Portfolio Management

Portfolio management is the key skill that one requires for managing investment effectively. Then whether he is an individual or HNI or a big MNC. Where HNI stands for High Net-worth Individual and MNC stands for Multinational Company. Different attributes of investment alternatives are analyzed and the objective of investment guides where and how much money to allocate to each of the alternatives. Investing in more and more assets, with different attributes, diversifies the risk of a portfolio and thereby increases the reasonable assurance of the returns.

For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.

A professional service which is often opted by wealthy investors who want exposure to a variety of asset classes and who understand that investment in the market, requires time, knowledge, and constant monitoring. It also needs strong research and solid experience to make the right decision. It’s imperative, that one needs to hit the right timing of the investment. Investors can opt for discretionary services for the investments to be managed by the portfolio managers or they can go for customized tailor-made non-discretionary service as per their investment needs.

The investor gets the following benefits:

  • Professional advice
  • Transparency of investments
  • Securities held in individuals own Demat A/c
  • Online access to monitor Portfolio

An Audited Statement useful for tax purpose