustainable growth. Our team of seasoned professionals is dedicated to delivering excellence through value-driven strategies, encompassing value investing, growth investing, and robust risk management approaches. We take pride in our Portfolio Management Services (PMS) and Pre-IPO offerings, setting us apart from competitors. Beyond traditional financial services, we offer a range of corporate solutions, including accounting, tax advisory, company registration, and procedural compliance support, ensuring our clients can focus on their core business operations while we handle the complexities. As we establish our presence on this platform, we invite you to join us on this exciting journey. Connect with us, engage with our content, and explore how our tailored financial solutions can propel your path towards sustainable growth and financial freedom. Stay tuned for insightful updates, industry insights, and valuable resources that will empower you to make informed financial decisions. We look forward to building long-lasting relationships and fostering a community of financial excellence together. #WealthManagement #InvestmentBanking #PortfolioManagement #CorporateServices #FinancialSolutions

ETFs offer flexibility, efficiency, and growth potential all in one package – making them a go-to for wealth and money managers. An added benefit: ETFs can also enhance client satisfaction and trust through their transparency and tax efficiency. Embrace the future of investing by launching your own ETFs and build stronger client relationships while you’re at it! 🌟📈 #WealthManagement #ETFs #FinancialPlanning

ETFs offer flexibility, efficiency, and growth potential all in one package – making them a go-to for wealth and money managers. An added benefit: ETFs can also enhance client satisfaction and trust through their transparency and tax efficiency. Embrace the future of investing by launching your own ETFs and build stronger client relationships while you’re at it! 🌟📈 #WealthManagement #ETFs #FinancialPlanning

Mutual Funds are subject to market risks but... Here is the List of Mutual Fund terms that you should know before investing: 1. SIP (Systematic Investment Plan): It's a method of investing in mutual funds where investors regularly invest a fixed amount at predefined intervals (like monthly or quarterly). 2. STP (Systematic Transfer Plan): It involves transferring a fixed amount of investment from one mutual fund scheme to another at regular intervals. 3. SWP (Systematic Withdrawal Plan): This allows investors to withdraw a fixed amount or a specific number of units from their mutual fund investment regularly. 4. Fresh Purchase: It refers to buying mutual fund units for the first time. 5. Redemption: It's the process of selling mutual fund units, converting them back into cash. 6. Switch: It involves transferring money from one mutual fund scheme to another within the same fund house. 7. NAV (Net Asset Value): It's the per-unit value of a mutual fund scheme. It represents the fund's market value per share. 8. Lump Sum: It's a one-time investment made in a mutual fund scheme, as opposed to periodic investments through SIP. 9. FATCA (Foreign Account Tax Compliance Act): It's a U.S. law aimed at combating tax evasion by U.S. persons holding accounts and other financial assets offshore. 10. KYC (Know Your Customer): It's a process used by financial institutions to verify the identity of their clients, in compliance with regulatory requirements. 11. CAGR (Compound Annual Growth Rate): It's a measure of the mean annual growth rate of an investment over a specified period of time, assuming the investment's value has compounded annually. 12. XIRR (Extended Internal Rate of Return): It's a method used to calculate the internal rate of return for investments where cash flows occur at irregular intervals. It considers both the magnitude and timing of cash flows. #MutualFund #Finance #RetirementPlanning #investment #Growth

Let's talk about one of Yield Exchange's key factors of success...connection! Today we wanted to share our latest blog where we talk about a recent case for how Yield Exchange is connecting municipalities and financial institutions in Canada. Here's what our depositor had to say about us! “I loved how easy the platform was to use. It only took seconds to make a post and get rates from multiple financial institutions! We were very happy with the rates we received, and it was a very smooth and fast process in investing our funds. This is a great tool for any organization to efficiently find the best rates for GIC investments.” To learn more about how we're transforming treasury management for our clients, read up on our blog below! https://lnkd.in/gdiNtjR7

#financial_services_sector There will be more deals and more exits from the financial services sector as private equity sponsors are rich in dry powder and taking aim at poorly capitalized banks, asset managers facing outflows and market volatility, and brokerage firms suffering from regulatory changes according to data provider PitchBook. https://lnkd.in/gMFgHTGk

We have reviewed several of the new semi-liquid fund offerings that have come to market over the past few years, across different asset classes. Some offer unique access to sought-after managers, while others offer a smorgasbord of different asset classes blended together. We agree that the greater availability of private assets is a positive development for investors. In spite of all of the industry fanfare around semi-liquid private funds, funds holding private assets are actually nothing new. UK property funds have long offered quarterly liquidity to their investors despite directly holding illiquid real estate. Investors need to be aware that notwithstanding the semi-liquid label, their capital may not be readily or fully accessible from such funds when they want it back. The key to the successful use of semi-liquid private funds in a portfolio is a clear understanding of the funds' liquidity restrictions and sizing the investment consistent with short-term liquidity needs. It should always be assumed that it will take several years to get your money back. https://lnkd.in/efWFGAmd

Proprietary Mutual Funds Reduce Choices & Often Reduce Performance The global financial services marketplace has been vendor-dominated since inception. This has led to pervasive conflicts of interest that too often limit choices and degrade investment results. Now there's a way for investors to protect themselves. In his article - Restricted Product Shelves, Proprietary Products And More, Ken Kevinko describes how, due to "limited shelf space", investment advisors and brokers in Canada are too often limited in what they can recommend or sell to their clients too often degrade both their "advice" and the investment results their clients experience. But this is not just a Canadian problem. It's global, with the U.S. financial services marketplace being a prime example. Both here and elsewhere, the financial services marketplace has been vendor-dominated since inception. Read more https://lnkd.in/grJr_vtE #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #dtc #prorrt #rita

Proprietary Mutual Funds Reduce Choices & Often Reduce Performance The global financial services marketplace has been vendor-dominated since inception. This has led to pervasive conflicts of interest that too often limit choices and degrade investment results. Now there's a way for investors to protect themselves. In his article - Restricted Product Shelves, Proprietary Products And More, Ken Kevinko describes how, due to "limited shelf space", investment advisors and brokers in Canada are too often limited in what they can recommend or sell to their clients too often degrade both their "advice" and the investment results their clients experience. But this is not just a Canadian problem. It's global, with the U.S. financial services marketplace being a prime example. Both here and elsewhere, the financial services marketplace has been vendor-dominated since inception. Read more https://lnkd.in/grJr_vtE #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #dtc #prorrt #rita

Proprietary Mutual Funds Reduce Choices & Often Reduce Performance The global financial services marketplace has been vendor-dominated since inception. This has led to pervasive conflicts of interest that too often limit choices and degrade investment results. Now there's a way for investors to protect themselves. In his article - Restricted Product Shelves, Proprietary Products And More, Ken Kevinko describes how, due to "limited shelf space", investment advisors and brokers in Canada are too often limited in what they can recommend or sell to their clients too often degrade both their "advice" and the investment results their clients experience. But this is not just a Canadian problem. It's global, with the U.S. financial services marketplace being a prime example. Both here and elsewhere, the financial services marketplace has been vendor-dominated since inception. Read more https://lnkd.in/grJr_vtE #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #dtc #prorrt #rita