Wealth for IC
100+
Okudawunilodiwe
Wonke umuntu
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Mayelana nalolu hlelo lokusebenza
Ingcebo ye-IC iyipulatifomu yensiza eyodwa yama-IC ukweluleka ngezinhlelo zokutshala imali ngokuhlanganyela zamakhasimende abo.
Izici ezinhle kakhulu:
Ideshibhodi ye-IC: Ama-ICs angabona ukubuka konke kwephothifoliyo yamakhasimende ngasikhathi sinye.
Iphothifoliyo Yekhasimende: buka ibhalansi yephothifoliyo yamakhasimende emigodini eminingi.
I-Model Portfolio: vumela ama-IC ukuthi ahlongoze amaphothifoliyo emodeli kumakhasimende.
• Belingisa Iphothifoliyo: lungisa imodeli yephothifoliyo esekwe kwekhasimende elidingakalayo. [Kuyeza maduze]
• I-Rebalance Portfolio: lungisa iphothifoliyo yamakhasimende ohlelweni lokutshala oluhlosiwe. [Kuyeza maduze].
Isimo se-oda: buka isimo sokuthengiselana kwamakhasimende. [Kuyeza maduze]
Isisindo se-IC uhlelo lokusebenza lwabeluleki abatshalizimali. Ukubuka amaphothifoliyo okutshalwa kwezimali futhi welule amaklayenti ngezinhlelo zokutshala imali zombili.
Imisebenzi ephawulekayo
• Ideshibhodi ye-IC: Umeluleki Wokutshalwa Kwemali angabona isimo sokutshala wonke amaklayenti.
• Iphothifoliyo Yeklayenti: Buka iphothifoliyo yakho yokutshala imali ngokubuka okuningi.
• I-Model Portfolio: Sincoma kalula amasu okutshala imali.
• Qondisa Iphothifoliyo: Lungisa uhlelo lokutshala imali ngokuthanda kwabathengi [kungekudala]
• I-Rebalance Portfolio: Lungisa iphothifoliyo yakho yokutshala imali ngokwezinhloso zakho [iyeza maduze].
• Isimo se-oda: Buka isimo sama-oda amaklayenti wakho [eza maduze].
Izici ezinhle kakhulu:
Ideshibhodi ye-IC: Ama-ICs angabona ukubuka konke kwephothifoliyo yamakhasimende ngasikhathi sinye.
Iphothifoliyo Yekhasimende: buka ibhalansi yephothifoliyo yamakhasimende emigodini eminingi.
I-Model Portfolio: vumela ama-IC ukuthi ahlongoze amaphothifoliyo emodeli kumakhasimende.
• Belingisa Iphothifoliyo: lungisa imodeli yephothifoliyo esekwe kwekhasimende elidingakalayo. [Kuyeza maduze]
• I-Rebalance Portfolio: lungisa iphothifoliyo yamakhasimende ohlelweni lokutshala oluhlosiwe. [Kuyeza maduze].
Isimo se-oda: buka isimo sokuthengiselana kwamakhasimende. [Kuyeza maduze]
Isisindo se-IC uhlelo lokusebenza lwabeluleki abatshalizimali. Ukubuka amaphothifoliyo okutshalwa kwezimali futhi welule amaklayenti ngezinhlelo zokutshala imali zombili.
Imisebenzi ephawulekayo
• Ideshibhodi ye-IC: Umeluleki Wokutshalwa Kwemali angabona isimo sokutshala wonke amaklayenti.
• Iphothifoliyo Yeklayenti: Buka iphothifoliyo yakho yokutshala imali ngokubuka okuningi.
• I-Model Portfolio: Sincoma kalula amasu okutshala imali.
• Qondisa Iphothifoliyo: Lungisa uhlelo lokutshala imali ngokuthanda kwabathengi [kungekudala]
• I-Rebalance Portfolio: Lungisa iphothifoliyo yakho yokutshala imali ngokwezinhloso zakho [iyeza maduze].
• Isimo se-oda: Buka isimo sama-oda amaklayenti wakho [eza maduze].
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
Yini entsha
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