Portfolio Management Service offers professional management of investments with an aim to deliver superior risk adjusted returns. It also saves clients from all monitoring hassles with regular reviews and risk management. All this makes it an ideal investment avenue for high net worth investors.
The portfolio is managed by seasoned professionals who have considerable experience in equity markets. They manage the portfolio adhering to the strategy communicated to the clients.
Since the stock market is uncertain and volatile at times, investment in PMS will look to diversify the risk and thereby reduce the impact of adverse events on the portfolio.
As PMS usually have concentrated stock portfolio, it has better chance to generate superior returns over the underlying index, especially if the portfolio is recalibrated to compensate the market volatility
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Wealth management is a comprehensive financial service for high-net-worth individuals, combining investment advice, financial planning, tax planning, and estate planning to create and maintain wealth. A wealth manager provides individualised advice in every aspect of finance and collaborates with other specialists to achieve client goals. Key strategies are asset allocation, tax-efficient investing, retirement and estate planning, and risk management. Key benefits are individualised advice, reduced financial stress, optimised taxation, and wise long-term preservation and passing on of wealth.
Advantages of Wealth Management;Personalised Advice: Customised investment advice that is adapted to your goals. Peace of Mind: Professional money handling removes concern. Successful Tax Planning: Optimise returns by reducing tax burdens. Goal-Based Strategy: Helps achieve life goals like buying a home, retirement, or enterprise start-up. Risk Management: Safeguards your property against the unpredictability of life. Legacy Planning: Allows for a smooth transfer of assets to heirs.
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