I-Foresight Family Office wuhlelo lokusebenza lokuphatha ezezimali lomuntu siqu oluklanyelwe ukukusiza ukuthi utshale ngobuchule ku-mutual funds. Uhlelo lokusebenza luhlanganisa i-akhawunti yakho konke-konke ekuvumela ukuthi uhlele izimali zakho endaweni eyodwa. Ngokugxila ku-mutual funds, i-Foresight Family Office ikusiza ukuthi uphathe ukutshalwa kwezimali kwakho, ulandelele ukuqhubeka kwakho, futhi ufinyelele imigomo yakho yezezimali.
Ukusebenzelana okumangalisayo kohlelo lokusebenza nezici ezigxilile zenza ukutshala izimali ku-mutual funds kube lula futhi kujabulise kakhudlwana. Izingqikithi eziningi ziyengezwa ukuze uthole umuzwa ocebile wohlelo lokusebenza. Ungazigibela wena njengeklayenti bese uqala ukutshala imali ngemizuzu eyi-10 nje. Imojula yokuhlela inhloso esebenzisanayo ikuvumela ukuthi uhlole ukuqhubeka kwezinjongo zakho zezezimali futhi ulandelele ukutshalwa kwezimali kwakho.
I-Foresight Family Office iphinde inikeze izindlela zokuphepha ezinhle zokuqinisekisa ukuphepha kwedatha yakho yomuntu siqu. Ungasetha iphinikhodi ukuze uthole ukuvikeleka okwengeziwe noma usebenzise izinyathelo zokuphepha zebhayomethrikhi njengokuvula izigxivizo zeminwe nokuvula ukubona ubuso ukuze uthole ukuzizwisa okulula nokuvikeleke kakhudlwana.
Izithuthukisi ze-mutual fund kuhlelo lokusebenza zikuvumela ukuthi uphathe iphothifoliyo yakho ngaphandle komthungo. Ungabuka konke okwenziwayo nama-SIP, ukucinga obhasikidi abahlukahlukene, futhi uqhathanise izimali mutual ezahlukene. Ungaphinda uhlole amaphepha eqiniso ngezimali onentshisekelo kuzo. Ukudalwa kwe-akhawunti yokutshala imali ku-inthanethi kwenziwa kube lula ukuze kube yimizuzu emihlanu nje. Ungakwazi ukuqedela lonke uhambo lomsebenzi ngaphakathi kohlelo lokusebenza ngaphandle kokuthi uqinisekise ukuthenga nge-imeyili. Ukufakazela ubuqiniso kwegunya kungaqedelwa ngaphakathi kohlelo lokusebenza futhi kungenziwa kusebenze phakathi nemizuzu emibili.
Ngamathuluzi okuphatha iphothifoliyo ye-Foresight Family Office, ungaphatha iphothifoliyo yakho kuwo wonke amakilasi ezimpahla angu-20+, okuhlanganisa ama-MF, amasheya, umshwalense, imali engenayo engashintshi, impahla, izindlu nomhlaba, i-NPS, izikimu zokonga ezincane, kanye nezikweletu. Ungabuka imininingwane enemininingwane yempahla yakho ngayinye ngendlela ethuthukiswe kakhulu. Umuzwa wokwengeza, ukuhlela, nokususa amafa akho nawo uyathuthukiswa ukuze kube lula kuwe.
Kubuyekezwe ngo-
Jun 13, 2024