1 / 6

Portfolio Management Services

Portfolio management services helps to maximize the expected return on investment of the portfolio. Wealthcare Securities provides the services and products like mutual funds, systematic investment plans, child education plan, online mutual fund investment, and portfolio management services. We are serving our clients for the last 18 years and helps them by giving our best services.

wc1
Download Presentation

Portfolio Management Services

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Portfolio Management Services WC Securities

  2. Portfolio Management Services Portfolio management refers to the management of investment portfolios by investment advisors. Investment advisors use a variety of strategies for a portfolio, and the portfolio management service refers to the logistical and administrative services provided to ensure the portfolio is maintained.

  3. Discretionary PMS • Non- Discretionary PMS • Active Portfolio Management • Passive Portfolio Management Types of Portfolio Management Services

  4. Benefits of Portfolio Management Services The most important benefit is the fact that it gives you access to the right financial products and services at the right timing. It helps in the efficient management of your financial portfolio by a team of professional. Able to get early information on new stocks since through portfolio management services you are able to get tips from a professional that will enable you to make good investment decisions.

  5. About Us WC Securities is a private wealthcare firm in Delhi and has 18 years history of serving clients for the management of their finances. We provides services in portfolio management services, systematic investment plan, child education plan, and retirement calculator India.

  6. Contact Us sales@wealthcareindia.com www.wealthcareindia.com +91-9599866368

More Related