PORTFOLIO MANAGEMENT SERVICES WWW.WEALTHCAREINDIA.COM
PORTFOLIO MANAGEMENT SERVICE, OR PMS, IS A PROFESSIONAL SERVICE IN WHICH CERTIFIED AND EXPERIENCED PORTFOLIO MANAGERS, BACKED BY A RESEARCH TEAM, MANAGE STOCK PORTFOLIOS ON BEHALF OF CLIENTS RATHER THAN THE CLIENTS MANAGING THEIR OWN.
Types of Portfolio Management
ACTIVE PORTFOLIO MANAGEMENT PASSIVE PORTFOLIO MANAGEMENT DISCRETIONARY PORTFOLIO MANAGEMENT NON-DISCRETIONARY PORTFOLIO MANAGEMENT
BENEFITS OF PORTFOLIO MANAGEMENT SERVICES THE PMS OFFERS PROFESSIONAL ANALYSIS AND ADVICE TO HELP YOU STRIKE THE RIGHT BALANCE BETWEEN RISK AND REWARD. WHEN A CUSTOMER USES THE PMS, HE OR SHE GAINS INDEPENDENCE AND FLEXIBILITY, ALLOWING FOR PERSONALISED INVESTMENT BASED ON THE CLIENT'S NEEDS. BECAUSE THE PORTFOLIO IS DESIGNED BASED ON THE CUSTOMER'S PARTICULAR NEEDS, THE CLIENT HAS MORE CONTROL OVER ASSET ALLOCATION AND RISK RETURN PROFILE IN PMS. THE FUNDS WILL BE MONITORED ON A REGULAR BASIS, AND THE INVESTOR WILL BE INFORMED AS SOON AS POSSIBLE.
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A 54 A, Lower Ground Floor, Lajpat Nagar- II, New Delhi-110024, India sales@wealthcareindia.com www.wealthcareindia.com