Portfolio Management
Expertly managed portfolios aligned with your financial goals and risk profile
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What Is Portfolio Management?
Portfolio management is the art and science of selecting, managing, and monitoring a group of investments to achieve specific long-term financial goals while balancing risk. It involves building a diversified portfolio based on an investor’s objectives, time horizon, and risk tolerance.
A well-managed portfolio focuses not only on choosing the right assets but also on continuously reviewing, rebalancing, and optimizing investments as market conditions change. The goal is to maximize returns while managing risk in a disciplined and structured manner.
- Aligns investments with long-term financial goals
- Balances risk and return based on investor profile
- Involves diversification across asset classes
- Requires continuous monitoring and review
- Includes periodic portfolio rebalancing
Why Invest in Portfolio Management?
• Goal-Based Investing
Your investments are structured around clear financial goals and long-term objectives.
• Professional Expertise
Experienced managers take informed decisions using research, analysis, and market insights.
• Risk Management
Diversification helps balance risk and reduce the impact of market volatility.
• Active Monitoring
Portfolios are regularly tracked and adjusted in line with changing market conditions.
• Disciplined Strategy
A structured investment approach removes emotional and impulsive decision-making.
Different approaches to managing investments
Active Portfolio Management
Actively buying and selling stocks and other assets with the aim of outperforming the market through research and analysis.
Passive Portfolio Management
Following a market index or benchmark to match overall market returns with minimal trading and lower costs.
Our Portfolio Management Process
Investor Profiling
We understand your financial goals, investment horizon, and risk appetite to ensure the right portfolio strategy.
Strategy Design
Based on your profile, a customized investment strategy is created to align with your long-term objectives.
Portfolio Construction
A diversified portfolio is built using carefully selected stocks and assets backed by research and analysis.
Active Monitoring
Portfolios are continuously tracked and reviewed to respond to market movements and opportunities.
Review & Rebalancing
Periodic reviews and rebalancing are done to keep the portfolio aligned with goals and risk levels.
Ready to Build a Smarter Investment Portfolio?
Get expert-led portfolio management solutions aligned with your financial goals, risk profile, and long-term growth plans.
FAQ'S
Frequently Asked Questions
What is Portfolio Management?
Portfolio management is the process of selecting, managing, and monitoring investments to achieve long-term financial goals while managing risk.
Who should opt for Portfolio Management Services?
PMS is suitable for investors seeking professional management, personalized strategies, and long-term wealth creation.
What is the minimum investment required for PMS?
As per SEBI guidelines, the minimum investment for PMS is ₹50 lakh per investor.
How is PMS different from mutual funds?
PMS offers customized portfolios with direct ownership of securities, while mutual funds are pooled investments.
Is Portfolio Management risky?
PMS involves market risk, but diversification and active monitoring help manage volatility.
How often is my portfolio reviewed?
Portfolios are reviewed regularly and rebalanced based on market conditions and performance.
Can I track my PMS portfolio performance?
Yes, you receive transparent reports and updates on your portfolio’s performance.
Is PMS regulated by SEBI?
Yes, Portfolio Management Services are regulated by SEBI.