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Portfolio Management

  • 15 minutes

Service Description

Investing is an art form. It takes knowledge about the stock market, but more importantly, it requires a strategy and understanding of the businesses and economic cycles. Portfolio Management Services (PMS), is investment management services offered by the Portfolio Manager. The investment portfolio can be diversified into stocks, fixed income, and other structured products. These services can potentially be structured and tailored to meet specific investment objectives based on the risks, rewards and the goals of the investor as reflected in the Investment Policy Statement (IPS). PMS offers customized equity options, but to avail service of a Portfolio manager, you should have a large sum of money to invest (discussed later in the article). A portfolio manager has a thorough understanding of the businesses and uses it to improve investor's gains. The manager must have a clarity of the investor's risk and reward expectations to use an appropriate and suitable strategy in order to deliver the high potential returns.

Cancellation Policy

To cancel or reschedule, please do so within 24 hrs of the scheduled appointment.

Contact Details


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