PORTFOLIO MANAGEMENT SERVICES

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We at Wealth360, helps you for evaluation of your existing investments, actionable steps to optimize your investment portfolio & a personalized investment plan that aims to achieve your financial goals. Let’s explain the Portfolio Management Services in more convincing manner. Investment portfolios usually consist of investments in a wide range of securities like stocks, bonds and cash equivalents. This combination depends on the investor's risk tolerance level, which affects the returns potential of the portfolio investments.

But, establishing a strong investment can be challenging especially if you are an amateur investor. It requires extensive knowledge regarding the market and the securities, to calculate the RRR (Return Risk Ratio- a calculation of potential benefits against potential losses) accurately. This is where Portfolio Management Services or PMS come in.

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Portfolio Management Service

Understanding Its Types And Advantages

Portfolio Management Service (PMS) is a professional financial service where skilled portfolio managers and stock market professionals manage your equity portfolio with the assistance of a research team. Many investors have equity portfolios in their Demat Account but managing them can be a challenge. PMS is a systematic approach to maximize returns while minimizing the risk factor on your investments. It enables you to make sound decisions that are supported by extensive research and factual data without lifting a finger. Additionally, it better prepares you to deal with market adversity.
Let us read more about this service.

What Are The Types Of Portfolio Management Services?

  • Active Portfolio Management: The portfolio manager's primary goal is to maximise returns. In the Active Portfolio Management method, the portfolio manager attempts to reduce the risk of your investments by diversifying them across asset classes, industries, and businesses. When compared to the passive style, this results in a higher turnover.

  • Passive Portfolio Management: This method focuses on fixed profiles that are in line with the current market trend. In this case, portfolio managers prefer to invest in index funds which grow passively over time with minimal intervention. They have a low turnover but offer reasonably good long-term returns.
  • Discretionary Portfolio Management: The portfolio manager is entrusted with managing a specific portfolio in this method. Based on your objectives, risk tolerance, and investment duration, the manager selects an appropriate strategy that they believe is best suited to your portfolio. For example, portfolio managers may recommend equity-oriented funds to a risk-taking investor and debt-oriented funds to a risk-averse investor.

  • Discretionary Portfolio Management: The portfolio manager is entrusted with managing a specific portfolio in this method. Based on your objectives, risk tolerance, and investment duration, the manager selects an appropriate strategy that they believe is best suited to your portfolio. For example, portfolio managers may recommend equity-oriented funds to a risk-taking investor and debt-oriented funds to a risk-averse investor.

    • What Are The Benefits Of Portfolio Management Services?

    Some of the benefits of opting for these services are explained below.

    • Expert opinion on your investment:
      One of the primary benefits of using a Portfolio Management Service is that your investment is in the hands of professionals. The portfolio managers assigned to you are experts in their field and understand how to deal with market volatility. They will manage your portfolio efficiently and aim to increase your profit margin over time.

    • Customised investment plans:
      The portfolio managers customise investment strategies based on your financial objectives. They then modify the strategy based on your income, budget, risk tolerance, and age.
    • Efficient risk management:
      A portfolio manager's primary goal is to reduce the risk of your investment while increasing the returns. They focus on diversifying the risk involved so that you do not suffer a loss when market trends change.

    • Efficient risk management:
      A portfolio manager's primary goal is to reduce the risk of your investment while increasing the returns. They focus on diversifying the risk involved so that you do not suffer a loss when market trends change.

    Why Should You Opt For Portfolio Management Services?

    You should consider PMS if:

    • You have a high net worth.
    • You have limited knowledge about investment and the procedure involved.
    • You do not have the time to monitor and rebalance your investment.
    • You are unaware of market volatility and ways to safeguard your investments in times of market uncertainty.
    • You are looking to diversify your investment to reap benefits across multiple asset classes such as stocks, debts, equities, and so on.

      *This is an information communication from Wealth360 Finserve and should not be considered as a suggestion for investment. Investments in securities market are subject to market risks, read all the related documents carefully before investing.