Ateet Kapadia explained a financial planner can help a business grow by providing guidance and advice on various financial matters. Kapadia shared a few ways in which a financial planner can help a business grow:
Developing a financial plan: A financial planner can help a business owner create a comprehensive financial plan that takes into account the business's current financial situation, future growth goals, and potential challenges. This plan can serve as a roadmap for the business to follow in order to achieve its financial objectives.
Identifying new growth opportunities: A financial planner can help a business identify new growth opportunities by analyzing financial data, market trends, and other key factors. They can provide guidance on expanding into new markets, launching new products or services, or making strategic acquisitions.
Improving cash flow management: Ateet Kapadia explained financial planner can help a business improve its cash flow management by providing guidance on budgeting, forecasting, and other financial management techniques. They can also help a business identify ways to reduce costs and increase revenue.
Assessing and managing risk: A financial planner can help a business identify and assess the potential risks it faces and provide guidance on how to mitigate those risks. This can include guidance on things like insurance, taxes, and legal matters.
Raising capital: A financial planner can help a business raise capital by providing guidance on fundraising strategies, such as issuing stock, obtaining loans ,or crowdfunding. They can also help a business owner identify the most appropriate sources of funding and negotiate favorable terms.
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8 cash moves to create at the beginning of the new twelvemonth
The start of the new twelvemonth may be a blast to require a stock of your finances.
money planners say that one ought to review the investment portfolio a minimum of once a year, and Gregorian calendar month looks simply the correct time to try to, therefore.
However, except rebalancing the portfolio, there are many steps that investors ought to take currently.
“Once you invest in ELSS you get fast certain 3 years.
however it always seems to be fairly appreciated,” says Dhirendra Kumar, CEO important analysis.
Digital transformation has become an essential part of a business strategy in the finance industry .
The finance app development leads financial institutes to digital transformation by ensuring faster processes, meeting regulatory requirements, and improving customer experience.
The evolution of digital transformation trends in the finance sector is responsible for the rise of fintech, and remains beneficial for financial companies.
Without discussing the impact of digital transformation in fintech industry, let’s go through the key aspects that are transformed in the finance sector through customized digital solutions.
Scope of Digital Transformation in the Finance SectorHere we highlight a few aspects in which the digital transformation can bring radical changes.
Enhances AgilityIt improves the finance company’s capability to give an effective response to disruption on the basis of past events and experiences.
8 ways to make finance department fully digital
Without a doubt, digital technologies are making a big impression in finance departments around the globe — talk of processes becoming more accurate, leaner, faster and, as a result, more beneficial for the whole organization.
Here are 8 ways to go digital to boost your finance department’s overall productivity.
Sending digital invoices could be the solution to costly and time-consuming billing issues.
E-invoices guarantee a consistent invoice template; hence, you don’t have to always create invoices from scratch.
This means the organization gets paid faster, a thing any finance manager would love.
