Risk Analysis

The software provides a feature to analyze the portfolio allocation under different nomenclature like asset type, sector wise etc, which helps in better decision making. The software gives AMC wise exposure report for mutual fund which helps the user to decide allocation to various mutual funds and thus helps in mitigating risk.

The risk analyzer feature of FINORB assists the owner (company / individual) to analyze the risk associated with the investments and accordingly direct the business operation so as to ensure minimal risk. Knowing the future associated risk always helps in smooth business and financial operations.

 

The percent of exposer in the AMC always helps us analyze the risk we carry. That is why experts’ advice to invest in different AMC to minimize the risk associated.

 

FINORB thus facilitates the use with valuable report of “AMC wise Exposer” of total investment which will guide you and aware you of the risk you are carrying by your investment strategies.


FINORB is of great assistance to the users in the following manner:

  • Identification of anonymous risk.
  • Risk division facility helps in reducing the probable risk associated.
  • The risk analyzer controls the probability of risk associated and helps in diversification of the investments to minimize the same.
  • The amount of exposer you have in particular AMC can give you an idea of your investment division

  • The more percent of exposer you have in a particular AMC the more is the risk you carry, so it helps in decision making of the allocation of assets

 

 

Analyze Portfolio Allocation

The user has the discretion to view the portfolio allocation of the assets with the invested amount and percentage allocation of the same with the current value and percentage allocation of the same on different parameters like; item group wise, investor wise, AMC wise, sector wise, asset wise, investor group wise etc.


Salient Features
  • An integrated platform to manage all your finance, wealth and investments.
  • A Group concept, enables user to view data as individual or group wise.
  • Sector wise portfolio can be viewed for long term and short terms benefits.
  • It is build according to the current, with no entry loads and manual work.
  • Management of cash outflow and cash inflow, with zero redundancy, works as an assistance having well defined cash management.
  • Comparative analysis with model portfolio can be done.
  • Proper import transaction facility eradicates the manual entry processes, making it less error prone.
  • Better decision making abilities are obtained with a better forecasting of the invested wealth.
  • Proper balance sheet management with a perfect bank reconciliations.
  • Proper tax and dividend management with clarity of tax liabilities helps in efficient estimation of future tax liabilities.
  • Comparative profit / loss analysis helps in accurate business flow.
  • Maintains consistency in business operations by analysis of realized gain/loss with unrealized gain/loss.
  • Many More to Follow...


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