What Is Portfolio Management ?
Portfolio management is the art and science of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client, a company, or an institutio
WHY CHOOSE US..?
Key Takeaways
1. Portfolio manager evaluates his portfolio performance and identify the sources of strengths and weakness
2. The evaluation of the portfolio provides a feed back about the
perfomance to evolve better management strategy.
3. Evaluation of portfolio perfomance is considered to be the last
stage of investment process
4. Active portfolio management requires strategically buying and
selling stocks and other assets in an effort to beat the broader
market.
Benefits Of Portfolio Management Services (PMS)
- Overview: Portfolio Management Services
- Investment & Fee Structure
- How PMS Works
- Benefits of Portfolio Management Services
Types of portfolio management services:
- Discretionary
- Non-discretionary
- Advisory