Plan
Enter
Do
Print & Approve
Check
Audit
Act
Monitor Reports
Implementation work for FRM Managers
TEAM
Customers
Suppliers
Employees
Banks/Lenders
Investors
Accounts
TARGETS
Real time Monitoring
Manage Cash flows
Manage Fund flows
Control Budgets
Drive Business Growth
Drive Income Growth
GOALS
Reduce operational expenses
Minimise financial risks
Wealth maximization
Maximisation of profit
Reduce products and service costs
Keep system transparent
ACTIONS
Accounting/Costing
Auditing/Taxation
Cashier/Treasury
Reconciliations
ManagementReporting
BalanceVerifications
Simplify
1. Data Entry
2. Accounts Management
3. Management Reporting
4. Invoicing
5. Budgeting
Automate
1. Balance Verification
2. Payment Followup
3. Voucher Entry
4. Collections
5. Claim Chatbot
Control
1. Credit
2. Income
3. Payments
4. Outstanding
5. Frauds
Eliminate
1. Duplicate Work
2. Rework
3. Repetitive Work
4. Travelling
5. Couriers
What is Investment Management?
Investment management refers to the handling of financial assets and other investments—not only buying and selling them. Management includes devising a short- or long-term strategy for acquiring and disposing of portfolio holdings. It can also include banking, budgeting, and tax services and duties, as well.Investment management is the professional asset management of various securities and other assets in order to meet specified investment goals for the benefit of the investors. Investors may be institutions or private investors. According to Wikipedia.
