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We believe in providing the best wealth management services in Delhi. We are committed to our clientu2019s needs and offer portfolio management services that help you plan for your future. Our financial planners are well-trained in providing the best services to their clients.
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What is Portfolio Management Services? A portfolio management service is a financial service that helps you manage all your investments in a single place. These services allow you to manage your investments even when you are not physically present at the location where your investments are. You can also use these services to make your processing of investments streamlined and efficient. You can use these services to handle your investment portfolio and provide you with investment services that are appropriate for your needs. There are other services that can provide you with access to financial information, tracking systems, and financial planning services.
Benefits of Portfolio Management Services Portfolio management service are very essential for every portfolio manager. The portfolio management covers the services which increase the asset of portfolio managers and facilitate the risk management. These services include the services like creating the portfolio, conducting investments, accounting the fund and financial reporting of the company. There are many things which make the portfolio management very essential and wonderful like these things should be done by the skilled and well trained professionals. Another thing is that the portfolio management services should be done by the professional which have been done by some other organization. Such things give the clear idea to the portfolio managers that how they are supposed to conduct the services. Such things make the portfolio management services very much better and wonderful.
PROFESSIONAL MANAGEMENT Professional management of your funds is the best strategy when it comes to achieving growth and maximum yield. For instance, if you are a holder of mutual fund units and you have been receiving dividends which are too low or even non-existent, you can choose to opt professional management. Your investment will be managed by a portfolio manager. TRANSPARENT HOLDINGS A stockholder`s position in a company`s stock holdings is considered to be `transparent` when he holds a position of more than 5% in the stock holdings of the company. This transparency is maintained by companies with the help of a regulatory agency like Securities and Exchange Board of India (SEBI), in India. Transparency helps the agency to ensure that a stockholder is not able to dictate the company`s working.
INDEPENDENT PORTFOLIO The Independent Portfolio Management (IPM) is designed to enable investors to manage their mutual funds independently of any intermediary. It is not a new product, but it is gaining popularity among investors who do not wish to get involved in the activity of choosing among various schemes that make up the various mutual fund categories. This portfolio management service is designed for investors who are confident and knowledgeable enough to choose their own set of mutual fund SIP schemes. RISK CONTROL A good portfolio management service should have a proper risk control system and should be transparent in showing the same. A good portfolio management service should be able to deliver as promised and should not be failed as a result of the risk control process. The risk control process should also be consistent and should not change over time.
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