Ukusebenzisa Amafa Ezezimali Ukulinganisa Imfuyo

Amafa wezezimali afaka imali kanye nama-akhawunti asebhange kanye namasheya kanye nama-akhawuntali okutshala izimali angashintshwa kalula. Lezi ziyaziwa nangokuthi I-Investable Assets noma Ingcebo. Okungaxhunyiwe kuyi-Actif Physical Assets (engaqondakali kalula ibe yikheshi) njenge-real estate, izimoto, ubuciko, ubucwebe, ifenisha, ukuqoqwa, njll, okufaka phakathi kokubalwa kweNet Worth yakho.

Amafemu ezinkonzo zezezimali ngokuvamile akhetha ukusebenzisa izimpahla zezimali ukuze alinganise umnotho womuntu noma umndeni , kunokuba iNet Worth, uma behlola (futhi behlukanisa) amaklayenti ngoba lokhu kubalula kubonisa lokho iklayenti abanakho ukutshala.

Yiqiniso, ukudayiswa kwezimpahla zamanzi kungakwandisa amafa aseMali, kanti ukuthengwa kwezimpahla zamanzi kuzokwehlisa izimpahla zezimali zomuntu.

Kodwa-ke, izikhulu zemali mboleko emabhange nakwezinye izikhungo zokubolekisa zivame ukugxila kwi-Liquid Net Worth (landela isixhumanisi ku-Net Worth ngenhla) lapho wenza izinqumo zokubolekisa ngoba lokhu kubalwa kubonisa ukuthi ikhono lomfakisicelo likwazi ukuthatha isikweletu esisha.

Nasi isibonelo sesigaba sebhange senkampani yangasese esisebenzela amakhasimende anezimpahla zezimali ezizigidi ezingu-10 zamaRandi noma ngaphezulu.