Hello check this file... portfolio management plugin for excel... have all the details espects...
have a screenshoot too...
ramawatar jangir ( Proprietor) (21 Points)
14 June 2010Hello check this file... portfolio management plugin for excel... have all the details espects...
have a screenshoot too...
Ramalingam K
(Founder & Director - Holistic Investment Planners (P) Limited)
(21077 Points)
Replied 14 May 2014
Portfolio management scheme popularly known as PMS are specialized investment vehicle for lump sum investments. The portfolio manager invests the money in shares and other securities and manages the portfolio on behalf of the client.
https://www.holisticinvestment.in/Portfolio-Management-Scheme
Regards
Ramalingam K, MBA, CFP,
Director and Chief Financial Planner,
Holistic Investment Planners
“Best Performing Financial Advisor Award” Winners from CNBC TV18
GST Live Certification Course (39th Batch) - April 2024 (Weekend Batch) (With Certificate)
"Live class on Python for Financial Analysis: Unlocking Efficiency in Accounting and Finance"
CAclubindia
