Portfolio Management
Where Every Angle Matters
Portfolio Management refers to the science of analyzing the strengths, weaknesses, opportunities and threats for performing wide range of activities related to the one’s portfolio for maximizing the return at a given risk. It helps in making selection of Debt Vs Equity, Growth Vs Safety, and various other tradeoffs.
❯ Major tasks involved with Portfolio Management are as follows.
❯ Taking decisions about investment mix and policy
❯ Matching investments to objectives
❯ Asset allocation for individuals and institution
❯ Balancing risk against performance
Objective of Portfolio Management
❯ Security of Principal Management
❯ Consistency of Returns
❯ Tax Efficiency
❯ Capital Growth
❯ Marketability
❯ Liquidity
❯ Diversification of Portfolio
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Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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