Fintels
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Okudawunilodiwe
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Mayelana nalolu hlelo lokusebenza
I-Fintels yenzelwe abatshalizimali abahlanganyelwe ukuthi balandelele futhi baqaphe izinhlelo zabo ze-mutual fund, bacele imibiko yephothifoliyo, babuke imininingwane yokwenziwe, bazi ama-SIP azayo nokunye okuningi. Lolu hlelo lokusebenza oludalwe ngokukhethekile lukhawulelwe kuphela kulawo maklayenti ama-MFD awo angabasebenzisi ababhalisiwe be-Fintels.
Izici ezibalulekile zeFintels App:
1. Ideshibhodi ye-Mutual Fund
2. Ukubuka kwephothifoliyo ye-Asset-wise Mutual Fund
3. Umbono wephothifoliyo ohlakaniphile womfakisicelo
4. Ideshibhodi ye-SIP
5. Isimo sephothifoliyo ehlakaniphile yesu
6. Isikhungo sokwenziwa kwe-inthanethi (Ukushintshaniswa kuhlanganisiwe)
7. Landelela i-NAV nganoma yisiphi isikimu kuphothifoliyo yakho
8. Isicelo se-imeyili sokuthola imibiko efingqiwe
Umshwana wokuzihlangula:
Kwenzelwe Amakhasimende e-MFDs abhaliswe ne-OFA. I-Mutual Fund Investments ingaphansi kwezingozi zemakethe. Funda wonke amadokhumenti ahlobene nohlelo ngokucophelela ngaphambi kokutshala imali. Nakuba kwenziwe ukunakekelwa okufanele, asikuqinisekisi ukunemba, ukuphelela kanye nobuqiniso bolwazi. Lokhu kuwusizo kuphela futhi ngeke kuthathwe njenganoma yisiphi iseluleko sokutshalwa kwezimali. Asinacala nganoma yikuphi ukungqubuzana kunoma yikuphi. Akukho izethulo noma iziqinisekiso ezenziwayo (okushiwo noma okushiwo) mayelana nokuthembeka, ukunemba noma ukuphelela kolwazi. I-OFA ayikwazi ukuthweswa icala nganoma yikuphi ukulahlekelwa okuvela ngokuqondile noma ngokungaqondile ngenxa yokusetshenziswa, nanoma yisiphi isenzo esithathwe, noma yiluphi ulwazi oluvela kulolu hlelo lokusebenza lweselula newebhusayithi yalo. Amaklayenti ayelulekwa ukuthi athathe izeluleko zochwepheshe ngaphambi kokuthatha noma yisiphi isinqumo. Sicela ubheke iwebhusayithi ye-AMC efanele ukuze uthole imininingwane eyengeziwe.
Izici ezibalulekile zeFintels App:
1. Ideshibhodi ye-Mutual Fund
2. Ukubuka kwephothifoliyo ye-Asset-wise Mutual Fund
3. Umbono wephothifoliyo ohlakaniphile womfakisicelo
4. Ideshibhodi ye-SIP
5. Isimo sephothifoliyo ehlakaniphile yesu
6. Isikhungo sokwenziwa kwe-inthanethi (Ukushintshaniswa kuhlanganisiwe)
7. Landelela i-NAV nganoma yisiphi isikimu kuphothifoliyo yakho
8. Isicelo se-imeyili sokuthola imibiko efingqiwe
Umshwana wokuzihlangula:
Kwenzelwe Amakhasimende e-MFDs abhaliswe ne-OFA. I-Mutual Fund Investments ingaphansi kwezingozi zemakethe. Funda wonke amadokhumenti ahlobene nohlelo ngokucophelela ngaphambi kokutshala imali. Nakuba kwenziwe ukunakekelwa okufanele, asikuqinisekisi ukunemba, ukuphelela kanye nobuqiniso bolwazi. Lokhu kuwusizo kuphela futhi ngeke kuthathwe njenganoma yisiphi iseluleko sokutshalwa kwezimali. Asinacala nganoma yikuphi ukungqubuzana kunoma yikuphi. Akukho izethulo noma iziqinisekiso ezenziwayo (okushiwo noma okushiwo) mayelana nokuthembeka, ukunemba noma ukuphelela kolwazi. I-OFA ayikwazi ukuthweswa icala nganoma yikuphi ukulahlekelwa okuvela ngokuqondile noma ngokungaqondile ngenxa yokusetshenziswa, nanoma yisiphi isenzo esithathwe, noma yiluphi ulwazi oluvela kulolu hlelo lokusebenza lweselula newebhusayithi yalo. Amaklayenti ayelulekwa ukuthi athathe izeluleko zochwepheshe ngaphambi kokuthatha noma yisiphi isinqumo. Sicela ubheke iwebhusayithi ye-AMC efanele ukuze uthole imininingwane eyengeziwe.
Kubuyekezwe ngo-
Ukuphepha kuqala ngokuqonda ukuthi onjiniyela baqoqa futhi babelane kanjani ngedatha yakho. Ubumfihlo bedatha nezinqubo zokuphepha zingahluka kuye ngokusebenzisa kwakho, isifunda, nobudala. Unjiniyela unikeze lolu lwazi futhi angalubuyekeza ngokuhamba kwesikhathi.
Ayikho idatha eyabiwe nezinkampani zangaphandle
Funda kabanzi mayelana nendlela onjiniyela abaveza ngayo ukwabelana
Ayikho idatha eqoqiwe
Funda kabanzi mayelana nokuthi onjiniyela bakuveza kanjani ukuqoqwa
Idatha ibetheliwe lapho ithunyelwa
