Portfolio Review

Portfolio Management Service is a tailor-made professional service offered to cater the investments objective of different investor classes. The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutions entities with high net worth. In simple words, a portfolio management service provides professional management of your investments to create wealth.

We turn towards the stock market, expecting to make a fortune. Yet a majority of times, most of the investors are victimized by the emotions of greed and fear. The trouble is that many investors tend to over-diversify their portfolio by adding more stocks, which is likely to take the investor backward rather than forward. Investing is an art form. It takes knowledge about the stock market, but more importantly, it requires a strategy and understanding of the businesses and economic cycles.

Portfolio Balancing

Rebalancing is used to return a portfolio to its original target allocation at regular intervals, usually annually. This is done to reinstate the original asset mix when the movements of the markets force it out of kilter.

Rebalancing generally involves selling high-priced securities and putting that money to work in lower-priced and out-of-favor securities.

The annual exercise of rebalancing allows the investor to capture gains and expand the opportunity for growth in high potential sectors while keeping the portfolio aligned with the original risk/return profile.

Portfolio Reshuffle

Changes are inevitable. Changes to economic environment, goals, existing fund's strategy, political scenario, risk appetite, and similar demands reshuffle the portfolio to maximize returns.

You may choose to hold and manage your portfolio yourself, or you may allow a money manager, financial advisor, or another financial professional to manage your portfolio.