Udyogwardini | Portfolio management

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BUSINESS COUNSELLING

Portfolio management is the art and science of identifying and supervising a set of investments that match a client's long-term financial objectives and risk tolerance. The objective is to strike a balance between change initiatives and business as usual while optimizing return on investment.

Our Portfolio Management services recommend the most appropriate investment strategy for each individual based on their income, budget, age, and willingness to take risks.

BUSINESS COUNSELLING

We will first assess your financial needs and recommend the most appropriate and risk-adjusted investment policy for them. We will provide customized investment solutions to consumers based on their unique needs and objectives. Our experts will help you reduce the risks associated with investment and also raise the probability of success.

Benefits of Portfolio Management

  • Make sound investment decisions
    • Frequently, individuals amass assets or make investments on an ad hoc or haphazard basis. A portfolio provides a consolidated view of all your assets and enables you to identify gaps in your investing strategy about your financial goals. Portfolio management allows you to make more educated investing decisions. For instance, you may have excessive exposure to equities, increasing your risk.
  • Monitor performance
    • Consolidating all of your investments into a single portfolio helps you to track and compare asset performance quickly. If an investment falls short of your expectations, you can sell it and reinvest the proceeds in a more profitable venture. Additionally, portfolio management enables funds to be rebalanced in accordance with life goals. For instance, if your long-term goal is to fund your child's education, you can invest in equities and benefit from their higher rate of return. As you approach your objective, you might convert to safer debt mutual funds to avoid incurring losses.
  • Invest consistently
    • Portfolio management's objective is to maximize your return. Investing frequently is one way to multiply your earnings. For instance, if you want to invest a small amount each month, you can begin a mutual fund's systematic investment plan (SIP). With this method, you'll invest a certain sum each month. This disciplined investment strategy will aid in the acceleration of the growth of your funds.
  • Liquidity management
    • Nobody can foretell when a funding requirement will occur. Proper portfolio management can assist you in planning your investments so that you may quickly liquidate some assets if you require funds suddenly. For instance, you may invest some money in liquid funds that you can liquidate in the event of a medical emergency.
  • Balanced risk and reward
    • Not every asset is created equal. Some are riskier but perhaps more profitable (equities). Certain types are risk-free but illiquid (PPF). Others are more secure and liquid but yield less (liquid mutual funds). Portfolio management enables you to maintain a healthy mix of different investments based on your specific needs.
  • Suitable investments
    • When you actively manage your portfolio, you can ensure that it remains true to your objectives. Assume, for example, that you begin your portfolio with 60% equity and 40% debt. In a few years, equity performs admirably. It is also likely that in this case, equity will account for 70% of your portfolio – meaning you will need to rebalance it back to the initial 60-40 ratio.

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