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Portfolio Management Services are tailor made professional service offered to cater the investments objective of different investor classes. The Investment solutions provided by Portfolio Management Services cater to a niche segment of clients. The clients can be Individuals, Institutions entities with high net worth. In simple words, a portfolio management service provides professional management of your investments to create wealth.
There are many benefits of availing the Portfolio Management Services, few of them are mentioned below.
Long Term Performance : Professional Management Services provides professional management of portfolios with the objective of delivering consistent long term performance while controlling risk.
Investments Tracking : We understand the dynamics of equity as an asset class, so we track your investments continuously to maximize the returns.
Risk Management : Well defined investment philosophy & strategy acts as a guiding principle in defining the investment universe. We have very robust portfolio management software and professionals that enables the entire construction, monitoring and the risk management processes.
Convenience Management : Our Portfolio Management Services, relieves you from all the administrative hassles of your investments and provide periodic reports on the performance and other aspects of your investments.
Transparency : You will get account statements and performance reports on a monthly basis. That’s not all; web access will enable you to track all information relating to your investment on daily basis Along with it we also send half yearly reports and yearly Audited reports for convenient Tax Filing.
Dedicated Relationship Manager : Your Relationship manager will ensure and will carefully help you understand your financial goals and advise you the right product mix. The relationship managers ensure that you receive periodic updates and account performance reports.