BENEFITS OF PORTFOLIO MANAGEMENT

Planning

Planning the first step of portfolio management and involves the making of the Investor Policy Statement (IPS). Investor policy statement defines the willingness and the ability to take risk from the investors point of view. I

Execution

Execution is the second step and involves allocation of the investment corpus to various asset classes and various products within the asset classes to match the risk-return profile stated in the IPS.

Monitoring

PMSes have model portfolios that they furnish when soliciting clients. The PMS model portfolio may be assessed fora track record of company selection and overall performance against the market index.

BEBFITS OF PORTFOLIO MANAGEMENT

Heal your financial crisis

Health insurance policy is a product that protects you against the financial implications of a wide variety of health-related expenses, ranging from those caused by minor illnesses and injuries to critical diseases.

Sum Insured

It is pivotal to buy a suitable health insurance plan, choose the right sum insured, pay the applicable premium and get insured at the earliest, and we can help you with that.

Covered in one go

Occasionally you end up bearing out of pocket expenses for your family’s health check-up, viral flu, seasonal sickness and illnesses. These costs put together can weigh heavy on your pocket,

WHY PORTFOLIO MANAGEMENT?

A Portfolio Management Service (PMS) is a wealth management service.  Qualified fund managers manage investors’ money by investing it in a portfolio of investment assets like stocks and fixed income securities for a fee.PMS is classified into three types:

* Discretionary: The portfolio manager is free to make investment decisions. They have the power of attorney (PoA) to buy and sell shares on the investor’s behalf.

* Non-discretionary: Before the portfolio manager executes any buy-sell decisions, the client must explicitly confirm them.

* Advisory: The portfolio manager provides portfolio advice, but it is the investor’s duty to put it into action.

  1. 1) Make logical investing decisions: Too often, people accumulate assets and make investments on the spur of the occasion.An investment portfolio gives you a full view of the assets and also helps individuals to see the gaps in the specific investment strategy in terms of financial goals.Portfolio management services (PMS) enable consumers to make informed decisions about their investment portfolio.

    2) Follow Performance: By combining all of your investments into a single portfolio, you may track the performance of your investment portfolio or assets.For example, if you discover that one of your assets is not producing adequate returns, you can sell it and reinvest the proceeds in a highly productive firm.You may also re-adjust the assets depending on life objectives using PMS.

    3) Invest in a disciplined and consistent manner: The primary goal of portfolio management is to increase and improve the amount of your profit returns. Investing often can offer you with a healthy and powerful return.For example, if you have enough or a modest amount of money and wish to invest every month, you might start with a systematic investing plan (SIP).

    4) Control Your Liquidity:There is no question that the need for finances might emerge at any time.So, portfolio management is one of the greatest investment services because it enables consumers to plan their investments in such a manner that they may sell off some assets when needed.

    5) Balance The Risk and Reward:It is well known that not all sorts of assets are created equally. Some are created with safety in mind, while others are made with danger in mind. However, assets put at risk can produce good returns while safer investments generate low returns. PMS allows consumers to maintain a balance between many assets based on their needs. Then you may start with a methodical investing strategy (SIP).

Have any query for portfolio management services?

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