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nicholasdavid · 4 months
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Nicholas David Cully - Investment Manager
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Nicholas David Cully, current Group Business Development Director at The Sovereign Group, has excelled in guiding business operations across Dubai, Bahrain, and Abu Dhabi. His strategic focus on market entry has left a lasting impact, and he has been instrumental in The Sovereign Group’s expansion. Mr. Cully was formerly a stockbroker and investment manager for Gibraltar Asset Management and worked as an Assistant Private Client Broker at Kilik & Co.
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lunamehta · 2 years
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What is Channel Partner and How to become Channel Partner with Planify
Channel Partner is a program that is offered by Planify for financial advisors to associate and partner with Planify. Meaning that they sell the products on behalf of the company but they are an independent partner. This enables the advisors to offer financial planner, Private equity, Pre IPO, and start-up for the stocks to their investor client base. How to become Channel Partner Planify will be registering the partner under KYP - Know your partner program and will be required to submit the following documents - Aadhar Card - Pan Card - Bank Cancel Cheque - Photograph - License copy from SEBI, AMFI or IRDA Who can be a channel partner with Planify? Channel Partner is a program that is offered by Planify Capital Limited for financial advisors to associate and partner with Planify Capital Limited. who has a knack for investments, stocks, and Private Equity can become a channel partner with Planify Capital Limited. Mutual fund agent, Insurance Agent, Insurance Advisor, Investment Advisor, Financial Advisor, Stock Broker, Authorized person, Financial planner, Employees working in Financial Institutions can become channel partner with Planify Capital Limited.
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tradingbells · 1 year
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wekrishafinance · 1 year
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procurement-insights · 2 months
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Caffeine high procurement: Is there really a difference between a stockbroker and a procurement professional
What's the difference between a stockbroker and a procurement professional?
For me, nothing beats that first sip of hot coffee in the morning. It is one of the highlights of my day. But as you enjoy your caffeine boost, have you ever wondered where that satisfying, best part of waking up beverage originated and the often volatile nature of its trip through the global supply chain. Probably not because, after all, it is your time of day before you enter your world of…
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hmatrading · 3 months
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brokernv · 4 months
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Is A Professional License Enough To Be An Accredited Investor
A real estate broker licensee recently asked if they could participate in an offering requiring accredited investor status despite not meeting the SEC’s income or net worth requirements, “like stockbrokers”. Accreditation Status No, neither a real estate or stockbroker license alone will automatically qualify one as an accredited investor. Here are some key points about accredited investor…
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peterkumar544 · 8 months
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Advantages of Investing in Unlisted Shares | Unique Investment Opportunity
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Before the cellphone era, one needed to hire the services of a stockbroker, which often came with a hefty price tag. Nowadays, with the lapse of time and technological advancements, you can do it through the touch of a button. As a result, there are endless investment applications to cater to your financial needs.
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Get Stock Broking Franchise in India - SKI Capital
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Our service Equity Solutions, Insurance Distribution, Merchant Banking, Transfer Agent Services, etc. are just a few of the services we offer.As Stock Broking Franchise in India, we offer high-quality services for a low fee. Contact us right away for additional details!
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kundkundtc9 · 1 year
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Best PMS In India
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A portfolio manager has a thorough understanding of the businesses and improves investors’ gains. The manager must clarify the investor’s risk and reward expectations for using an appropriate and suitable strategy to deliver high potential returns. PMS services are structured and catered to meet specific investment objectives based on the investor’s risks, rewards, and goals. Everything is reflected in the Investment Policy Statement (IPS).
A portfolio management service provider is a SEBI registered portfolio management. They invest on behalf of their clients, and the PMS is backed by a team of researchers who work behind the process. Usually, the minimum investment starts from 50 lakhs.
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tradingbells · 2 months
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Unravel the mysteries behind the Sensex and Nifty indexes, the barometers of India's financial health. Explore their origins, composition, and significance in shaping investment strategies.
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markkoltamiami · 1 year
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Mark Kolta is a renowned stockbroker with over 25 years of experience in the financial industry. He has managed and advised on numerous accounts for both individual and corporate clients, providing them with valuable insights into the markets.
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investmentor · 1 year
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Your Guide to Smart Investments - Investmentor Online
Looking for the latest financial news and updates on the share prices of IRFC, Bajaj Finance, Bajaj Finserv, and DHFL? Stay informed with our comprehensive coverage of the financial markets and get real-time insights on the latest share prices and trends. Visit our website now for all your finance-related needs.
Get in touch, Phone: 91-79-6915-3600 Gmail: [email protected]
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Make your Career in Accountancy
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hmatrading · 11 months
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25 posts!
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